The Role
Support execution of cross-functional FP&A focused on topline, revenue, and GTM costs. Build advanced financial models and BI reports, perform scenario and ad-hoc analysis, partner with GTM leaders and systems teams to automate reporting, and support month-end close, budgeting, and forecasting.
Summary Generated by Built In
At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that’s founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.
With the largest long-term and post-acute care dataset and a Marketplace of 400+ integrated partners, our platform serves over 30,000 provider organizations, making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top private cloud company and honored as one of Canada’s Most Admired Corporate Cultures, we offer flexibility, growth opportunities, and meaningful work.
At PointClickCare, we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity, productivity, and thoughtful decision-making. By integrating AI tools into our daily workflows, collaboration is enhanced, outcomes are improved, and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission, and we continue to invest in training and development to nurture innovation throughout the employee journey.
Join us in redefining healthcare — so it doesn’t just survive, it thrives. To learn more about PointClickCare, check out Life at PointClickCare and connect with us on Glassdoor and LinkedIn.
**Travel to Office expectations**
For Remote Roles: If this role is remote, there will be in-office events that will require travel to and from the Mississauga and/or Salt Lake City office. These will include, but not limited to, onboarding, team events, semi-annual and annual team meetings.
For Hybrid Roles: If this role is Hybrid, there will be an expectation to reside within commutable distance to the office/location specified in the job listing. This will include, but not limited to, weekly/bi-weekly/monthly events in the office with your specific team. This is a requirement for this role.
Position Summary:
Reporting to the Manager, Financial Planning & Analysis (FP&A) Business Partnerships, the Sr. Financial Analyst will be responsible for supporting the execution of cross-functional financial planning and financial performance reporting, with a specific focus on topline, revenue, and GTM (Go-To-Market) costs. In addition, the Sr. Financial Analyst will perform analysis to advise on strategic decisions that will impact the financial outlook for the business. The scope of the role will specialize in Topline (from Bookings to Annual Recurring Revenue), and GAAP Gross Margin (from Revenue to GTM Costs).
The role will require a high level of technical aptitude, designing and implementing advanced financial models, converting large volumes of data into tools that are tailored for executive decision making. Therefore, significant experience with Business Intelligence (BI) tools, FP&A systems, and advanced Excel functionality (e.g. Power Pivot, Power Query) is a strict requirement. The role brings analytical, data mining, data modeling and data management skills, and ability to utilize data to drive strategic business directions. Most importantly, the candidate must have a proven track record of achieving outstanding business outcomes through this type of financial modelling and business partnering.
Key Responsibilities:
- Support execution of financial planning, including:
- o Develop financial tools to enable setting Topline (e.g. New Revenue, Churn) and Cost Efficiency targets (e.g. Sales efficiency)
- o Develop financial tools to enable capacity planning to validate the resource levels needed in GTM functions in the future
- o Scenario planning, understanding the impact on Long-Range Plan from different outcomes and creating upside and downside financial projections
- o Enable planning across different time horizons (quarterly, annual, multi-year)
- Evolve financial performance reporting, including:
- o Design and implement reporting that delivers the necessary insights on Budget vs Actual (BvA) performance to help establish the appropriate actions to perform to Budget or growth / efficiency improvement levers
- o Market, customer, and product level financial trend and insights, understanding the different financial profile of different financial profile of different offering types (e.g. Strategic Partnerships, Marketplace)
- Own certain relationships with GTM function leaders, acting as their key liaison on any topics related to costs (actuals and forecasting)
- Support execution of traditional FP&A cycles, including but not limited to Month-end Close, Annual Budgeting, and Quarterly Forecasting
- Perform ad-hoc analysis to advise on decisions that impact the financial outlook of the business, including but not limited to, new product launches, new Strategic Partnerships, and major capital investments
- Partner with systems focused teams (e.g. Corporate Data Office, Office of CIO) to automate and systemize any analytics or new models that are deemed vital to include in centralized reporting platforms (e.g. FP&A systems, 360 Insights)
- Identify and adopt AI use cases that will strengthen the quality and agility of planning and analyzing
- Work collaboratively with accounting during monthly / quarterly close cycles to ensure actuals are booked with accuracy, including maintaining accurate and up to date accruals
Required Experience:
- 3-5 years of experience in FP&A, Strategy, or teams with similar responsibilities. Experience in technology or SaaS industry revenue is preferred.
