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Suitability Review Analyst
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Mississauga, ON · Primerica Financial Services Ltd (CAN)
- Full-time
We are looking for a temporary Suitability Review Analyst to join our PFSL Dept.
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GO
Service Desk Analyst
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The Mutual Fund & ETF Tax Analyst is responsible for supporting the tax operations, analysis and reporting requirements of mutual funds and exchange-traded funds (ETFs).
Added 32 mins ago
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- Full-time
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BlueCat

Senior Financial Analyst, FP&A

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Experience: 4–6 years of progressive experience in FP&A, corporate finance, or business partnering;
Posting language: English
Posted: Oct 29, 2026

Original job description

We're BlueCat - a Great Place to Work for good reason. Our team solves critical network challenges for some of the world's largest organizations. In simple terms, we manage the systems that keep networks running smoothly, securely, and reliably - the backbone infrastructure that powers digital transformation for enterprises globally. Our Intelligent Network Operations platform delivers and enables AI-driven agentic ops at scale, automating and simplifying how companies manage, secure, and optimize their networks.

But what makes us different is how we work: we believe great work happens in an environment where you're trusted, heard, and supported. With teams globally, we're building a workplace culture that values collaboration and integrity as much as innovation. If you're looking to advance your career with a company that invests in its people, this is it.

About the Role

BlueCat is looking for a Senior Financial Analyst to serve as the FP&A business partner to our Sales, Professional Services, Customer Success, and Marketing leaders. You will own the monthly financial rhythm for these functions (variance analysis, reforecasting, and stakeholder reviews), support Board reporting and commentary, and help leaders make better decisions with data.

You will also help us push FP&A beyond the P&L. This means building the commercial and unit-economics analytics our leaders and our PE sponsor increasingly expect, and finding smarter, AI-enabled ways to produce them. We are a PE-backed company modernizing how Finance works, and we want someone who is excited to experiment, challenge how things are done today, and help build the better way.

Key Responsibilities

Commercial Business Partnership: Act as the trusted finance partner to the heads of Sales, PS, Customer Success, and Marketing. Be their go-to for spend, headcount, performance, and trade-off questions, and provide analysis that supports their business decisions (investment cases, hiring, program ROI, pricing and packaging, territory and capacity).
Monthly Variance Analysis & Stakeholder Reviews: Own monthly actual-vs-budget/forecast variance analysis for your functions, explain the drivers in clear business terms, and lead monthly reviews with each business partner.
Forecasting & Reforecast: Lead the reforecast cycle for your functions, including headcount, variable costs, commissions, and program spend. Document assumptions clearly and keep them aligned with the top-line forecast.
Board & Executive Reporting: Prepare and support Board, sponsor, and executive reporting, including commentary, KPI packages, and ad hoc requests, to a high standard and on tight deadlines.
Budget & Planning: Support the annual budget process with documented assumptions for your functions, working with leaders to translate strategy into a financial plan.
Analytics Beyond the P&L: Build and maintain commercial and unit-economics metrics such as CAC and LTV, bookings vs. OTE and quota attainment, ARR renewal coverage and retention (GRR/NRR), PS utilization and profitability, and hardware margins. Turn them into recurring, trusted views for leaders.
Sales Compensation Support: Partner with Sales, RevOps, and Finance on commission plan analysis, cost modeling, and attainment tracking so plans drive intended behavior and stay within financial goals.
Process Improvement & AI Enablement: Identify manual and inefficient workflows across FP&A and redesign them. Experiment with AI tools and automation to speed up analysis, commentary, and reporting, and share what works with the team.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
4–6 years of progressive experience in FP&A, corporate finance, or business partnering; SaaS or technology company experience strongly preferred.
Strong written and verbal communication: you explain complex results clearly to non-finance leaders and the Board, tell the story behind the numbers, write concise commentary, and build trust with business partners at every level.
Highly responsive: you turn around questions and requests quickly and keep stakeholders informed.
Advanced Excel and financial modeling skills (required).
Strong understanding of SaaS metrics and subscription economics (ARR, bookings, retention, CAC/LTV) and of how Sales, Marketing, PS, and Customer Success operate.
Proven ability to turn data into clear recommendations and to present confidently to senior leaders.
Curiosity and a hands-on attitude toward AI and automation: you have used, or are eager to use, AI tools to improve how finance work gets done.
Self-starter who is comfortable with ambiguity, takes ownership, and thrives building processes rather than simply running them.
Strong attention to detail, with sound judgment on what matters.

