The Role
Own the company’s annual budgeting, forecasting, and ARR metrics while delivering financial reporting, KPI and variance analysis, SaaS financial modeling, and Board reporting. Partner with executive, Business Operations, Sales, and Customer Success leaders on customer contract treatment, compensation planning, strategic initiatives, and operational decisions. Support M&A due diligence, external reporting compliance, and process improvements.
Summary Generated by Built In
Axonify is the AI-Powered Frontline Enablement Platform that helps organizations close the gap between learning and execution. By unifying learning, execution and insights capabilities, Axonify drives real business impacts for the world's largest frontline organizations across retail, grocery, healthcare, and financial services.
More than 4 million employees across 160+ countries rely on Axonify today. It's an exciting time to join as we transform the company and build what's next.
We're a team that thinks deeply, moves with intention, and embraces new ideas. We learn quickly, keep a sharp focus on real-world impact, and take meaningful action to drive progress. And we do it as one team, with openness, creativity, and a shared drive to keep pushing what's possible.
The Financial Planning and Analysis Manager plays a critical role in driving strategic decision-making by providing financial insights and analysis to key stakeholders across the organization. This includes primary ownership of the annual budgeting and ongoing forecasting of the overall company, preparing financial performance reports for senior management and department leaders, liaising directly with the executive team to ensure alignment with the Company's financial goals, and developing and maintaining cross-functional operational reporting.
As the chief owner of the Company's annual recurring revenue (ARR) metrics, this role will work directly with Business Operations (BizOps) and Sales and Customer Success (CS) leadership to make decisions regarding the treatment of unique or challenging edge cases in customer contracts. A strong understanding of SaaS business metrics is required.
- Lead the annual budgeting and forecasting process, including developing financial models, analyzing trends, and collaborating with department heads
- Provide monthly and quarterly financial reporting and analysis, including key performance indicator (KPI) tracking, and variance analysis that identifies the underlying business changes driving any trends to provide insight across the organization.
- Develop and maintain complex financial models to support strategic planning and decision-making, incorporating key SaaS metrics (e.g., churn, customer acquisition cost, rule of 40)
- Prepare quarterly operating reports and supporting data for the Board and external stakeholders, including (as required) the development of new reporting templates
- Conduct ad-hoc financial analysis to support business initiatives and investment decisions
- Collaborate directly with senior leadership to assist in the development of new reporting as required in a cross-departmental capacity, to assist with operational decision making
- Coordinate alignment and own end reporting results as published in external systems in Salesforce related to bookings, retention, and churn to be accurate, timely and in line with official records
- Partner with BizOps and Sales & Customer Success leadership on the financial treatment of customer contracts, including non-standard terms and edge cases, and provide the modelling and inputs that support compensation planning, including sales commission plans and annual salary and bonus budgets
- Assistance with M&A due diligence as required
- Ensure compliance with external monthly, quarterly, and annual reporting requirements of the Company
- Bachelor's degree in Finance, Accounting, or a related field required
- Chartered Professional Accountant (CPA) designation a strong asset
- Minimum 4-5 years' experience in reporting and financial analysis, including at least 2+ years in the SaaS industry
- Accounting knowledge required; US GAAP knowledge an asset
- Advanced financial modeling skills and experience with forecasting and budgeting
- Strong understanding of the B2B SaaS business model and key performance metrics
- Strong communication and presentation skills, with the ability to effectively communicate financial information to both financial and non-financial audiences
- Demonstrated ability to partner with leaders across the organization, translating financial concepts into practical terms and helping them identify and think through the key drivers of financial and operational success in their own areas
- Excellent analytical and problem-solving abilities
- Ability to perform requested tasks with autonomy while prioritizing with multiple ongoing projects and competing priorities
- Prior experience with Intacct, Vena, and Salesforce is a plus
- Demonstrated prior experience with process improvement and ability to demonstrate innovative thinking
This role is open to candidates who are located in, and authorized to work in, Canada or the United States.
For our hybrid employees, we embrace a hybrid-flexible work environment. Most days, you choose the location that best supports your work—your home office or our Waterloo or Toronto offices. On Wednesdays, Axonifers within commuting distance come together for Work from Work Wednesdays—a day designed for collaboration, connection, and meaningful in-person moments.
