COMPANY: Canoe Intelligence

WEBSITE: https://canoeintelligence.com/

TITLE: FP&A Analyst

LOCATION: New York City (hybrid)

SALARY: $90,000 - $100,000 + bonus & equity

The Role:

We’re looking for an FP&A Analyst to join our growing Finance team and help support planning, forecasting, and performance reporting as the business scales. You’ll own the development and maintenance of financial models, budgets, and dashboards that inform key business decisions across the company.

This is a great opportunity for someone who thrives in a high-growth SaaS environment, has strong analytical instincts, and enjoys building scalable financial processes from the ground up. You’ll collaborate closely with Finance leadership, Accounting, and cross-functional partners across Sales, Product, and Operations, with meaningful exposure to senior leadership and board-level reporting.

What You’ll Do:

Financial Planning & Forecasting:

• Support and continuously improve the annual planning, quarterly forecasting, and long-range forecasting processes

• Build, maintain, and refine dynamic financial models

• Perform variance analysis versus plan, forecast, and prior periods; surface key trends, risks, and drivers for leadership review

• Assist with Board Presentation creation

Reporting & Analytics:

• Produce monthly management and executive reporting packages, including KPI dashboards and concise written insights

• Track, analyze, and explain core SaaS metrics

• Partner closely with Accounting to ensure accurate actuals, clean close alignment, and consistent reporting inputs

• Analyze unit economics and cost drivers across customers, products, and teams to support pricing, resourcing, and investment decisions

• Support headcount planning and hiring forecasts in partnership with People and department leaders as the company scales

• Assist in building and maintaining investor-ready reporting, including metrics used in board materials and fundraising diligence

Business Partnering:

• Act as a finance partner to GTM, Product, and Operations teams to support performance tracking and decision-making

• Help department leaders manage budgets through spend analysis, forecast updates, and ROI evaluation

• Deliver ad hoc analyses and scenario models to support strategic decisions and leadership requests

• Partner with Revenue Operations to support ARR reconciliation, bookings forecasting, and pipeline-to-revenue analysis across customer segments

Strategic & Ad Hoc Projects:

• Support board reporting, fundraising analysis, and investor diligence as needed

• Contribute to scaling FP&A infrastructure, including process improvements, systems optimization, and data quality enhancements

• Help automate and standardize reporting and planning workflows as the company grows

• Improve data accuracy and consistency across finance systems by validating inputs, reconciling sources, and documenting assumptions

What We’re Looking For:

• 2–4 years of experience in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role

• Strong financial modeling skills with advanced proficiency in Excel and/or Google Sheets

• Experience working with SaaS or recurring-revenue business models

• Familiarity with FP&A platforms (e.g., Mosaic, Planful, Datarails, or similar tools)

• Ability to translate complex data into clear insights, narratives, and recommendations

• Strong attention to detail and ability to operate effectively in a fast-paced, high-growth environment

Preferred:

• Experience at a high-growth startup or SaaS company

• Hands-on exposure to ARR forecasting, churn analysis, and GTM performance metrics

• Experience with BI tools (Looker, Tableau, Mode) and/or financial systems (NetSuite, Adaptive, Anaplan)

• Bachelor’s degree in Finance, Accounting, Economics, or a related field

What You’ll Get:

• Medical, dental, vision benefits

• Flexible PTO

• 401(k)

• Flexible work from home policy

• Home office stipend

• Employee Assistance Program

• Gym/Wifi reimbursement

• Education assistance

• Parental Leave

Our Values:

• Client First —> Listen, and deliver client-centric solutions

• Be An Owner —> Take initiative, improve situations, drive positive outcomes

• Excellence —> Always set the highest standard for yourself and others

• Win Together —> 1 + 1 = 3

Who We Are:

Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.

Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.