CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.
Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
The Finance Manager is a pivotal team member, reporting to the VP of Finance you will help inform the financial and investment strategy that guides CapIntel, own the revenue model and forecast, and turn the numbers into clear recommendations on where we should put our time and money.
This is a role for someone who wants to build an AI-native, operational and financial structure for a rapidly scaling early-stage company. This person can help drive financial operational rigor, clarity for the executive team, explain the story behind the numbers and enjoys being the person leaders turn to before a big decision.
What You'll Do- Own the Revenue and OpEx models. Maintain and improve the company’s revenue, operating expense and cash flow models, keeping them accurate, documented and easy for others to use and trust.
- Revenue forecasting. Run the monthly revenue forecast, working with Revenue Operations to turn pipeline, bookings and renewals into forecasted revenue and cash collections.
- Budgeting and OpEx. Support the annual budget process and track spend against it all year. Deliver a monthly Budget vs. Actual that explains the drivers behind variances, not just the numbers.
- Decision support. Evaluate ROI on projects and investment options, and bring a clear recommendation, with the assumptions behind it, to the table.
- Cross-functional partnership. Work with Sales, Product, Customer Success, and Operations to keep numbers consistent from pipeline to cash to reported results.
- Automate and improve. Use AI and agentic workflows to cut manual effort in core finance work, starting with Budget vs. Actual analysis and pipeline reporting.
- Fundraising support. Support future fundraising by maintaining the investor-ready model, supporting diligence and data room needs, and preparing investor reporting.
What We're Looking For
- 5+ years in finance, ideally FP&A or strategic finance at a software or technology company or fast-paced startup. SaaS or subscription and usage revenue experience is required. Prior experience in Investment Banking, Big 4 Accounting or Private Equity is preferred.
- Strong financial modeling skills: revenue, OpEx and cash flow models that are structured, auditable and easy to hand off.
- Direct experience with SaaS or subscription and usage revenue models.
- Working knowledge of the accounting behind the forecast (such as subscription revenue recognition) and the SaaS metrics that matter, like ARR, retention, CAC and payback.
- Clear, accurate written and visual communication, including finance materials for senior audiences.
- Strong ownership and attention to detail. You deliver recurring work on time and flag issues early.
This is an existing vacancy.
At CapIntel, we design compensation with intention. Each role is assessed against the impact, skills, and experience it requires, and we align our pay to competitive market data so candidates know what to expect from the start.
Your final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be modified.
Compensation at CapIntel goes beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.
If you’d like to understand more about our approach, we’re happy to walk through it during the hiring process.
At CapIntel, we design compensation with intention. Each role is assessed based on the impact, skills, and experience it requires, and we align pay to competitive market data so candidates have clarity from the start.
For this role, the posted base salary range reflects our expectations for candidates hired into the role in applicable markets. Final compensation is determined based on factors including your experience, skillset, potential impact, and work location. The listed range is a guideline, and the range for this role may be adjusted as needed.
Compensation at CapIntel extends beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.
If you’d like to learn more about how we approach compensation, we’re happy to discuss it as part of the hiring process.
We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren’t always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.
Why you'll enjoy working hereLearn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.
Skills Required
- 5+ years of experience in finance, ideally FP&A or strategic finance at a software, technology company, or fast-paced startup
- Direct experience with SaaS, subscription, and usage revenue models
- Strong financial modeling skills, including revenue, operating expense, and cash flow models
- Working knowledge of accounting behind forecasts, including subscription revenue recognition
- Knowledge of SaaS metrics such as ARR, retention, CAC, and payback
- Clear, accurate written and visual communication for senior audiences
- Strong ownership and attention to detail
- Prior experience in investment banking, Big Four accounting, or private equity
What We Do
Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients. As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients. We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise. Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.