Whether you are working remotely or in a hybrid environment at Axonify, you will have the tools, resources, and support you need to succeed.
We offer a comprehensive total rewards package designed to support your wellbeing, growth, and overall success. Here’s what you can expect:
Competitive Compensation: The estimated base salary range for this role is:
- $103,000 CAD - $128,000 CAD - $153,000 CAD for candidates based in Canada
- $119,000 USD - $144,000 USD - $169,000 USD for candidates based in the United States
These ranges reflect growth from building capability in the role to fully excelling over time, with most new hires joining near the midpoint. Actual salaries may vary within the range, or above or below it, based on factors such as experience, skills, location, and business needs.
Comprehensive Health Benefits: Health benefits from day one to support your overall wellbeing.
Time Off: 4 weeks of vacation, 7 Life Care Days, and a flexible holiday program to choose the religious, spiritual, and cultural holidays that matter most to you.
Wellbeing Support: Wellness Spending Account to support whatever wellbeing looks like for you.
Home Workspace Set-Up: Home Office Spending Account so your workspace works for you.
Family & Future Support: Parental top-up, New Parent Days, and matched retirement savings for a secure future.
Growth & Learning: Professional Development Budget to learn new skills and grow your craft.
Community Impact: Paid Volunteer Time to give back to the causes that matter to you.
We believe AI should help people do their best work, not replace the human judgment, creativity, and connection that make us who we are. AI is a tool we use to learn fast, elevate our craft, and focus on the work that truly creates impact. That shows up in our hiring process too.
We use AI-assisted tools to create a smoother, more organized, and ultimately more human candidate experience. These tools allow our team to spend more time on real conversations and thoughtful decision-making, the things that matter.
What AI doesn’t do at Axonify is make hiring decisions. Every decision is made by real people, using real judgment and grounded in our values.
Here’s what that means for you as a candidate:
- Feel free to use AI to support your thinking - not replace it. We use AI to learn and level up, and you can too.
- Be open about how you use AI if asked. Transparency helps us understand your process and how you approach problem-solving.
- Stay authentic. We’re hiring people, not prompts, your ideas, your experiences, and your voice are what matter.
We believe our team’s unique experiences, backgrounds, cultures, beliefs, and abilities add richness to our culture and depth to our ideas. Our commitment to diversity and inclusion creates an environment that supports, empowers, and delivers a sense of belonging for all team members.
We want to remove any barriers that may limit you from joining Axonify. Email [email protected] to let us know how we can support you with reasonable accommodations throughout the candidate journey.
Apply. Our Talent Acquisition team is committed to providing an outstanding experience throughout your journey with us.
Learn more about Axonify at www.axonify.com/careers
Skills Required
- Bachelor’s degree in Finance, Accounting, or a related field
- Minimum 4–5 years of experience in reporting and financial analysis
- At least 2 years of experience in the SaaS industry
- Accounting knowledge
- Advanced financial modeling skills and experience with forecasting and budgeting
- Strong understanding of the B2B SaaS business model and key performance metrics
- Strong communication and presentation skills for financial and non-financial audiences
- Ability to partner with organizational leaders and translate financial concepts into practical business terms
- Excellent analytical and problem-solving abilities
- Ability to work autonomously while prioritizing multiple projects and competing priorities
- Demonstrated experience with process improvement and innovative thinking
- Chartered Professional Accountant (CPA) designation
- US GAAP knowledge
- Experience with Intacct, Vena, and Salesforce
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The Company
What We Do
Axonify is the frontline enablement solution that’s science-backed and proven to maximize the potential of workforces. It gives frontlines what they need to learn, connect and get things done. Quickly. Easily. Every single day. It starts with brain science and AI to drive knowledge retention through bite-sized microlearning and daily intelligent reinforcement. Embedded two-way communication and feedback ensure staff is engaged and informed, no matter the scale of the organization. Guided task management shows employees exactly how to put their training to use, every single day. With an industry-leading 83% engagement rate, Axonify is used by companies to deliver next-level CX, higher sales, improved workplace safety and lower turnover. Axonify enables over 3.5 million frontline workers in 160-plus countries, in over 250 companies including Lowe’s, Kroger, Walmart and Citizens Bank. Founded in 2011, Axonify is headquartered in Waterloo, Ontario. For more information, visit axonify.com.
