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Posted 4 months ago

Senior Manager Financial Solutions

@ Maxa

Montréal, Quebec

On-siteFull-time5+ years experience
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SIGNALS

Overview

Maxa, a Montreal-based post-Series A AI financial and ERP data platform, is hiring a Senior Manager Financial Solutions to lead customer implementations from kickoff to production. The role involves translating complex accounting requirements into technical specifications, running discovery workshops with CFOs and Controllers, and refining the delivery methodology. It is a full-time hybrid role, in the office Tuesday to Thursday downtown, with 4 weeks of vacation in year one, an RRSP contribution after 3 months, a $12 three-course lunch and stock options.

Responsibilities:

  • Deliver customer implementations of financial data platforms from kickoff to production
  • Translate complex accounting requirements into technical specifications
  • Run discovery workshops and stakeholder interviews with CFOs and Controllers
  • Design financial data models bridging operational systems and executive reporting
  • Document reusable best-practice patterns and refine the delivery methodology

Requirements summary:

  • CPA, CMA or CFA with 5-10 years in FP&A, financial systems or corporate finance
  • Deep fluency with ERP, CRM and WMS systems and O2C, P2P and R2R processes
  • Comfortable with SQL and BI platforms such as Power BI or Tableau
  • Strong workshop facilitation and C-suite client relationship skills
  • Bilingual in French and English

Tools & skills

Benefits mentioned

Retirement planPaid time offStock options
Source and dates

Employer career site / ATS feed · rippling

Employer posting date
2026-07-14
First seen by our source
2026-10-09
Source record updated
2026-10-21

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SenioritySenior
DepartmentBusiness operations
Experience5+ years
Hours per week40 (estimated)
Scheduleday
Work settingOffice, Client sites
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish, French
Licences & certificationsCPA, CMA, CFA
Perks mentionedGenerous paid time off, Retirement plan, Stock or equity, Free or discounted meals

Summary and details written by AI from the posting; the employer’s posting is the authority.

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Job description

About Maxa

Maxa is an AI-powered financial and ERP data platform that unifies and harmonizes data from multiple business systems, from ERPs and CRMs, to operational tools, all within one single, auditable source of truth. The platform eliminates manual spreadsheet work and siloed reporting by embedding business logic once, making it accessible across teams in real time. Built natively on Snowflake, Maxa is trusted by enterprise clients across aerospace, food, aviation, and financial services industries.

In short: Maxa is a fast-to-deploy platform that turns messy, multi-system ERP environments into a clean, AI-queryable source of truth for business analysis.

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 Manager Financial Solutions , 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.

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