About PSD Citywide
Ready to make a real impact on communities across North America?
PSD Citywide isn't just a software company; we're transforming how Local, First Nations, and Regional Governments achieve success and build sustainable futures for their communities. As a recognized leader in Enterprise Asset Management, maintenance management, and planning solutions, we provide cutting-edge software and expert advisory services that improve infrastructure and public services.
Why join us? We are a "Fun-clusive" organization! This means we intentionally foster a supportive and engaging culture where your contributions are celebrated, your skills are rewarded, and your career growth is encouraged.
Ready to influence change? Bring your expertise in technology and data to our team and directly shape how local governments improve service delivery. Apply now!
Our team thrives on collaboration, innovation, and making a difference. As we continue to grow, we're looking for a Lead, FP&A to fill an existing vacancy and join our Finance in a hybrid role - working in office at our downtown London Office on occasion depending on location. If you're passionate about technology, problem-solving, and helping businesses maximize their potential, we want you to be a part of our team!
Job Overview
We are seeking a highly analytical and business-oriented finance professional to join our Finance team as our first dedicated FP&A hire. Reporting directly to the Chief Financial Officer (CFO), the Lead, FP&A will have the opportunity to build and scale the Financial Planning & Analysis function within a fast-growing, growth equity-backed SaaS company serving the public sector.
This is a highly visible, hands-on role that combines strategic finance with day-to-day execution. The Lead, FP&A will continue building scalable processes, financial models, reporting, and business partnerships that enable data-driven decision-making across the organization. This individual will work closely with the CFO and cross-functional business leaders to support rapid growth, operational excellence, investor reporting, and long-range financial planning.
The successful candidate will bring a builder's mindset and enjoy creating structure, processes, and best practices from the ground up. As the company grows, this role has the opportunity to evolve into the future leader of the FP&A function.
The Lead, FP&A will also embrace modern finance technologies and AI, including Claude Teams, to improve productivity, automate workflows, enhance financial analysis, and modernize planning and reporting processes while maintaining appropriate financial controls and data governance.
What We Offer
Competitive Compensation: We offer competitive salaries that recognize your skills and experience
Wellness Coverage: Enjoy a comprehensive health and wellness benefits package that keeps you and your family secure and healthy
Flexible Working: Work where you thrive! Enjoy remote work flexibility (specific regional options apply) while staying connected to our supportive team
Work-Life Balance: Benefit from Flex Hours to manage your personal life and Paid Time Off (PTO) so you can fully recharge
Unwind Early: Say hello to summer with our popular Summer Fridays—shorter work weeks to help you kick-start the weekend
Culture & Community: Participate in fun social events (both virtual and in-person) and contribute to charity initiatives as part of our community focus
Career Growth: Our Career Framework provides clear, structured paths for growth and ongoing learning, ensuring you reach your professional goals
Job Duties & Responsibilities
FP&A Function & Strategy
- Serve as the company's foundational FP&A leader, building the FP&A function, processes, and capabilities from the ground up.
- Partner directly with the CFO to support the company's financial strategy, planning, forecasting, and performance management.
- Design and implement scalable budgeting, forecasting, long-range planning, and management reporting processes.
Financial Modeling & Reporting
- Build sophisticated financial models to support revenue forecasting, operating expenses, headcount planning, cash flow, and strategic initiatives.
- Continue refining executive dashboards, KPIs, and management reporting that provide timely, actionable insights to the CFO and executive leadership team.
- Prepare monthly and quarterly reporting packages for executive leadership and the Board of Directors.
Cross-Functional Partnership
- Partner closely with Sales, Customer Success, Product, IT, Marketing, and Services to evaluate business performance, identify opportunities for operational improvement, and provide actionable financial recommendations that support strategic decision-making.
- Analyze key SaaS metrics, including:
- Annual Recurring Revenue (ARR)
- Monthly Recurring Revenue (MRR)
- Net Revenue Retention (NRR)
- Gross Revenue Retention (GRR)
- Customer Acquisition Cost (CAC)
- CAC Payback
- Lifetime Value (LTV)
- Gross Margin
- Rule of 40
- Churn and customer cohort performance
Strategic Finance & Investor Support
- Support lender requests, strategic finance initiatives, due diligence, and long-range financial planning.
