CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.
Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest -growing technology companies. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
About the Role
The Finance Manager is a pivotal team member, reporting to the VP of Finance you will help inform the financial and investment strategy that guides CapIntel, own the revenue model and forecast, and turn the numbers into clear recommendations on where we should put our time and money.
This is a role for someone who wants to build an AI-native, operational and financial structure for a rapidly scaling early-stage company. This person can help drive financial operational rigor, clarity for the executive team, explain the story behind the numbers and enjoys being the person leaders turn to before a big decision.
What You'll Do
Own the Revenue and OpEx models. Maintain and improve the company’s revenue, operating expense and cash flow models, keeping them accurate, documented and easy for others to use and trust.
Revenue forecasting. Run the monthly revenue forecast, working with Revenue Operations to turn pipeline, bookings and renewals into forecasted revenue and cash collections.
Budgeting and OpEx. S upport the annual budget process and track spend against it all year. Deliver a monthly Budget vs. Actual that explains the drivers behind variances, not just the numbers.
Decision support. Evaluate ROI on projects and investment options, and bring a clear recommendation, with the assumptions behind it, to the table.
Cross-functional partnership. Work with Sales, Product, Customer Success, and Operations to keep numbers consistent from pipeline to cash to reported results.
Automate and improve. Use AI and agentic workflows to cut manual effort in core finance work, starting with Budget vs. Actual analysis and pipeline reporting.
Fundraising support. Support future fundraising by maintaining the investor-ready model, supporting diligence and data room needs, and preparing investor reporting.
What We're Looking For
5+ years in finance, ideally FP&A or strategic finance at a software or technology company or fast-paced startup. SaaS or subscription and usage revenue experience is required. Prior experience in Investment Banking, Big 4 Accounting or Private Equity is preferred.
Strong financial modeling skills: revenue, OpEx and cash flow models that are structured, auditable and easy to hand off.
Direct experience with SaaS or subscription and usage revenue models.
Working knowledge of the accounting behind the forecast (such as subscription revenue recognition) and the SaaS metrics that matter, like ARR, retention, CAC and payback.
Clear, accurate written and visual communication, including finance materials for senior audiences.
Strong ownership and attention to detail. You deliver recurring work on time and flag issues early.
This is an existing vacancy.
At CapIntel, we design compensation with intention. Each role is assessed against the impact, skills, and experience it requires, and we align our pay to competitive market data so candidates know what to expect from the start.
Your final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be…