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Behavox is a cloud-native AI company providing an integrated controls platform for global financial institutions—banks, asset managers, hedge funds, private equity firms, insurance businesses, and commodity firms. The platform unifies communications and trade surveillance, compliant archiving, policy management, and front-office analytics on a single, AI-native SaaS stack.
The Senior Manager, FP&A reports to the Chief Operating Officer and owns the financial planning and analysis function for a global business generating over $50M in revenue, with a growth trajectory toward $200M over the next three years. This role establishes the planning calendar, forecasting methodology, and management reporting cadence, running them with limited direction across a multi-currency, multi-jurisdiction environment. You will be accountable for the annual budget, re-forecast, and management reporting that the CEO and COO plan against.
You will serve as the primary analytical partner to functional leaders and work in close partnership with strategic finance. You will translate operating plans, pipeline, and headcount plans from Sales, RevOps, and People into controlled financial outputs, and explain performance against plan in terms leaders can act on. You own the integrity of the company's planning models; deal origination, valuation, and financing analysis sit outside core FP&A, but every completed acquisition must be absorbed into the operating plan, forecast, and reporting baseline you own.
You will lead the FP&A team and be accountable for its output quality, operating model, and capacity to scale with the business. You are expected to make FP&A AI-native: each planning and reporting cycle must become faster, more accurate, and better controlled through automation and AI-enabled workflows, within the systems and control framework that governs the wider finance function.
Key responsibilities include: leading the FP&A team by owning model responsibilities, planning calendar, review controls, documentation, data flows, hiring, coaching, and role design; owning the annual budget and re-forecast cadence end to end; building, maintaining, and reviewing operating plan, forecast, cash-flow, scenario, and acquisition-integration models; driving the management reporting cycle and financial analysis for board and investor packs; and driving automation and AI-enabled workflows by redesigning data collection, plan consolidation, variance analysis, and report production.
The role is hybrid (1 day in office) based in Toronto, with modern offices in Toronto and Montreal. Behavox was founded in 2014 and is backed by SoftBank Vision Fund, with headquarters in London and offices in New York City, Montreal, Seattle, Singapore, and Tokyo.
REQUIREMENTS:
- Forecasting and financial model architecture: knowledge of driver-based forecasting, budgeting, scenario planning, investment analysis, and design principles that keep models auditable, maintainable, and able to absorb new entities without being rebuilt.
- Revenue, pipeline, and commission economics: knowledge of bookings, recurring revenue, renewals, pipeline conversion, revenue recognition timing, and commission plan mechanics.
- Headcount, cost, and cash planning: knowledge of personnel planning and costing, non-personnel opex, capex, cost allocation, and FX exposure and entity-level cost flows in multi-currency, multi-jurisdiction environments.
- Management and board reporting: knowledge of KPI design, variance analysis, management reporting structure, and board and investor pack conventions.
- FP&A systems, data, and automation: knowledge of planning tools, data flows from finance, CRM, and HR systems, workflow automation, and AI-enabled analysis.