Martell Growth Solutions - Finance Director

📌 Core Information

🔹 Job Title: Finance Director

🔹 Company: Martell Growth Solutions (SaaS Academy)

🔹 Location: Kelowna, British Columbia, Canada

🔹 Job Type: Full-time, On-site

🔹 Category: Finance & Accounting

🔹 Date Posted: June 27, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site (Kelowna studio required)

🚀 Job Overview

Key aspects of this role include:

• Strategic financial leadership to optimize performance and guide executive decisions
• Designing real-time dashboards and forecasting models to drive growth
• Managing cross-functional budgets and presenting financial insights company-wide
• Ensuring regulatory compliance and leading internal audits
• Collaborating with external partners and managing financial risk

ASSUMPTION: This role requires a high level of strategic thinking, attention to detail, and strong communication skills. The ideal candidate will be comfortable working in a fast-paced, high-growth environment and have experience in senior financial roles.

📋 Key Responsibilities

✅ Lead monthly, quarterly, and annual reporting with precision and clarity

✅ Design real-time dashboards and forecasting models to guide executive decisions

✅ Own cross-functional budgeting and present financial insights company-wide

✅ Manage financial risk, optimize cash flow, and support long-term strategic planning

✅ Act as the go-to compliance expert on Canadian accounting standards

✅ Lead all audit processes and collaborate with external partners

✅ Build scalable financial controls and approval workflows

✅ Ensure regulatory compliance across all operations

✅ Conduct internal audits and identify opportunities for automation and efficiency

ASSUMPTION: The responsibilities listed above are essential for the successful candidate to excel in this role. They should be comfortable working with complex financial data and have a strong understanding of financial reporting and compliance.

🎯 Required Qualifications

Education: Bachelor’s in Finance, Accounting, or Business

Experience: 5-10 years of experience in senior financial roles

Required Skills:

• Strong command of ERP systems, accounting software, and RPA tools
• Expert-level Excel and financial modeling skills
• Proven ability to manage compliance, reporting, and strategic decision-making
• Familiarity with Canadian accounting standards

Preferred Skills:

• Experience with financial automation platforms (e.g., Netsuite, QuickBooks, SAP)
• Background in scaling companies or startup environments
• Familiarity with HR/payroll collaboration or people operations

ASSUMPTION: The required and preferred skills listed above are crucial for the successful candidate to thrive in this role. They should have a strong foundation in finance and accounting, with a proven track record in senior financial roles.

💰 Compensation & Benefits

Salary Range: $120,000 – $150,000 CAD OTE (Based on industry standards for a Finance Director role with 5-10 years of experience in the Kelowna area)

Benefits:

• Health, dental, and vision benefits
• Unlimited PTO

Working Hours: Full-time, typically Monday to Friday, 9:00 AM to 5:00 PM (with flexibility based on business needs)

ASSUMPTION: The salary range provided is an estimate based on industry standards for a Finance Director role with the required experience level in the Kelowna area. Benefits and working hours are subject to change and may vary based on the company's policies.

📌 Applicant Insights

🔍 Company Context

Industry: Professional Training and Coaching (SaaS-focused)

Company Size: 51-200 employees (Growing quickly)

Founded: 2016

Company Description:

• Martell Growth Solutions is a Dan Martell venture, affiliated with but a separate entity from SaaS Academy
• Founded to extend the impactful coaching style of SaaS Academy to a diverse range of aspiring entrepreneurs
• Scaling quickly to become a world-class coaching organization and a world-class media company

Company Specialties:

• SaaS
• B2B SaaS
• Coaching
• Entrepreneurship
• Startup and Scale

Company Website: https://www.saasacademy.com/

ASSUMPTION: Martell Growth Solutions is a growing company with a strong focus on coaching and supporting entrepreneurs in the SaaS industry. The company is affiliated with SaaS Academy but operates as a separate entity.

📊 Role Analysis

Career Level: Senior-level, strategic role with significant influence on the company's financial performance

Reporting Structure: Reports directly to the executive team, working closely with various departments to provide financial insights and guidance

Work Arrangement: Full-time, on-site in the Kelowna studio (with flexibility for remote work based on business needs)

Growth Opportunities:

• Potential to grow with the company as it scales and expands its services
• Opportunities to mentor and develop junior team members
• Possibility to take on additional responsibilities as the company grows

ASSUMPTION: This role offers significant growth potential as the company continues to expand its services and scale its operations. The successful candidate will have the opportunity to make a significant impact on the company's financial performance and growth.

🌍 Location & Work Environment

Office Type: Modern, collaborative workspace in the heart of Kelowna

Office Location(s): Dilworth Dr, Kelowna, British Columbia, CA

Geographic Context:

• Kelowna is a thriving tech and startup scene with a high quality of life
• Incredible lakes, mountains, vineyards, and sunshine
• Supportive, tight-knit business community
• Affordable living with top schools, arts, and lifestyle
• A place where balance isn't just a buzzword – it's how they live

Work Schedule: Typically Monday to Friday, 9:00 AM to 5:00 PM (with flexibility based on business needs)

ASSUMPTION: Kelowna offers a unique blend of urban and outdoor living, with a thriving tech scene and a high quality of life. The work environment is collaborative and supportive, with a focus on work-life balance.

