FP&A Manager

ABOUT US

Circle Medical is the fastest-growing telemedicine provider in the US and has seen incredible growth of over 100% per year over the past three years.

Circle Medical is a venture-backed Y-Combinator healthcare startup on a mission to bring quality, delightful primary care to everyone on the planet. Built by top-tier physicians, engineers, and designers, our medical practice and underlying technology have pioneered how people find and receive care.

More about us can be found on our website.

DESCRIPTION

We are currently looking for a Financial Planning & Analysis Manager (FP&A Manager) to join the Finance team at Circle Medical Technologies. As we continue to grow, we are constantly searching for exceptional talent to be a part of our team. This position is based out of our offices in Montreal, Canada.

The FP&A Manager is a key leadership role within the finance department of an organization. This position is responsible for overseeing and managing the financial planning and analysis functions, providing strategic insights, and driving data-driven decision-making processes.

The FP&A Manager reports to the Director of Financial Operations and plays a significant role in shaping the financial strategy of the company, providing senior management with the information and analysis necessary to make informed decisions and drive sustainable growth.

WHAT YOU'LL DO

1. Financial Planning and Budgeting:
   • Lead the development and execution of the company's annual budgeting and quarterly reforecasting process.
   • Collaborate with department heads and business unit leaders to establish budgetary targets and financial goals.
   • Monitor and analyze actual financial performance against budget, identifying variances and proposing corrective actions as necessary.
2. Forecasting and Financial Modeling:
   • Own and maintain financial models (Growth and 3 statements) to forecast future financial performance based on various scenarios and assumptions.
   • Provide accurate and timely financial forecasts to support executive decision-making and planning processes.
   • Integrate and utilize FP&A Software (Planful) to improve forecasting capabilities, turnaround time and accuracy.
   • Identify trends, opportunities, and risks by analyzing financial data and market trends.
3. Management Reporting and Analysis:
   • Prepare and present regular financial reports to senior leaders.
   • Deliver insightful analyses of financial results, key performance indicators (KPIs) by Business Unit and Department, and business metrics to support strategic decision-making.
   • Provide meaningful insights into the company's financial performance and potential areas for improvement.
4. Business Partnering:
   • Collaborate with operational stakeholders locally and globally, to support their financial planning needs and align financial goals with operational strategies.
   • Work closely with business unit leaders to assess the financial impact of potential business initiatives and investments.
5. Team Management and Development:
   • Build and coach a team of analysts to develop their skills and perspective to better support the business.
6. Financial Analysis and Decision Support:
   • Evaluate capital allocation decisions, investment proposals, and cost optimization strategies to enhance financial performance.
   • Assess the financial impact of various business decisions and propose actionable recommendations.

WHAT YOU'LL BRING

• Bachelor's Degree in Finance/Accounting or related degree required.
• 7+ years of experience in progressively responsible financial roles.
• CFA, CPA or other relevant certifications helpful but not required.
• Proven experience in budgeting, forecasting, financial modeling, and financial analysis.
• Strong analytical and problem-solving skills with the ability to interpret complex financial data and perform sensitivity analysis scenarios.
• Excellent communication, emotional intelligence and presentation skills to convey financial insights to internal & external stakeholders.
• Advanced proficiency in financial software and visualization tools, such as Excel, Looker, Planful and MS Dynamics.
• Strategic thinking and the ability to align financial goals with overall business objectives.

WHAT WILL GIVE YOU AN EDGE

• Experience with customer cohort models and/or two-sided marketplace models.
• Passion for working in a mission driven and values focused culture.
• Proven track record with other startups or VC funded companies.
• Experience working in US Healthcare and tech.

COMPENSATION

In alignment with our values, Circle Medical has transparent salaries based on merit-based output levels, and our total rewards include equity options.

This is a full-time, salaried position with generous vacation, and full medical/dental benefits.

Additional Benefits:

• Flexible vacation & sick leave after 90-days.
• Paid bonus holidays in addition to local statutory holidays.
• $500 annual education and development reimbursement.
• Extended Medical, Dental, Vision, Disability & Life insurance benefits for eligible Employees, enhancing local provincial coverage (eligibility after 90-days).
• Wellness perks, including discounts for mental health programs and online wellness courses.
• Group RRSP + matching up to 4%.
• Weekly in-office team lunches!

Circle Medical is an equal opportunity employer and affirmatively seeks diversity in its workforce. Circle Medical recruits qualified applicants and advances in the employment of its employees without regard to race, color, religion, gender, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.