- Continuously improve finance systems, reporting, planning processes, and internal controls to support a growing organization.
- Collaborate with the Accounting team during month-end close to ensure accurate financial reporting and meaningful variance analysis.
AI & Technology
- Utilize Claude Teams extensively to accelerate financial analysis, automate reporting, improve documentation, summarize financial results, and enhance forecasting workflows.
- Develop AI-enabled workflows and prompt strategies that improve the speed, quality, and consistency of financial planning and analysis.
- Evaluate opportunities to integrate AI into budgeting, forecasting, variance analysis, and management reporting while maintaining appropriate financial controls and data governance.
- Champion continuous improvement through automation and emerging finance technologies.
Execution
- Roll up your sleeves to build financial models, perform detailed analyses, prepare executive presentations, and deliver actionable insights. This is a builder role where execution is just as important as strategy.
- Other duties as required.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- 5–8+ years of progressive FP&A or strategic finance experience, preferably within a SaaS company with recurring revenue and a private equity or growth equity-backed organization.
- Strong understanding of SaaS subscription economics and key performance metrics, including ARR, MRR, NRR, GRR, CAC, CAC Payback, LTV, Gross Margin, Rule of 40, churn, and customer cohort performance.
- Demonstrated expertise building sophisticated financial models and business cases, with advanced Microsoft Excel and financial modeling capabilities.
- Experience using Sage Intacct for financial reporting, planning, and analysis.
- Hands-on experience using Claude Teams or comparable enterprise AI platforms within a finance environment.
- Excellent communication and presentation skills, with the ability to translate complex financial information into clear business insights.
- Self-starter with a builder mindset who is comfortable creating structure, processes, and scalable solutions in a growing organization.
- Experience building or scaling an FP&A function, including forecasting processes, management reporting, financial models, and executive dashboards.
- Experience supporting growth equity-backed companies, including investor reporting,, strategic finance initiatives, and financial due diligence.
- Experience in GovTech, Public Sector software, or other regulated SaaS industries is preferred.
- Experience supporting a high-growth SaaS company with approximately $10M–$100M in Annual Recurring Revenue (ARR) is preferred.
- Experience implementing or optimizing FP&A systems, reporting infrastructure, and AI-enabled finance workflows is preferred.
- Experience with Power BI, Tableau, or similar business intelligence platforms; Salesforce CRM; Adaptive Planning, Planful, Pigment, Anaplan, or similar FP&A planning tools; SQL or other data analysis tools is preferred.
- Exposure to data warehouses, business intelligence platforms, and modern analytics environments is preferred.
- CPA, CFA, or MBA is considered an asset.
The Candidate Journey
Resume Review: Once you apply, an actual person will review your resume and we are committed to getting back to you with a response.
Phone Interview: PSD's People and Culture team will connect with you to learn about your experience and discuss the role further. They'll also give you an understanding of what the interview process involves, along with an estimated timeline.
Virtual Interview: Depending on the position, there will be one or two interviews with the Hiring Team that will include questions related to your skills, work experience, values and goals. We provide the opportunity to meet with a wide range of staff members so you can learn more about life at PSD Citywide.
Offer/Feedback: The Hiring Team will debrief and make a decision within a few days of your final interview. If successful, your Recruiter will present you with a verbal offer, followed by a formal offer letter via email. If the timing was not right for this particular opportunity, we will connect with you and provide feedback.
PSD Citywide is committed to ensuring equal access and participation for people with disabilities. We believe in integration, and we are committed to meeting the needs of people with disabilities in a timely manner. We will do so by removing and preventing barriers to accessibility.
We are committed to accommodating people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the recruitment and selection process. Should you require any accommodation, please indicate this when you apply, and we will work with you to meet your accessibility needs.
PSD Citywide may use Google Gemini to assist with recruitment note taking during the hiring process. While we incorporate select AI features to enhance process efficiency, we remain committed to human-led decision making. All AI-generated outputs are subject to human review to ensure accuracy and fairness.