Manager, Revenue Planning & Analysis

About the Role

As the Manager of Revenue Planning & Analysis (RP&A), you will be central to maintaining financial rigor and forecast accuracy by owning the company's end-to-end revenue forecasting and performance reporting. This crucial role involves developing, executing, and maintaining core revenue models, monitoring performance against the plan, and ensuring accuracy and clear structure in all financial outputs. You will be expected to translate operating inputs into reliable forecasts, strengthen reporting discipline, and support planning cycles through close collaboration with Marketing, Sales, Product, and Finance and other teams. This position reports directly to the Director of Revenue Planning & Analysis.

NOTE: This role is hybrid, meaning that the team comes together in our Downtown Toronto office once a week.

What You'll Do

• Own the monthly and quarterly revenue forecast, maintain underlying models, and support annual planning/re-forecasting with structured assumptions.
• Track actual results against the forecast, analyze key drivers of variance, and investigate performance shifts in the P&L.
• Prepare recurring revenue reporting, ensuring accuracy and consistency across dashboards, models, and consolidated financial reporting.
• Partner closely with Accounting to reconcile revenue reporting and validate actuals.
• Collaborate with FP&A to align revenue outlook with cost structure and financial targets.
• Build and maintain scenario models to support planning and investment decisions.
• Monitor core revenue metrics, including growth, expansion, contraction, and churn trends.
• Collaborate with Product to model conversion, retention, pricing, and monetization initiatives and assess expected revenue impact.
• Improve forecast governance, financial controls, documentation standards, and reporting processes.

What You'll Bring

• 4+ years of experience in Corporate FP&A or Strategic Finance, with a specific focus on building complex, multi-variable Revenue Models (including New Biz, Expansion, and Churn).
• Deep mastery of recurring revenue metrics, with a proven ability to analyze and report on NDR (Net Dollar Retention), LTV/CAC, and Gross Margin impact.
• Experience supporting the Revenue portion of the Annual Operating Plan (AOP) and contributing to monthly/quarterly revenue re-forecasts with high accuracy.
• Proven ability to build scalable models in Google Sheets that translate funnel metrics (Leads, Conversion, ARPU) into actionable insights for the ELT and Board.
• Solid understanding of GAAP principles to ensure alignment between the revenue forecast and actual accounting outputs.
• Experience acting as a financial co-pilot to Marketing, Sales, and Product teams to evaluate pricing strategies, monetization initiatives, and ROI on acquisition spend.
• A documented history of improving forecast governance by automating manual data flows and integrating CRM (Salesforce) or billing data into financial models.

You'll Stand Out If You Have

• Bachelor’s degree in Finance or Accounting
• CPA or CFA designation (or active progress toward). 
• Familiarity with the Five-Step Revenue Recognition Model (ASC 606/IFRS 15).
• Experience using BI platforms (e.g., Looker, Tableau) and writing SQL queries.

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