Hybrid role in Montreal.
Experience Level: Minimum 3 years
Minimum Education Required: Bachelor's degree
Top Skills
- Advanced Microsoft Excel skills
- Advanced PowerPoint skills
- SAP experience
- BPC experience
Job Description:
Monthly Forecast Execution
- Support monthly forecast preparation (Outlook, Forecast 1, Forecast 2).
- Update forecasting models and validate assumptions.
- Build automation or agents for variance analysis.
- Document processes for each forecast submission.
Consolidated View of MX Expenses (Actual vs. Forecast) in Power BI
- Partner with the Finance Transformation team to identify gaps, overlaps, and potential double-counting, including allocations.
- Determine how allocations are treated, tracked, and reflected in actuals.
- Validate employee mapping across functions and cost centers.
- Assess whether G&A and Corporate Communications costs require separate tracking.
- Update forecasts to reflect revised employee mapping and associated costs.
- Support actual versus budget analysis using the new employee mapping.
- Establish a repeatable reconciliation process to ensure completeness, accuracy, and consistency between actuals and forecasts.
- Document data sources, expense treatments, and ownership for each expense category.
FY28 Budget Development
- Support the FY28 planning process by owning a defined workstream and partnering with the FP&A team and department leaders.
- Distribute budget templates, collect submissions, and follow up to ensure planning deadlines are met.
- Consolidate submissions and review for completeness, consistency with planning guidelines, and alignment with revised employee mapping.
- Update budget and forecast projections based on revised employee mapping and associated costs.
- Develop supporting analyses for management review, including variances against current-year forecasts and prior-year actuals.
- Model and compare planning scenarios, documenting key assumptions, drivers, and variances.
Headcount Tracking Process (Ashby)
- Develop a process to track approved headcount budgets, committed costs, and remaining funding by department.
- Establish a review process for new role requests, requiring department leaders to identify offsetting funding within existing budgets.
- Create a framework for evaluating role substitutions, including scenarios where a higher-cost role requires funding from multiple planned positions.
- Document approval requirements and update headcount plans and forecasts to reflect approved changes.
ARR Forecasting (Bi-Weekly)
- Support the bi-weekly ARR forecast by collecting inputs, updating projections, and validating assumptions.
- Analyze changes from prior forecasts and highlight key drivers, risks, and opportunities.
- Update revenue and billings forecasts based on revised ARR projections and timing assumptions.
- Refine billings assumptions and forecasting methodologies.
- Prepare supporting analyses and commentary for management review.
- Document forecasting processes, including data sources, assumptions, responsibilities, timelines, and the flow-through impact of ARR changes on revenue and billings.
ARR, ACV, and Billings Alignment
- Support alignment of ARR, ACV, and Billings with metric definitions.
- Document current MaintainX metric definitions, compare them with definitions, and quantify gaps.
- Assist in developing a bridge from current metrics to aligned metrics.
- Support the restatement of historical and forecasted figures under the new definitions
Agency placement number AP-2303110
