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Manager, Financial Planning and Analysis

Role overview

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 5 years of progressive experience in financial planning analysis (FPA), cost analysis, or a related finance role
  • Strong proficiency in financial modelling, Excel, and data analysis tools
  • Preferred experience with SaaS or service-based business models

Responsibilities

  • Prepare detailed product-level cost analysis to support strategic decision-making
  • Maintain and update financial models to keep them accurate, efficient, and easy to work with
  • Act as a day-to-day point of contact between Finance and other departments on FPA reporting needs
  • Support due diligence for potential MA targets, including financial analysis and data gathering, under the direction of the CFO

Key facts

  • Remote from: Canada
  • Full time
  • Senior (5-10 years)
  • 140 - 160K yearly
  • English

Other skills

  • Microsoft Excel
  • Detail Oriented
  • Communication
  • Teamwork
  • Problem Solving

About the company

Think Research logo

Think Research

Digital Health & Health Tech

Think Research is a rapidly-growing healthcare software company based in downtown Toronto. Our mission is to organize the world’s health knowledge so that everyone gets the best care. Our point-of-care, clinical decision support tools are used by health systems and healthcare providers (i.e. doctors, nurses, pharmacists, and more) to dramatically improve healthcare outcomes, save clinicians' time, and reduce administrative burdens and costs. Today, with a growing network of clients, collaborators and partners, this principle of collaboration is supported by our entire suite of applications. Deployed in over 2,200 health care facilities across Canada, the US and around the world, our tools are transforming healthcare, one clinical support tool at a time.

Company details

Company typeSME
IndustryDigital Health & Health Tech
Company size51 - 200

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Job description

The Company

Think Research is a leader in delivering knowledge-based digital health software solutions. Our mission is to organize the world’s health knowledge so everyone gets the best care.

We create evidence-based, cutting-edge healthcare technology that supports clinical decision-making, standardizes care, and improves patient outcomes. For over a decade, our cloud-based, EMR-agnostic tools have empowered clinicians across primary care, acute care, and community or seniors care.

Today, Think Research serves over 13,000 healthcare facilities across five continents, reaching more than 300,000 doctors, nurses, and pharmacists. If you’re passionate about improving patient care through technology, this is the place for you.

About the Role

As a Manager, Financial Planning and Analysis, you will play a key role on the Finance team. This role owns the day-to-day financial planning and analysis work that supports product profitability reporting, investor and lender reporting, and management decision-making. It is a hands-on, execution-focused position: building and maintaining financial models, preparing recurring reports and dashboards, and running the numbers behind product-level cost and profitability analysis.

You will maintain and refine existing financial models, prepare ad hoc and recurring reporting for internal and external stakeholders, and bring analysis of financial trends, risks, and M&A due diligence to the CFO as needed. The role has one direct report and is well suited to someone who wants to stay close to the data and the models day to day, rather than primarily managing a larger team or setting strategy.

You will have the opportunity to:

Reporting and Analysis

  • Prepare detailed product-level cost analysis to support strategic decision-making
  • Build and maintain product profitability reports for current products, ensuring accuracy and timely delivery to internal and external stakeholders
  • Prepare ad hoc financial reporting as required by Beedie and Scotia, ensuring data integrity and alignment with lender/investor expectations
  • Analyze current and historical trends in KPIs — revenue, cost of sales, expenses, and capital expenditures — and flag risks and recommendations to the Director
  • Support review of business activities, projected outcomes, and key metric assumptions

Financial Model Maintenance and Process Improvement

  • Maintain and update financial models to keep them accurate, efficient, and easy to work with
  • Build and maintain dashboards and recurring reports covering key SaaS and service business metrics
  • Identify and implement opportunities to automate recurring FP&A processes and reduce manual preparation time
  • Maintain key assumptions and project-level profitability tracking within the financial model as the business changes

Cross-Functional Support

  • Act as a day-to-day point of contact between Finance and other departments on FP&A reporting needs
  • Support due diligence for potential M&A targets, including financial analysis and data gathering, under the direction of the CFO
  • Help quantify the financial impact of potential acquisitions on top-line and bottom-line results
  • Maintain and update cash forecasting models to support working capital management
  • Partner with department leads to understand the drivers behind financial results
  • Prepare weekly reporting on Closed Won, Churns, and Closed Lost opportunities with supporting commentary for senior management
  • Work with Sales, Operations, and HR to gather updates that feed into the financial and cash forecasts

You will bring:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 5 years of progressive experience in financial planning & analysis (FP&A), cost analysis, or a related finance role
  • Hands-on experience building and maintaining product profitability analysis and financial models
  • Strong proficiency in financial modelling, Excel, and data analysis tools
  • Working understanding of financial KPIs, revenue recognition, cost of sales, expenses, and capital expenditures
  • Detail-oriented with a strong focus on accuracy and data integrity
  • Comfortable owning the mechanics of financial models and reports independently, while managing multiple priorities and deadlines
  • Clear, concise communicator, comfortable presenting analysis to senior management and other departments
  • Preferred experience with SaaS or service-based business models
  • Experience automating financial processes or building dashboards for business performance tracking
  • Familiarity with financial systems and reporting software (e.g., SAP, NetSuite, Hyperion, or similar)

This is a full-time, remote position with an expected salary range of $140,000 – $160,000 CAD annually, depending on experience and qualifications. Think Research does not require Canadian work experience for this role.

Think Research may use artificial intelligence–enabled tools to support parts of the recruitment process, such as application screening or candidate matching. These tools are used to assist — not replace — human decision-making.

Why Think Research

  • Fully remote work environment, with a Toronto headquarters that supports in-person collaboration, connection, and team events when it adds value
  • Competitive salary and benefits, including 4 weeks of paid vacation plus 6 personal days
  • Meaningful work that directly impacts patient care
  • Growth opportunities with leaders who support development through mentorship
  • Culture & Collaboration: Our work is guided by five core values:
    • TEAMWORK – Win as a team by embracing collaboration and inclusion
    • HONOUR – Act with integrity, ethics, and accountability
    • INNOVATION – Drive customer-centric, forward-thinking solutions
    • NOTABLE IMPACT – Empower customers and communities through service and dedication
    • KNOWLEDGE – Embrace continuous learning and shared growth

Think Research and all subsidiaries are proud to be an equal opportunity employer and is committed to creating a diverse and inclusive workplace, free of discrimination and harassment.

We provide equal employment opportunities (EEO) to all employees and applicants regardless of race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

We are committed to providing accommodations for people with disabilities. Should you require an accommodation, we would like to work with you to meet your needs.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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