---
title: 'Financial Planning & Analysis Manager at Axonify'
canonical: 'https://feeny.ai/job/financial-planning-analysis-manager-axonify-united-states-1mparck4xmvw'
type: 'job'
last_seen: '2026-09-08'
---

# Financial Planning & Analysis Manager at Axonify

- **Company:** Axonify
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-03
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.gem.com/axonify/am9icG9zdDofcCCyki4hiOVG3bihz1D3

## Job description

Axonify is the AI-Powered Frontline Enablement Platform that helps organizations close the gap between learning and execution. By unifying learning, execution and insights capabilities, Axonify drives real business impacts for the world's largest frontline organizations across retail, grocery, healthcare, and financial services.

More than 4 million employees across 160+ countries rely on Axonify today. It's an exciting time to join as we transform the company and build what's next.

We're a team that thinks deeply, moves with intention, and embraces new ideas. We learn quickly, keep a sharp focus on real-world impact, and take meaningful action to drive progress. And we do it as one team, with openness, creativity, and a shared drive to keep pushing what's possible.

## The Role

The Financial Planning and Analysis Manager plays a critical role in driving strategic decision-making by providing financial insights and analysis to key stakeholders across the organization. This includes primary ownership of the annual budgeting and ongoing forecasting of the overall company, preparing financial performance reports for senior management and department leaders, liaising directly with the executive team to ensure alignment with the Company's financial goals, and developing and maintaining cross-functional operational reporting.

As the chief owner of the Company's annual recurring revenue (ARR) metrics, this role will work directly with Business Operations (BizOps) and Sales and Customer Success (CS) leadership to make decisions regarding the treatment of unique or challenging edge cases in customer contracts. A strong understanding of SaaS business metrics is required.

## What You’ll Build

- Lead the annual budgeting and forecasting process, including developing financial models, analyzing trends, and collaborating with department heads
- Provide monthly and quarterly financial reporting and analysis, including key performance indicator (KPI) tracking, and variance analysis that identifies the underlying business changes driving any trends to provide insight across the organization.
- Develop and maintain complex financial models to support strategic planning and decision-making, incorporating key SaaS metrics (e.g., churn, customer acquisition cost, rule of 40)
- Prepare quarterly operating reports and supporting data for the Board and external stakeholders, including (as required) the development of new reporting templates
- Conduct ad-hoc financial analysis to support business initiatives and investment decisions
- Collaborate directly with senior leadership to assist in the development of new reporting as required in a cross-departmental capacity, to assist with operational decision making
- Coordinate alignment and own end reporting results as published in external systems in Salesforce related to bookings, retention, and churn to be accurate, timely and in line with official records
- Partner with BizOps and Sales & Customer Success leadership on the financial treatment of customer contracts, including non-standard terms and edge cases, and provide the modelling and inputs that support compensation planning, including sales commission plans and annual salary and bonus budgets
- Assistance with M&A due diligence as required
- Ensure compliance with external monthly, quarterly, and annual reporting requirements of the Company

## What You’ll Bring

- Bachelor's degree in Finance, Accounting, or a related field required
- Chartered Professional Accountant (CPA) designation a strong asset
- Minimum 4-5 years' experience in reporting and financial analysis, including at least 2+ years in the SaaS industry
- Accounting knowledge required; US GAAP knowledge an asset
- Advanced financial modeling skills and experience with forecasting and budgeting
- Strong understanding of the B2B SaaS business model and key performance metrics
- Strong communication and presentation skills, with the ability to effectively communicate financial information to both financial and non-financial audiences
- Demonstrated ability to partner with leaders across the organization, translating financial concepts into practical terms and helping them identify and think through the key drivers of financial and operational success in their own areas
- Excellent analytical and problem-solving abilities
- Ability to perform requested tasks with autonomy while prioritizing with multiple ongoing projects and competing priorities
- Prior experience with Intacct, Vena, and Salesforce is a plus
- Demonstrated prior experience with process improvement and ability to demonstrate innovative thinking

Work Location

This role is open to candidates who are located in, and authorized to work in, Canada or the United States.

For our hybrid employees, we embrace a hybrid-flexible work environment. Most days, you choose the location that best supports your work—your home office or our Waterloo or Toronto offices. On Wednesdays, Axonifers within commuting distance come together for Work from Work Wednesdays—a day designed for collaboration, connection, and meaningful in-person moments.

Whether you are working remotely or in a hybrid environment at Axonify, you will have the tools, resources, and support you need to succeed.

## What You’ll Love About Axonify

We offer a comprehensive total rewards package designed to support your wellbeing, growth, and overall success. Here’s what you can expect:

Competitive Compensation: The estimated base salary range for this role is:

- $103,000 CAD - $128,000 CAD - $153,000 CAD for candidates based in Canada
- $119,000 USD - $144,000 USD - $169,000 USD for candidates based in the United States These ranges reflect growth from building capability in the role to fully excelling over time, with most new hires joining near the midpoint. Actual salaries may vary within the range, or above or below it, based on factors such as experience, skills, location, and business needs.

Comprehensive Health Benefits: Health benefits from day one to support your overall wellbeing. Time Off: 4 weeks of vacation, 7 Life Care Days, and a flexible holiday program to choose the religious, spiritual, and cultural holidays that matter most to you. Wellbeing Support: Wellness Spending Account to support whatever wellbeing looks like for you. Home Workspace Set-Up: Home Office Spending Account so your workspace works for you. Family & Future Support: Parental top-up, New Parent Days, and matched retirement savings for a secure future. Growth & Learning: Professional Development Budget to learn new skills and grow your craft. Community Impact: Paid Volunteer Time to give back to the causes that matter to you.

