Director, Financial Planning & Analysis

About KOHO

KOHO is a quickly scaling FinTech company backed by leading investors and advisors from around the world. We started KOHO because we believe in doing two things:

Democratizing access to the best financial products and giving everyone a great financial foundation.

Since our journey began 6 years ago, we've raised more than $130M, grown the KOHO Collective to over 170 employees and created accounts for more than 300,000 Canadians.

About the Role

The Director, Financial Planning & Analysis at KOHO will lead the FP&A team to provide leadership and oversight for all aspects of the financial planning function for the organization. The Director, FP&A, will work collaboratively with senior executives and business partners across KOHO to have a strategic impact on maximizing value creation. The successful candidate will ensure efficient and effective planning processes, accurate financial forecasts, timely monthly management and Board reporting as well as ad-hoc analysis. The successful candidate will build collaborative relationships across the business and lead a high performing team.

Please Note: This is a remote position based in Canada that is available to those who are legally entitled to work in Canada.

Responsibilities

• Lead the KOHO quarterly and annual forecasting / planning process
• Contribute to the annual strategic planning process which includes establishing the Annual Budget and assisting in the setting of financial targets
• Manage and lead a high performing Financial Planning & Analysis team
• Manage and lead KOHO's financial reporting which includes the monthly business performance discussions with the Leadership team as well as Board reporting
• Support business initiatives with financial analysis for potential partnership and business development opportunities
• Assist in any Corporate Development initiatives, including financial and analytical support
• Play an active role in balance sheet planning and forecasting cashflows
• Support equity and debt capital fundraising and related due diligence activities

Desired Skills & Experience

• Strong analytical and critical thinking skills. You are able to demonstrate and communicate your analysis to prove / disprove business cases
• Proven ability to build strong, collaborative relationships throughout the organization at both senior and junior levels
• Excellent communication skills, both written and verbal
• Possesses a strong attention to detail
• A strong business acumen and results orientation
• A proven team leader
• Ability to work in a highly dynamic, growth environment
• 5+ years of experience in Financial Planning & Analysis
• Strong ability to work with large sets of data
• Advanced knowledge of MS Excel and other MS Office tools

Nice-to-have Skills

• Experience working in startups or tech a plus
• Experience working in or with the banking or financial services sector a plus
• Knowledge of SQL

Joining the (lovely!) KOHO Team

We invest time and resources into making sure KOHO is as good as the people we hire. Our culture is one of collaboration, creativity, and diverse perspective. Here are some of the reasons we attract the best people:

• Balance Your Life - Unlimited PTO, generous vacation, and a lifestyle spending account

• Work Anywhere in Canada - Permanently remote and $1,000 to set up your home office

• Level Up - Access to an in-house certified performance coach

• Reach Your Goals - Salary assessments twice a year, annual training allowance

• The KOHO Culture - We have won 5 "Great Place to Work ®" awards since 2019

The Fine Print

We are an equal opportunity employer and value diversity and uniqueness at our company.

KOHO is trusted with highly sensitive information. Upon joining the team, you may be asked to undergo security screening including a criminal record check.

#LI-Remote