💼 Interview & Application Insights

Typical Process:

• Initial phone or video screen to assess cultural fit and basic qualifications
• In-depth financial case study and presentation to demonstrate problem-solving skills and strategic thinking
• Final interview with the executive team to discuss long-term goals and fit within the organization

Key Assessment Areas:

• Financial acumen and problem-solving skills
• Strategic thinking and long-term planning
• Communication and presentation skills
• Cultural fit and alignment with company values

Application Tips:

• Highlight relevant experience in senior financial roles and demonstrate a strong track record of success
• Tailor your resume and cover letter to emphasize skills and experiences that match the required and preferred qualifications
• Prepare a well-thought-out financial case study and presentation to showcase your problem-solving skills and strategic thinking

ATS Keywords: Financial leadership, budgeting, compliance, financial reporting, Excel, financial modeling, ERP systems, accounting software, RPA tools, automation, internal audits, strategic planning, cash flow management, problem-solving, communication, team collaboration

ASSUMPTION: The application process for this role is designed to assess the candidate's financial acumen, strategic thinking, and cultural fit. Applicants should be prepared to demonstrate their skills and experiences through a combination of interviews, case studies, and presentations.

🛠️ Tools & Technologies

• ERP systems (e.g., Netsuite, QuickBooks, SAP)
• Accounting software (e.g., QuickBooks, Xero)
• RPA tools (e.g., UiPath, Automation Anywhere)
• Microsoft Excel
• Financial modeling software (e.g., Excel, Google Sheets)

ASSUMPTION: The successful candidate will have experience with various ERP systems, accounting software, and RPA tools. They should also be proficient in Microsoft Excel and financial modeling software.

👔 Cultural Fit Considerations

Company Values:

• Customer Backwards
• All In, All the Time
• Candid Communicators
• Machine Builders
• Intentionally Bold

Work Style:

• Collaborative and supportive team environment
• Focus on work-life balance
• High-growth, high-trust environment
• Open and transparent communication

Self-Assessment Questions:

• Do you thrive in high-growth, high-trust environments?
• Are you comfortable working in a collaborative, supportive team environment?
• Do you communicate clearly and effectively with team members and stakeholders?

ASSUMPTION: Martell Growth Solutions values a high-growth, high-trust environment with a focus on collaboration, open communication, and work-life balance. Candidates should assess their fit with these values and work styles before applying.

⚠️ Potential Challenges

• Managing financial risk and optimizing cash flow in a high-growth environment
• Ensuring regulatory compliance and leading internal audits in a rapidly changing business landscape
• Balancing the demands of a full-time, on-site role with a high-growth, high-trust environment
• Adapting to a collaborative, supportive team environment with a focus on work-life balance

ASSUMPTION: The successful candidate will face various challenges in this role, including managing financial risk, ensuring regulatory compliance, and balancing the demands of a high-growth, high-trust environment. They should be comfortable working in a collaborative, supportive team environment with a focus on work-life balance.

📈 Similar Roles Comparison

• Unlike traditional finance roles, this position requires a strong focus on strategic thinking and long-term planning
• Industry-specific context: The role is focused on the SaaS industry, with a strong emphasis on coaching and supporting entrepreneurs
• Career path comparison: This role offers significant growth potential as the company continues to expand its services and scale its operations

ASSUMPTION: This role is unique in its focus on strategic thinking and long-term planning, with a strong emphasis on the SaaS industry and coaching entrepreneurs. The career path offers significant growth potential as the company continues to expand its services and scale its operations.

📝 Sample Projects

• Developing and implementing a comprehensive financial reporting system to support strategic decision-making
• Designing and presenting a detailed financial forecast to the executive team, outlining potential scenarios and their implications for the company's growth
• Conducting an internal audit to identify opportunities for automation and efficiency in financial processes

ASSUMPTION: The successful candidate will be involved in various projects that require strategic thinking, financial acumen, and strong communication skills. These projects will be essential for driving the company's financial performance and growth.

❓ Key Questions to Ask During Interview

• How does this role fit into the company's long-term strategic plans?
• What are the key priorities for this role in the first 90 days?
• How does the company support work-life balance for its employees?
• What opportunities are there for growth and development within the company?
• How does the company approach collaboration and communication within the team and with external partners?

ASSUMPTION: These questions are designed to help the candidate assess their fit with the company's long-term strategic plans, priorities, work-life balance, growth opportunities, and communication styles. The answers to these questions will provide valuable insights into the role and the company culture.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to emphasize skills and experiences that match the required and preferred qualifications
• Prepare a well-thought-out financial case study and presentation to showcase your problem-solving skills and strategic thinking
• Follow up with the hiring manager one week after submitting your application to express your interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.