What You'll Be Doing
- Financial Reporting & Analysis
- Prepare and deliver high quality reporting for both internal and external stakeholders, including leadership, board and bank reporting
- Manage and maintain the cash model, budget, and financial forecasts to ensure accurate and reliable reporting
- Own ARR reporting and conduct budget vs. actual (BvA) analysis, providing insights to educate stakeholders, track financial performance and drive performance improvements
SaaS Metrics & Business Intelligence
- Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning
- Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions
Strategic Financial Planning
- Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning
- Leverage BI tools to provide insights into customer behaviours, revenue trends, and cost efficiencies
- Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions
What You’ll Bring
- 4-7 years in financial analysis, ideally in a B2B SaaS or tech environment
- Demonstrated ability to build and manage financial models and drive forecasting accuracy
- Proven experience partnering with leaders across different departments such as Sales & Marketing and Product & Engineering.
- Strong experience with financial modeling, forecasting, and SaaS metric calculations
- Advanced proficiency in Excel; experience with BI tools and reporting systems
- Strong business acumen and ability to translate complex data into actionable insights and communicate insights to non-finance stakeholders
- Confident presenting to stakeholders at all levels including executive
- A growth mindset—you enjoy solving problems, learning new tools, and improving processes
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What We Do
Founded by fleet management leaders in 1999, Cardata is the fully-managed vehicle reimbursement partner for field teams. Cardata collaborates with businesses by pairing easy-to-use technology and industry leading expertise to design the simplest and most cost-effective solutions for work-related driving. As a leading SaaS partner for employee-owned fleets, Cardata’s suite includes reimbursement software, IRS compliant tax-free programs, and business intelligence tools. This comprehensive approach reduces liability, lightens administrative burden, and generates average cost savings of over 30% when compared to traditional company cars or taxable allowances. Cardata is driving what matters to their partners by adopting a data-driven approach to reimbursement, co-creating solutions that align with customer goals while ensuring operational efficiencies. Programs include Fixed & Variable Rate Reimbursement, Tax-Free Car Allowance, and Cents per Mile. Could your field team be using their personal cars for work? Reach out to see how you can optimize your program. Visit cardata.co to learn more
