Director, Finance Operations

What we’re looking for:

• • Minimum of 7 years of experience in finance operations or related roles, with a focus on equity, payroll and commission management.
  • Excellent organizational and leadership skills for 4+ direct reports.
  • Proven track record of developing and implementing effective equity and commission strategies that align with business objectives.
  • Strong understanding of equity compensation plans, stock administration and calculation of stock based compensation under US GAAP.
  • Extensive knowledge of sales commission structures, calculations, and best practices, preferably within a high-growth, SaaS organization.
  • Strong understanding of SaaS bookings and revenue models.
  • Thorough knowledge of payroll regulations, tax laws, and labor legislation.
  • Excellent analytical and problem-solving skills, with the ability to interpret complex data, identify trends, and make data-driven decisions.
  • Exceptional communication and interpersonal skills, with the ability to collaborate effectively across multiple departments and influence stakeholders at all levels.
  • Detail-oriented mindset with a commitment to accuracy, compliance, and operational excellence.
  • Expertise using Excel to analyze large data sets (i.e. intermediate level for formulas, pivot tables, VLOOKUPs) and experience with other BI tools such as Looker or Tableau.
  • Experience using CaptivateIQ (or other commissions software) and Salesforce an asset.
  • Experience using an equity platform such as Shareworks.
  • Experience using a payroll/HRIS system.
  • High level of integrity and ability to handle confidential information.
  • University degree or equivalent in business and/or commerce.
  • CPA or other relevant qualification is required.

What you can expect:

• • • Oversee the development, administration, reporting and accounting of equity, payroll and commission processes. This also includes data analysis, reconciliation, and payment calculations.
    • Develop and implement comprehensive equity, payroll and commission management strategies aligned with the company’s goals and objectives.
    • Collaborate with key stakeholders to define and improve equity and commission plans, ensuring they are competitive, compliant, and motivate desired behaviors.
    • Manage the equity, payroll and commission team members, providing guidance, performance feedback, and professional development opportunities.
    • Collaborating with the HR team to research and advise on compensation issues, disputes and provide analysis to facilitate resolution.
    • Perform ad hoc reporting, analysis and projects as required.

• • • Maintain compliance with US GAAP standards and internal controls. Ensure proper documentation of accounting treatments, supporting schedules, and reconciliations related to equity transactions.
    • Manage the administration and maintenance of equity programs, including new equity awards, option exercises, equity transactions, terminations and cancellations.
    • Review monthly, quarterly and year-end reporting of our equity incentive program which includes the record keeping of equity activity in Shareworks and the calculation of stock based compensation expense under US GAAP.
    • Review the supporting documentation for the equity note disclosures for the quarterly and annual financial statements.
    • Preparation of the quarterly reporting to the Board and and investor reporting.
    • Review the quarterly 409A valuation refresh and the management of the blackout periods.

• • • Maintain compliance with US GAAP standards, and ensure proper accounting of payroll transactions and related payroll accounts (vacation, bonus, etc.).
    • Oversee and manage all aspects of payroll (North American and Global) processing ensuring accuracy and timeliness of all payments and reconciliations.
    • Review and analyze payroll reconciliations, including bonus and vacation accrual reconciliations. Verify the accuracy of payroll-related accounts and identify and resolve any discrepancies.
    • Lead the streamlining of payroll operations and improve data integrity. Utilize payroll software and technology to automate processes and increase efficiency.

• • Maintain compliance with US GAAP standards and ensure appropriate accounting treatment.
  • Partner with other functions such as Rev Ops and HR Ops to establish best practices, and improve processes to increase efficiency and accuracy of the sales commissions process.
  • Research and advise on compensation issues, disputes and provide analysis to facilitate resolution.
  • Oversee the management of the compensation process including commissions calculation, payment, reporting, inquiries, communications, auditing compensation payments and submitting payout details to payroll.
  • Review the monthly, quarterly and annual commissions files, while ensuring accuracy of payments based on sales commission plans in accordance with US GAAP.