Coconut Software

Financial Services

Manager,FP&A

Canada Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Manager, FP&A at Coconut Software. Skills: Financial Planning and Analysis. Streamlining operations. Enhancing customer experiences”

What You'll Achieve.

Deliver outcomes financial institutions care about; Improve NPS; Reduce wait times; Increase conversion rates; Scale the business to new heights; Own the North American market

Industry & Context.

Financial Services

What You'll Do.

Streamlining operations

Enhancing customer experiences

Empowering staff to focus on what matters most

How You'll Work.

Team & Collaboration

Collaboration

Full Job Description

We’re looking for a Manager of FP Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate! Health & Dental Benefits, Virtual Care, & Disability top up - all starting from day 1! Virtual mental health and EAP platform WealthSimple GRSP & Matching Annual Wellness Benefit ($1000 per year) Opportunity to work remote - anywhere in Canada! Employee Options - everyone shares in our success! Internet Subsidy on each paycheck Tiki Bucks Incentive Program - everyone is entitled to earn bonuses! A People First Company - 4.2 rating on Glassdoor "Most Admired Corporate Cultures" (2024) and ranked #22 in "Best Workplaces in Canada" (2025) in company size category Who we are and What we do: Mission To build Intelligent Branch Solutions that deliver the outcomes financial institutions care about - streamlining operations, enhancing customer experiences, and empowering staff to focus on what matters most. Values Collaboration. Honesty. Empathy. Elevate. Resilience. Service Excellence. Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America, including RBC, Arvest Bank, Vancity, and Rogue Credit Union. Organizations that use Coconut benefit from a seamless customer experience that improves NPS, reduces wait times, and increases conversion rates. To date we have raised close to 40M and have been doubling revenue year after year. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers. Coconut has a company culture that is best in class. We foster a community that is unconditionally inclusive, and in return ask that our people contribute their differing perspectives, ideas and experiences for one common purpose: to advance the way people liv

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