Senior Financial Solutions Specialist

TL;DR Deliver concurrent customer projects from kickoff to production Build the delivery engine while shipping: refine our methodology as we scale it Post-Series A startup. Montreal-based. Hybrid (Tues–Thurs downtown) The Mission Maxa AI has solved the hard technical problem: transforming fragmented ERP data into CFO-trusted insights in weeks instead of months. We have the product, methodology and the technology. As a Senior Financial Solutions Specialist, you’ll sit at the strategic intersection of client success and technical architecture, translating complex business imperatives into high-impact solutions. You will exert a direct, measurable influence on our clients' decision-making capabilities and roadmap starting from your second week. What You'll Do Deliver Customer Implementations Ship Maxa's product with an exceptional customer experience that makes clients advocates. Partner with CFOs and Controllers to modernize their financial reporting infrastructure. Design financial data models that bridge the gap between operational systems and executive decision-making. Synthesize and validate rigorous business requirements through high-level stakeholder interviews, business process deep-dives and technical workshops. Translate complex accounting requirements (intercompany eliminations, multi-currency, segment reporting) into technical specifications. Define and deliver actionable insights from financial and operational data. Champion the Methodology Document best-practice patterns for common finance use cases (gross margin analysis, working capital reporting, budget vs. actuals). Evangelize the "same but different" philosophy by showing the teams how to leverage patterns instead of reinventing everything. Scale Through Continuous Improvement Capture reusable patterns in our Playbook and turn every delivery into training data for the next. Use AI boldly to automate workflows that 10x our delivery speed. Obsess over the metrics that matter: cycle time, first-pass quality, customer CSAT. This is the role for you if: Must-Haves ✅ CPA (or CMA/CFA) with 5-10 years in FP&A, financial systems, or corporate finance roles ✅ Deep mastery of financial consolidation, variance analysis, budgeting/forecasting, and management reporting. ✅ Deep fluency with financial & operational systems (ERP, CRM, WMS) and operational processes (O2C, P2P, R2R) ✅ You’re a workshop facilitation expert. You’ve run countless discovery sessions and know how to extract business narratives, not just list requirements ✅You’re comfortable with SQL and BI platforms (Power BI, Tableau) ✅ Client relationship mastery: You’re a storyteller, have managed C-suite expectations and navigated tough escalations. ✅ Bilingual (French & English) Superstar Differentiators 🚀 You've lived through a financial system implementation and can speak to what went right/wrong 🚀 You can debate the technical nuances of revenue recognition, inventory valuation, or cost allocation methodologies 🚀 You ask "show me an example"; Instead of accepting vague requirements 🚀 You think in systems; You see patterns and ask "how do we standardize this?" 🚀 You're comfortable with 'build mode'; We have an evolving playbook and you'll refine it while using it What We Offer 4 weeks vacation year one, 5 weeks thereafter RRSP contribution after 3 months On-site chef: three-course lunches for $12 Stock options in a post–Series A high-growth AI company An exceptional team that constantly raises the bar together! We care about capability and curiosity, not résumé perfection. You might not be ticking every box? Apply anyway! 🚀Passion and curiosity go a long way! We encourage all qualified candidates to apply regardless of, for example, age, gender, disability, gaps in CV, national or ethnic background.

Deliver customer implementations by translating complex financial requirements into technical specifications and data models. Develop and scale the company's delivery methodology and playbook to improve implementation speed and quality.

Requires a CPA, CMA, or CFA with 5-10 years of experience in FP&A or financial systems. Must be proficient in SQL, BI platforms, and bilingual in French and English with strong C-suite relationship management skills.

• 4 Weeks Vacation Year One • 5 Weeks Vacation Thereafter • RRSP Contribution After 3 Months • On-site Chef • Stock Options

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Modeling
• SQL
• Power BI
• Tableau
• Workshop Facilitation
• C-Suite Stakeholder Management
• Financial Consolidation
• Variance Analysis
• Budgeting and Forecasting
• Management Reporting
• ERP Systems
• CRM Systems
• WMS Systems
• Bilingual French and English
• Business Process Mapping
• Technical Architecture

• Finance & Accounting
• Consulting
• Data & Analytics
• Software
• Management & Leadership

Formation minimale

Diplôme professionnel

Expérience minimale

5+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Présence au bureau

3 jours par semaine