- Experience working with GTM functions (e.g. Sales, Professional Services, Customer Success, Customer Support, Marketing) is highly desirable
- Significant experience in designing and implementing with BI / visualization platforms, FP&A platforms (e.g. IBM planning & Analytics, Workday Adaptive), and advanced Excel functionality (e.g. Power Query, Power Pivot) is a key requirement
- Experience in adapting AI use cases is highly desirable
- Bachelor’s degree in business / finance / accounting-related field required
- Experience across entire lifecycle of building new tools or financial models, including ideation, design, implementation, and sustainability
- Proactive self-starter and teammate, ability to learn quickly, be adaptable to change and organizational landscape
- Analytical problem-solving skills, ability to contextualize data effectively and efficiently. Able to understand data models, in order to follow how data flows across systems, to achieve the desired accuracy in reporting.
- Team player with strong interpersonal skills and sound business judgment
- Fit into a high-performance culture: Passion, People, and Performance.
#LI-TW1
#LI-Hybrid
PointClickCare Benefits & Perks:
Benefits starting from Day 1!
Retirement Plan Matching
Flexible Paid Time Off
Wellness Support Programs and Resources
Parental & Caregiver Leaves
Fertility & Adoption Support
Continuous Development Support Program
Employee Assistance Program
Allyship and Inclusion Communities
Employee Recognition … and more!
It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact [email protected] should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, PointClickCare uses AI tools to assist with candidate screening and assessment.
When you apply for a position, your information is processed and stored with Lever, in accordance with Lever’s Privacy Policy. We use this information to evaluate your candidacy for the posted position. We also store this information, and may use it in relation to future positions to which you apply, or which we believe may be relevant to you given your background. When we have no ongoing legitimate business need to process your information, we will either delete or anonymize it. If you have any questions about how PointClickCare uses or processes your information, or if you would like to ask to access, correct, or delete your information, please contact PointClickCare’s human resources team: [email protected]
PointClickCare is committed to Information Security. By applying to this position, if hired, you commit to following our information security policies and procedures and making every effort to secure confidential and/or sensitive information.
Skills Required
- 3-5 years of experience in FP&A, Strategy, or similar roles
- Bachelor's degree in business, finance, or accounting-related field
- Significant experience designing and implementing BI/visualization platforms and FP&A platforms (e.g., IBM Planning & Analytics, Workday Adaptive)
- Advanced Excel skills, including Power Query and Power Pivot
- Proven experience designing and implementing advanced financial models and tools across ideation to sustainment
- Experience partnering with GTM functions (Sales, Customer Success, Professional Services, Marketing)
- Experience in technology or SaaS industry revenue
- Experience identifying and adopting AI use cases for planning and analytics
- Analytical problem-solving and ability to understand data models and data flows across systems
- Ability to collaborate with accounting during close cycles and maintain accurate accruals
PointClickCare Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PointClickCare and has not been reviewed or approved by PointClickCare.
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Healthcare Strength — Health and dental coverage appear robust, with wellness and assistance programs reinforcing core medical benefits. Coverage quality stands out relative to other benefit elements.
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Leave & Time Off Breadth — PTO and paid holidays are characterized as generous, and flexible work-from-home options are widely available. Occasional extras like summer half‑day Fridays further expand time-off flexibility.
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Flexible Benefits — A customizable mix is evident through remote/hybrid arrangements, day-one eligibility, and a lifestyle or personal spending account. Benefits such as wellness credits and support resources can be tailored to individual needs.
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The Company
What We Do
PointClickCare is the market leader driving the transformation of healthcare vulnerable and complex populations through a broad, connected care network powered by deep insights with a commitment to value, outcomes and innovation. We connect post-acute and acute care settings, people and systems like no other company. Our steadfast commitment to our culture and to providing growth opportunities to our employees is evidenced by recent recognition of PointClickCare as one of Canada’s best-managed companies and most admired corporate cultures.
