Finance Manager

Who you are

• If you bring experience from e-commerce, retail, or a rewards/marketplace environment, that's a significant advantage, you'll hit the ground running with an intuitive understanding of redemption and e-commerce dynamics, catalogue economics, and customer purchasing behavior that are central to this role
• Bachelor's degree in Finance, Business Analytics, Data Science, Statistics, or a related field
• 5+ years of experience in strategic analytics or FP&A within a fast-paced, data-driven environment
• Strong background in advanced data analysis, statistical modeling, and predictive forecasting techniques
• Proficiency in data visualization tools (Tableau, Power BI) and querying languages (SQL)
• Advanced Excel skills (macros, arrays, pivots, lookups, conditional logic)
• Ability to interpret complex data sets and translate findings into compelling, executive-ready narratives
• Deep understanding of P&L dynamics, margin analysis, and revenue forecasting
• Proven ability to influence cross-functional teams and drive outcomes without direct authority
• Independent self-starter with a solution-oriented mindset and strong sense of urgency
• E-commerce, retail, rewards, or marketplace experience: candidates who understand redemption dynamics, catalogue economics, and customer purchasing behavior will have a significant head start in this role
• Familiarity with NRR / ARR forecasting and customer retention analytics
• Experience with Salesforce reporting and dashboard creation
• Exposure to tools like Tableau Pulse, Microsoft Copilot, or similar AI-enabled analytics platforms

What the job involves

• We are looking for a highly motivated and analytical SFA/Manager to take full ownership of our global e-commerce Marketplace P&L, one of Achievers' most important revenue streams
• This role sits at the intersection of Finance, Business Intelligence, Customer Success, Merchandising, and Product, translating Marketplace activity into financial insight, strategic forecasting, and operational action
• You won't just report the numbers - you'll explain what happened, forecast what comes next, and actively shape the strategy and direction to help support growth
• From building predictive models and share-of-wallet analyses to partnering with Customer Success on NRR strategy and existing customer ARR forecasting, this is a role for someone who wants to make a measurable impact across the business
• Own the end-to-end Marketplace P&L (revenue and expenses), driving data analyses for the Marketplace Division with a goal of improving net margin contribution
• Build and maintain complex and dynamic forecasting models that track Marketplace potential vs. performance across key revenue pillars — including promotions, merchandising, pricing, and product enhancements
• Develop enhancement models for initiatives such as Top-Up programs, pricing reviews, merchandising improvements, and share-of-wallet expansion
• Translate high-level revenue and volume targets into actionable, customer-tier-level operating plans that enable clearer execution and performance tracking
• Partner with Accounting to reconcile reporting discrepancies, improve data integrity, and increase confidence in reported numbers
• Deliver Marketplace forecasting materials to support FP&A and Board deliverables
• Drive deep expense and cost driver analysis, identifying efficiency opportunities and optimizing resource allocation to improve Marketplace margin performance
• Own and standardize executive KPI reporting cadences, delivering consistent performance insights to senior leadership and Board stakeholders
• Build and scale the Marketplace analytics foundation — including structured data workflows, documentation standards, data governance, quality controls, and request prioritization — to ensure analytical consistency, scalability, and reduced dependency on ad hoc analysis
• Forecast existing customer ARR to support Net Revenue Retention (NRR) targets and provide visibility into renewal and expansion performance
• Integrate Finance data (ARR, customer segmentation) with Marketplace redemption data to close the loop between commercial performance and customer behavior
• Develop share-of-wallet models to quantify expansion opportunities across customer segments and inform growth strategies
• Track changes in user and member counts for key customers over time, surfacing the impact of organizational changes on Marketplace activity and retention
• Provide financial insight into customer cohort behavior using Salesforce attributes (industry, tier, start date) to strengthen NRR-related decision-making
• Conduct advanced analysis using statistical methods and predictive modeling to derive actionable insights on redemption volume, margin, and customer behavior
• Build models depicting potential business outcomes driven by changes in product and/or member behavior, framing recommendations to achieve desired outcomes
• Enable mix-rate reporting that isolates the true sources of performance impact across customers, products, and regions
• Drive member balance distribution analysis to improve understanding of redemption potential, breakage risk, and regional behavior patterns
• Create and maintain dashboards (rebate/commission, promotions, KPI scorecards) for senior leadership review and executive presentations
• Support RFP positioning, feature pricing analysis, and product/partnership ROI assessments
• Present regularly at Customer Success forums to explain Marketplace performance, key drivers, and the financial impact of recent initiatives
• Meet directly with CSM partners to evaluate and refine margin drivers, ensuring alignment between customer actions and financial outcomes
• Create periodic customer target lists to focus CS efforts on the highest-impact growth opportunities
• Partner with Merchandising to optimize assortment decisions — including catalog curation, margin drivers, and new product margin requirements
• Partner with Product leadership to shape and prioritize the strategic roadmap, balancing customer experience innovation with initiatives that drive redemption growth and marketplace performance
• Collaborate across the Marketplace Senior Leadership Team to drive operational excellence, improve forecasting and planning rigor, and remove friction across the end-to-end marketplace ecosystem
• Support vendor review materials and scorecards to inform supplier performance discussions
• Respond to emerging leadership questions with ad hoc analysis and forecasting to address evolving business needs
• Support cross-departmental analysis initiatives that influence Marketplace performance — including product campaign efficacy, promotional impact, and SWAG initiative evaluation
• Partner with BI and IT to advance the Marketplace data agenda, surface new insights, and improve analytical infrastructure
• Lead efforts to consolidate Marketplace data into structured formats for advanced analysis using tools such as Tableau Pulse and Microsoft Copilot
• Improve predictive modeling during peak periods (e.g., holiday redemptions) to enhance forecasting accuracy for float requirements and daily volume swings
• What Success Looks Like:
• Self-starter mindset: Demonstrates a strong bias for action by independently identifying high-impact opportunities, building momentum around new ideas, and driving initiatives from concept through execution
• Analytical infrastructure: You've built a comprehensive data and modeling framework connecting redemption activity, customer behavior, and financial performance — giving the organization a clear lens into Marketplace outcomes
• Forecast accuracy & depth: You maintain a suite of forecasting and enhancement models that allow leadership to understand the drivers needed to close gaps between baseline and stretch targets
• Cross-functional impact: Teams across Finance, Customer Success, Merchandising, and Product rely on your insight to make better decisions about volume, margin, and revenue
• Operational clarity: High-level targets have been translated into actionable, customer-level plans that teams can execute and track throughout the year

Benefits

• Parental Leave Top-up 👶🏼
• Health Benefits and Life Insurance Coverage Upon Your First Day 🩺
• RRSP Matching 🙌🏼
• Flexible Vacation 🏖️
• Employee and Family Assistance Program 🤝🏽
• Full access to the LinkedIn Learning Library 👩‍💻
• Internal Mentorship Program 🎓
• Employee-Led Employee Resource Groups 👏🏼
• A beautiful office space located in Liberty Village, Toronto 🇨🇦
• Participation in our Points-based Employee Recognition Program ✨
• Opportunities for professional development and career growth 📈