Relocate to 🇨🇦 Canada

Role Overview:

‍As an Associate, you will be supporting our model library by initiating coverage on new companies, improving our existing models to maintain the highest industry standards, and developing knowledge and expertise to support our product evolution. You will be a part of a high-performing team, and have an immediate impact on our business by contributing to our product roadmap, and dazzling our customers.

Responsibilities:

• Build and support the review of detailed financial models on both existing and new coverage across all global geographies.
• Update models for earnings season.
• Contribute to sub-sector specific and coverage wide model improvements.
• Conduct historical financial statement analysis and future period forecasting.
• Develop sub-sector expertise to support the development of modeling standards, dashboards for comparative analysis, and new model features.
• Document sector and subsector modeling best practices
• Support Analysts in providing exceptional client service to all Tegus clients.
• Conduct other ad-hoc general research and other company due diligence.
• Participate in training new members of the Research Team.
  

Qualifications:

• 1+ years of relevant experience in equity research or equivalent education and experience.
• Bachelor’s degree in finance and/or your sector.
• Intense curiosity about both individual equities and the capital markets in general.
• Strong Microsoft Excel skills.
• Meticulous attention to detail, strong communication skills, team oriented.
• Ability to deliver under pressure and work to tight deadlines.
• Strong financial modeling skills an asset.
• MBA or Graduate degree an asset.
• Completion or progress towards a CFA or similar designation an asset.
• Leadership experience an asset.
  

Benefits & Perks:

• Remote-friendly.
• Comprehensive medical and dental plans.
• Paid parental leave for all parents.
• All employees are granted equity through our Restricted Stock Units (RSU) Program.
• Unlimited paid vacation, flexible work hours, and 10 observed paid holidays per year.
• Employer funded long-term disability.
• Fantastic culture with regular virtual company-wide events, including cooking classes, yoga, meditation and more.
• Generous employee referral bonus program.
• The opportunity to attend peer-nominated quarterly DEI events.
• Working for a thriving, performance-based company that values promoting from within, career advancement and transparency.

We’re looking for a Strategic Finance Manager to help drive our revenue planning and forecasting, while owning the Finance relationship with our Sales, Customer Experience, and Marketing teams (the go-to-market or GTM organization). You will be directly partnering with GTM leaders to make timely, data-driven decisions about operational plans and growth initiatives. You will also work closely on a variety of strategic initiatives that impact the entire company. The role will report to the Senior Director.

What You'll Be Doing

• Assist with the annual budgeting process, quarterly re-forecasting, and long range planning
• Own all GTM financial and operational modeling
• Act as the trusted finance business partner for GTM leadership on budget guidance, performance management, decision support
• Bring the finance lens to help the organization evaluate the ROI on new initiatives (e.g. pricing strategies, new geographies, new products)
• Own reporting and analysis of SaaS metrics and GTM KPIs internally and externally (quarterly board decks, monthly finance reviews, etc.)
• Continuously monitor, implement, and revise tools, models, and systems to improve finance team efficiency and accuracy
• Collaborate and/or own strategic initiatives as required

What You'll Bring to the Team

• 4+ years of experience in investment banking, PE/VC, or in strategic finance/FP&A at a high-growth SaaS company
• Strong understanding of the key drivers of a B2B SaaS business, including ARR, gross/net retention, CAC, payback period, LTV, and more
• Strong business acumen with the ability to understand the financial impact of operational decisions
• Excellent communicator with the ability to form collaborative relationships across multiple disciplines and seniority levels
• Desire for continuous process improvement and driving change within a fast-paced organization
• Proven ability to build and improve various types of complex financial models in Excel
• CPA, CFA, or MBA considered a plus

Where You'll Work

• Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We have two Hub Regions, which means that employees live and work within a 300 KM radius of Toronto (within Ontario) or Vancouver (within British Columbia) and work within regular business hours in their timezone.
• Loopio’s office headquarters are located in Toronto’s vibrant Kensington Market. All Loopers have the option to work from home. Ontario Loopers have the option to work in the Toronto HQ and BC Loopers may work from our co-working office in Gastown Vancouver. It is whatever works best for you!
• You’ll collaborate with your teams virtually (we’re just a Zoom call away!) and have established core sync hours and focus time during the workday to enable us to work smarter together

Why You'll Love Working at Loopio

• Your manager supports your development by providing ongoing feedback and regular 1-on-1s
• You have tons of autonomy and responsibility: this role provides an opportunity to try new things and push creative boundaries
• You’ll learn more than you thought was possible; our team is obsessed with personal and professional growth (every Looper receives a professional mastery allowance each year)
• You’ll be set up to work remotely with a MacBook laptop, a monthly phone and internet allowance, and a work-from-home budget to help get your home office all set up!
• Join us in quarterly company celebrations and a company-wide annual retreat to celebrate the big wins and milestones as #oneteam!
• You’ll be joining a culture that has thoughtfully built out opportunities for connections in a remote-first environment.
• We have Employee Resource Groups, House Teams (curious? ask us about it!), virtual yoga, cooking classes and many more moments for us to have fun and learn together!
• You’ll be a part of an award-winning workplace and one of Canada’s fastest-growing companies with ample opportunity to make a big impact here!

As the Field & Events Marketing Manager at 7shifts, you will play a hands-on role in bringing events to life in order to help grow awareness of our brand. You will be responsible for owning the field and events marketing channel and working towards growing and optimizing it, while working cross-functionally to ensure that departments’ goals are achieved.  

We’re building an inclusive work environment that is representative of the diverse industry we have the pleasure of serving and encourage candidates from all backgrounds to apply.

What you’ll do:

• Partner with the marketing team to deliver a comprehensive portfolio of marketing programs supporting all aspects of field and event marketing, including planning, executing, and reporting on the ROI of events
• Drive and grow our event marketing program from the ground up; assessing the right events to attend, building program design, engaging vendors, handling logistics, and driving pre- and post-event marketing tactics
• Work with the marketing and sales teams to determine appropriate collateral, sponsorships, promotions, and staffing for each event. Plan and execute promotional campaigns for each of your events
• Set and track core KPIs that drive results towards our organizational goals
• Measure success by conducting post-event/campaign analysis; report and share results and recommendations with the team
• Build close working relationships with sales, product, partnerships and account management teams to ensure cross-department goals are achieved

What you bring:

• 3-5 years marketing experience, with a focus on corporate field and events programs (ie. trade shows, virtual events, conferences)
• Demonstrated success owning the strategy, development and execution for multichannel field and event campaigns
• Ability to be creative, efficient and productive with minimal supervision or guidance
• World-class organizational skills and ability to multi-task
• Exceptional interpersonal and communication skills (both verbal and written)
• Strong analytical skills, and proven track record in making data-driven decisions to continually optimize performance and determine future investments
• The ability and willingness to travel to executed events as needed

It’d be even cooler if you had:

• Experience ideating and executing unique experiential marketing events
• Experience with Inbound marketing or email marketing
• Experience working with geographically dispersed teams and colleagues
• Previous experience in the restaurant-tech industry  

Perks:

• Culture: We value authenticity, trust, curiosity, and diversity of thought
• Health & Wellness: Competitive health benefits right from the start including health & wellness spending accounts & parental leave top-up
• Flexibility: Unlimited vacation, one month paid sabbatical on your 5-year anniversary, and flexible working arrangements including remote and hybrid with offices located in Toronto and Saskatoon
• Technology: Apple equipment plus a technology spending account so you have a comfortable place to work, no matter where you are!
• Equity: Equity in a Series C VC-backed SaaS company
• Opportunity: A continuous professional development budget with many opportunities for training & career growth