AI at Axonify

We believe AI should help people do their best work, not replace the human judgment, creativity, and connection that make us who we are. AI is a tool we use to learn fast, elevate our craft, and focus on the work that truly creates impact. That shows up in our hiring process too. We use AI-assisted tools to create a smoother, more organized, and ultimately more human candidate experience. These tools allow our team to spend more time on real conversations and thoughtful decision-making, the things that matter. What AI doesn’t do at Axonify is make hiring decisions. Every decision is made by real people, using real judgment and grounded in our values.

Here’s what that means for you as a candidate:

- Feel free to use AI to support your thinking - not replace it. We use AI to learn and level up, and you can too.
- Be open about how you use AI if asked. Transparency helps us understand your process and how you approach problem-solving.
- Stay authentic. We’re hiring people, not prompts, your ideas, your experiences, and your voice are what matter.

Diversity & Accessibility

We believe our team’s unique experiences, backgrounds, cultures, beliefs, and abilities add richness to our culture and depth to our ideas. Our commitment to diversity and inclusion creates an environment that supports, empowers, and delivers a sense of belonging for all team members. We want to remove any barriers that may limit you from joining Axonify. Email accessibility@axonify.com to let us know how we can support you with reasonable accommodations throughout the candidate journey.

What’s Next?

Apply. Our Talent Acquisition team is committed to providing an outstanding experience throughout your journey with us. Learn more about Axonify at[www.axonify.com/careers](https://www.axonify.com/careers)

## About Axonify

## Company Overview
- **One-liner**: Axonify is an AI-powered frontline enablement platform that combines microlearning, task management, and insights to help large distributed workforces learn, connect, and perform.
- **Entity Type**: Private (Series funding, 8 rounds totaling $35.2M)
- **Headquarters**: Waterloo, Ontario, Canada
- **Founded**: 2011
- **Founders**: Not publicly available in provided sources (assumed co-founders include Carol Leaman as CEO, but not explicitly listed; will state not found)

## Core Business
- Primary industry/industries: Frontline enablement, employee training and engagement, learning and development, HR technology
- Target customers: B2B, primarily large enterprises with distributed frontline workforces (retail, grocery, logistics, financial services, hospitality, healthcare)
- Mission or purpose: To maximize the potential of frontline workforces by closing the gap between learning and execution, enabling every shift to deliver measurable business outcomes.

## Products & Services
- **Immersive Microlearning**: Bite-sized, brain-science-based training with daily intelligent reinforcement to drive knowledge retention.
- **Guided Execution**: Task management that shows employees exactly how to put training into practice every day.
- **Insights & Actions**: Analytics and dashboards that give leaders visibility into performance and enable proactive coaching.
- **Embedded Communication & Feedback**: Two-way communication and feedback tools to keep employees engaged and informed across scale.

All delivered as a unified SaaS platform, accessible on mobile and desktop.

## Market Standing
- **Valuation**: Not disclosed
- **Key Metric**: Annual Revenue $54.8M (estimated, based on LinkedIn company data)
- **Total Funding**: $35.2M across 8 rounds (source: LinkedIn)
- **Notable Customers**: Lowe’s, Kroger, Walmart, Citizens Bank, Marriott (source: Great Place to Work, About page)
- **Growth Signals**:  
  - Supports over 4 million frontline workers across 160+ countries and 260+ global customers (source: Careers page)  
  - Industry-leading 83% engagement rate (source: Built In)  
  - Headcount: 184 employees; distributed across Canada, US, Brazil, UK, and Australia (source: LinkedIn)
- **Notable Investors/Partners**: Not publicly listed in provided sources

## Competitive Advantages
- **Brain Science + AI**: Combines neuroscience-based microlearning with AI-driven personalization, resulting in higher retention and engagement than traditional training.
- **Unified Platform**: Integrates learning, communication, task management, and analytics into one daily-use tool, reducing fragmentation.
- **Proven Enterprise Adoption**: Serves some of the world’s largest frontline organizations (retail, grocery, finance, hospitality) with measurable impact on CX, sales, safety, and retention.

## Strategic Focus
- Continuing to expand AI capabilities across the platform (all teams actively use AI tools in workflow – Careers page)
- Deepening presence in key verticals like retail, healthcare, and financial services
- Scaling globally with employees already in 5 countries and customers in 160+ countries
- Driving innovation in frontline enablement – “reinventing the frontline experience” (Careers page)

## Why Work Here
- **Culture**: Certified Great Place to Work® Canada (2024) – 87% of employees say it’s a great place to work vs. 62% at a typical company (source: Great Place to Work)
- **Values-Driven**: Core values of “Think Outside-In”, “Learn & Adapt”, “Take Action”, “One Team” – with real celebration and recognition (250 recognition pins sent per month)
- **Work Model**: Hybrid/remote flexibility; HQ in Waterloo, ON with offices in Toronto and distributed team across Canada, US, Brazil, UK, Australia (source: Built In, Careers page). Some roles listed as “In-Office or Remote”.
- **Perks & Benefits**: Company equity, performance bonuses, diversity-based Employee Resource Groups, healthcare benefits, job training and talent development (source: Built In)
- **Impact**: Employees see direct impact on millions of frontline workers and top global brands; every role connected to measurable outcomes

## Sources
1. [Axonify Careers page](https://axonify.com/careers/)
2. [Axonify LinkedIn company page](https://linkedin.com/company/axonify)
3. [Axonify About page](https://axonify.com/about/)
4. [Great Place to Work Canada - Axonify](https://www.greatplacetowork.ca/en/certified-company/z4870188000001311389)
5. [Built In - Axonify Company Profile](https://builtin.com/company/axonify)

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