The Role
The Sr. FP&A Associate/Manager will oversee financial planning processes, manage SaaS metrics reporting, assist in M&A activities, and improve reporting tools.
Summary Generated by Built In
About Cority
Cority helps customers see and prevent risks across their operations in real time. Our EHS+ platform converges people, data, and AI agents to provide a clear view of information people can trust, automate workflows that make people more impactful, and deliver personalized insights and expertise to improve decision-making. While most solutions respond to risks one at a time, Cority helps prevent them across environmental management, employee health, safety, quality, and sustainability. For 40 years, Cority has been the market leader in EHS+, recognized by top analysts and trusted by more than 1,500 of the most complex organizations worldwide. Cority has received many awards for its strong employee culture and outstanding business performance. To learn more, visit www.cority.com.
Role Overview
We are looking for a sharp, driven FP&A professional to join our finance team. In this role, you will support core financial planning processes, own ARR and SaaS metrics reporting, and play an active role in M&A diligence and integration work. You'll partner closely with senior leadership and PE sponsors to deliver insights that drive strategic decisions.
Key Responsibilities:
- Financial Planning & Reporting
- Own monthly and quarterly financial reporting, including variance analysis and KPI dashboards for senior management and the Board
- Support annual budgeting and rolling forecast processes across the business
- Maintain and evolve ARR reporting, including bookings, churn, expansion, and net revenue retention metrics
- Build and maintain financial models for scenario planning, long-range planning, and business performance analysis
- Prepare Board and investor materials, including monthly reporting packages for PE sponsors
- Partner with leadership on strategic initiatives, providing financial analysis to support key investment and business model decisions
- Track and report on operational KPIs and leading indicators tied to business performance
- Support M&A diligence processes, including financial analysis, data room preparation, and target company assessment
- Assist with post-acquisition integration, including financial reporting alignment and model consolidation
- Drive continuous improvement in reporting processes, templates, and automation (Vena, Power BI)
- Enable self-serve reporting capabilities across the organization
Strategic & PE Support
M&A
Process & Tools
Qualifications:
- 4–7 years of experience in FP&A, strategic finance, investment banking, or PE-backed environments
- Strong SaaS fluency — deep understanding of ARR, MRR, churn, NRR, LTV/CAC, and related metrics
- Experience supporting or executing M&A processes (diligence, integration, or both)
- Exposure to PE-backed companies and familiarity with investor reporting requirements
- Advanced AI and Excel modeling skills; experience with Claude, Vena, Power BI, or similar tools is a plus
- Strong communicator — able to distill complex analysis into clear, concise insights for exec and Board audiences
- Highly organized, detail-oriented, and comfortable working in a fast-moving, unstructured environment
What We Offer:
- Remote-first work environment with home office and internet allowances
- Competitive health, dental, and retirement savings plans (RRSP / 401K)
- Annual fitness and training allowances
- Access to Udemy, internal development programs, and mentorship opportunities
- Mental health support via Calm and Talkspace
WHAT’S IN IT FOR YOU?
· An opportunity to work in a values-driven, performance oriented, dynamic and growth focused culture
· We support a remote working environment with a one-time home office allowance and subsidized monthly internet allowance
· Competitive health benefits, dental plans, and retirement savings plan (RRSP, 401K plan etc.)
· Annual fitness allowance
· Mental health support provided through access to Calm Premium meditation app and access to Talkspace
· Access to Udemy, internal training programs, annual training allowance and certifications (if applicable), and High Talent Programs
Cority is committed to a diverse and inclusive work environment. Cority is an equal opportunity employer and does not discriminate based on race, nationality, gender, gender identity, sexual orientation, protected veteran status, age, disability or any other legally protected status. For applicants who would like to request for accommodation please send an email to [email protected].
Top Skills
AI
Claude
Excel
Power BI
Vena
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The Company
What We Do
Cority is the global enterprise EHS software provider that empowers those who transform the way the world works. For over 35 years, Cority has been powered by a spirit of innovation, deep domain expertise, and a commitment to integrity that enables our customers to achieve higher levels of operational and sustainable performance. With the most comprehensive, human-centered, and secure SaaS platform, Cority helps people and businesses thrive around the world. The company enjoys the industry’s highest levels of client satisfaction and has received many awards for its strong employee culture and outstanding business performance. To learn more, visit www.cority.com.