Nice to have:

Experience with an FP&A/planning tool (e.g., Pigment, Anaplan, Adaptive).
Experience with an ERP (e.g., NetSuite) and CRM (e.g., Salesforce).
Experience using AI tools such as Claude to automate analysis and reporting.
Experience with PE-backed or sponsor-reporting environments.

What Success Looks Like

Accurate, timely monthly variance analysis and forecasts, with business partners who see you as a responsive, trusted advisor.
Board and executive reporting delivered on time, with clear, insightful commentary.
New recurring analytics (e.g., CAC/LTV, bookings vs. OTE, renewal coverage, PS profitability, HW margin) adopted by business leaders.
Measurable reduction in manual effort through process redesign and AI-enabled workflows.
Business decisions in your partner functions that are visibly better informed by your analysis.

Compensation & Location

[HR to complete: location, salary range, bonus eligibility, and equal opportunity statement.]

\n\n

If you share our enthusiasm for the future of our company and are eager to contribute to our vibrant workplace, we look forward to receiving your application! Our comprehensive benefits encompass your health, financial well-being, and overall wellness, and we are committed to providing an exceptional work environment, enriching employee programs, and fostering a remarkable company culture. At our core, we champion values such as transparency, curiosity, respect, and above all, the pursuit of enjoyment.

In addition, we offer a range of appealing perks, including:

A Professional Development Budget

Dedicated Wellness Days and Wellness Week

A Lifestyle Spending Account

An Employee Recognition Program

Join us in shaping the future of our organization, where your talent and dedication can truly thrive. We invite you to apply and become a valuable member of our team!

BlueCat is an Equal Opportunity Employer that is committed to inclusion and diversity. We also take affirmative action to offer employment and advancement opportunities to all applicants, including minorities, women, protected veterans, and individuals with disabilities. BlueCat will not discriminate or retaliate against applicants who inquire about, disclose, or discuss their compensation or that of other applicants.

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More about this job

Responsibilities

The Senior Financial Analyst will act as a business partner to Sales, Professional Services, Customer Success, and Marketing, managing monthly financial rhythms and variance analysis. They will also lead reforecasting, support Board reporting, and implement AI-driven process improvements to enhance financial analytics.

Requirements

Candidates must have a Bachelor's degree in Finance, Accounting, or Economics and 4–6 years of experience in FP&A or corporate finance. Strong Excel skills, proficiency in SaaS metrics, and the ability to communicate complex financial data to non-finance stakeholders are required.

Skills

Financial planning and analysis
Variance analysis
Financial modeling
SaaS metrics
Business partnering
Data analysis
Board reporting
Excel
Unit economics
Sales compensation
Process improvement
AI enablement
Forecasting
Budgeting
Communication

Benefits

Professional development budget
Wellness days
Wellness week
Lifestyle spending account
Employee recognition program

Visa sponsorship

Not detected in the job text

Keywords

FP&A
SaaS
Financial Modeling
Variance Analysis
Board Reporting
Unit Economics
CAC
LTV
ARR
NetSuite
Salesforce
Pigment
Anaplan
Adaptive
AI
Automation
Business Partnering
Forecasting
Budgeting
Professional Services
Customer Success
Marketing
Sales Compensation
Data Analytics
Corporate Finance
PE-backed
KPI
Revenue Operations
Financial Planning
Reporting

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