Plooto is a Canada-born fintech company on a mission to give small and mid-sized businesses the financial power to succeed on their own terms. We make payments secure, accurate, and stress-free so businesses and their accountants can spend less time in the books, confidently manage cash flow, and make smarter decisions every day. We're a team that builds with integrity, agility, and heart, and we're looking for customer-minded pros who share our passion to join us as we scale.

We’re hiring a Strategic Finance Lead to embed with the teams that drive our business — GTM, Product, and others as we grow — and raise the quality of decisions across the company. This is a partnering seat, not a reporting one: you’ll be in the room when a decision is being framed, not summarizing it afterward. You’ll write one — defining how finance partners with the business as the function grows.

Is this a healthy shift or an early warning? That takes persistence — following the signal and going to find the data rather than waiting for it. Today this role partners most closely with GTM — subscriber forecasting — and Product, where you’ll forecast TPV and revenue by product line and payment rail.

As we grow, that will likely extend to Payments Strategy, Risk, and Operations. We’ll be straight with you: we haven’t fully defined what finance support for those teams looks like yet, and we don’t expect one person to cover everything at once. Part of this job is helping us decide where finance partnership earns the most — and saying so when something should wait.

SQL pulling live from Databricks into models that refresh themselves, analysis that’s reproducible instead of rebuilt each month,



and AI in the workflow where it genuinely saves time. Much of our forecasting runs on Excel today, supported by live pipelines from our data warehouse. You’ll help us decide and build it.

Strategic finance is three people: the Senior Director (your manager), a Senior Financial Analyst, and you. The analyst owns the core FP&A; engine — the company model, actuals, month-end performance analysis, and investor reporting. This is a senior individual-contributor role today, with no direct reports.

Finance is in product and GTM decisions early enough to shape them — not brought in to forecast something already decided. Embed with those teams — challenge assumptions, frame tradeoffs, and bring a return-on-investment lens to decisions before they’re made. Help teams get closer to their own KPIs and the data behind them.

Build and maintain live data pipelines — write SQL against our data warehouse (Databricks) to keep models refreshing on live data rather than manual pulls. Help modernize our planning infrastructure with the Senior Director — tooling, automation, or architecture. Distill complex analysis into crisp stories for executive and board audiences.

Partner with the Senior Financial Analyst to keep forecasting, budgeting, and reporting coherent as Plooto scales. 7+ years in strategic finance, FP&A;, or business analytics — ideally in fintech,



SaaS or another recurring-revenue business. ~ Payments or transaction economics — take rate, transaction mix across rails, cost per transaction, and how volume converts to revenue. Hands-on SQL against a warehouse (Databricks or similar) wired into Excel, building live-refresh workflows rather than static exports. ~ Advanced Excel and driver-based modeling , with the ability to rebuild as the business and your understanding change. ~ Comfort reasoning about cause, not just correlation — you can tell a deliberate test from a drift, ask what the hypothesis was, and judge whether a result is real. ~ Exceptional communication — you can make a complex analysis simple and persuasive for technical and non-technical audiences, and hold your own with business leaders. ~ Experience helping select or implement FP&A; planning tooling. The biggest reason small businesses fail is poor financial management and cash flow — and Plooto fixes that.

We have strong product-market fit, a massive prospect ahead, and the backing of experienced fintech leaders. You'll join a team that cares deeply about customer impact, takes pride in our craft, and moves with urgency. We're just getting started — and you'll help shape the next chapter of our growth story.

Our Commitment to Inclusion Plooto is committed to building an inclusive workplace where people of all backgrounds, experiences, and perspectives can thrive. Accommodation is available throughout the recruitment process in accordance with applicable accessibility legislation. If you require accommodation at any stage, please let us know—we’re happy to work with you.

📌 Strategic Finance Lead New Remote - Canada (Vancouver)
🏢 Plooto
📍 Vancouver