Sr. Financial Analyst, FP&A

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.