Manager - Financial Planning & Analysis

Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Financial Services, and Education. We own and operate dozens of vertical‑market software companies serving customers across North America, including Fortune 500 enterprises, financial institutions, state governments, school systems, SMBs and hospitals.

We are profitable, founder‑led, in high‑growth mode; backed by over $130M from tier‑1 investors and leading technology founders. Our portfolio has grown from 0 to 400+ team members in 4 years, primarily by buying great companies, investing in their products, and helping their teams win. Embrace is an Inc. 5000 fastest‑growing US company.

This is a remote position.

Reports to: SVP Finance

Direct Reports: 2 Financial Analysts (and growing)

About the Role

We are looking for a hands‑on FP&A; Manager to serve as a strategic partner to our Business Unit Presidents and the Executive Team. This is not a "back‑office" reporting role; you will drive profitability by modeling pricing strategies, analyzing churn, and optimizing margins.

Crucially, you will lead our financial transformation. We are moving from manual Excel‑based processes to NetSuite Planning and Budgeting (NSPB). You will be the architect of this transition, helping us build a scalable, automated financial engine.

Key Responsibilities

1. Strategic Business Partnering

- Drive Profitability: Partner with Business Unit (BU) Presidents to identify margin improvements. Model the financial impact of operational decisions, including price increases, cost rationalization, and headcount planning.
- Executive Decision Support:



Handle high‑priority ad‑hoc requests from the CEO and SVP Finance. Provide clear, data‑backed answers to complex questions about portfolio performance.
- SaaS Metrics: Monitor and analyze key drivers, including GDR, NDR, churn, and ARR growth.

2. Systems Transformation (The "Build" Phase)

- NSPB Implementation: Lead the design, implementation, and maintenance of NetSuite Planning & Budgeting (NSPB).
- From Excel to Automation: Systematically reduce reliance on manual Excel spreadsheets. Build automated data flows to ensure "one source of truth" for all financial reporting.
- Process Improvement: Continuously refine the forecasting process to improve accuracy and reduce the time‑to‑close.

3. Core FP&A; & Leadership

- Reporting Excellence: Own the preparation of the monthly Management Reporting Package, including variance analysis (Actuals vs. Budget vs. Forecast) and executive commentary.
- Budgeting & Forecasting: Lead the consolidated annual budget and monthly rolling forecast processes across all business units.
- Team Development: Manage, mentor, and review the work of Financial Analysts. Foster a culture of attention to detail and high standards.

Who You Are

- The "Excel Master": You are a top Excel user (complex nested formulas, index/match, power query, energetic modeling). You build models that are robust, audit‑proof, and scalable.
- The "System Architect":



You understand that Excel is not a database. You have an aptitude for systems and data structure. Experience with NetSuite and NSPB is a strong plus.
- The "Detail‑Oriented Reviewer": You spot the error in row 450 before anyone else does. You take pride in sending out error‑free reports.
- The "Commercial Mind": You understand software business models (recurring revenue, deferred revenue) and can explain financial concepts to non‑financial business leaders.

Requirements

- Experience: 5–8+ years of progressive experience in FP&A; or Corporate Finance.
- Industry: Experience in Software/SaaS or a multi‑entity/consolidated setting is highly preferred.
- Education: Bachelor’s degree in Finance or Accounting. CPA or CFA is preferred.
- Tools: Advanced proficiency in Excel is mandatory. Experience with NetSuite or other ERP/CPM tools is a significant asset.

Benefits

- Competitive salary, ensuring fair and transparent compensation.
- Global Team Collaboration—work alongside extremely talented professionals from around the world.
- Professional Growth Support with access to training programs designed to enhance your skills and expand your knowledge.
- Clear Career Progression and excellent opportunities for long‑term advancement within the organization.
- Comprehensive Health Benefits to support your wellbeing and peace of mind.
- Adaptable Remote Work Options that empower you to balance work and life effectively.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

Industries

Software Development

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📌 Manager - Financial Planning & Analysis (Montreal)
🏢 Embrace Software
📍 Montreal