Senior Financial Analyst

Summary

Join Lillio, a Series B, private-equity-backed company, as a Senior Financial Analyst. This senior individual contributor role involves developing and maintaining financial models, analyzing data, creating forecasts, assisting with budgeting, and preparing reports. You will contribute to process improvements within a dynamic SaaS company and work closely with the CFO. The ideal candidate has 5-7 years of experience in financial analysis, preferably in SaaS or technology, and a strong understanding of Canadian accounting standards. Lillio offers a remote-first work environment, comprehensive health benefits, 401k matching, paid time off, professional development opportunities, and more.

Requirements

• 5-7 years of experience in financial analysis roles
• Strong background in financial reporting under Canadian accounting standards (ASPE or IFRS), and experience with external audits
• Proficiency in accounting software (e.g., NetSuite, QuickBooks, Xero, or similar)
• Strong Excel and Google Sheets skills (advanced formulas, pivot tables, and financial modeling)
• Familiarity with financial automation tools for streamlining accounting processes

Responsibilities

• Develop and maintain complex financial models to project revenues, expenses, and financial outcomes
• Analyze historical data and market trends to create accurate financial forecasts
• Collect and examine financial data to identify trends, opportunities, and potential risks
• Deliver insights and actionable recommendations to support strategic initiatives
• Assist in the formulation and management of departmental budgets
• Conduct cost analyses to optimize financial efficiency and ensure budget compliance
• Prepare comprehensive financial reports and presentations for management and stakeholders
• Ensure precision and clarity in all documentation and drive effective communication of financial results

Preferred Qualifications

• Experience in SaaS or technology-focused companies is highly preferred, with a deep understanding of subscription-based revenue models and SaaS metrics (e.g., MRR, ARR, Churn, LTV)
• Prior experience working with Private Equity-backed businesses and familiarity with the expectations and reporting standards PE firms require
• Demonstrated experience in contributing to the finance function at a growth-stage company, including modelling, forecasting, data analysis, and reporting
• Experience with payroll and expense software in a SaaS environment, eg. Float, Deel, Rippling, ADP
• Experience with companies that have gone through an M&A process
• Experience with companies in the manufacturing sector

Benefits

• Flexible working arrangements; we are a remote-first company who gathers together (virtually) every quarter, and in-person at least once per year. You must be willing to travel in-person as required for the role
• Health benefits package includes medical, dental and vision
• 401K matching, and HSA contribution for US employees
• Paid time off, including vacation, personal and volunteer days
• Opportunities for learning, mentorship and professional development
• A subscription to the mindfulness and meditation platform, Headspace
• Ongoing team-wide and company-wide virtual social activities and success celebrations