Martell Growth Solutions - Finance Director

Kelowna, BC or surrounding area (full-time, on-site in Kelowna studio required)

Salary: $120,000 – $150,000 CAD OTE | We offer health, dental, and vision benefits | Unlimited PTO

About Martell Growth Solutions

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

Dan Martell is an award-winning entrepreneur, investor, and bestselling author who has founded multiple companies. He was named Canada’s top angel investor, and he's completed over 100+ investments with amazing companies like Udemy, Intercom, and Unbounce.

About the Role

We’re looking for a strategic, detail-obsessed, and people-savvy Director of Finance to shape our financial future as we scale. Based in the heart of Kelowna, you'll work directly with the executive team to optimize financial performance, ensure compliance, and build systems that fuel intelligent growth.

If you're excited by forecasting, automation, dashboards, and delivering high-impact insights that move a business forward — this is your moment.

Responsibilities:

Strategic Financial Leadership

• 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

Controls, Compliance & Operational Excellence

• Build scalable financial controls and approval workflows
• Ensure regulatory compliance across all operations
• Conduct internal audits and identify opportunities for automation and efficiency

You’ll Fit Right In If You...

• Love turning messy numbers into clean insights
• Enjoy solving complex problems and simplifying systems
• Communicate clearly with confidence — in boardrooms and break rooms
• Thrive in high-growth, high-trust environments
• Believe that culture eats spreadsheets for breakfast

Experience and Qualifications

Required:

• Bachelor’s in Finance, Accounting, or Business
• CPA designation (or in progress)
• 5–10 years of experience in senior financial roles
• 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

Preferred:

• 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

Benefits 

• $120,000 – $150,000 CAD OTE
• We offer health, dental, and vision benefits 
• Unlimited PTO.  

Why Kelowna? Why Now?

Looking to ditch the big-city grind but keep the career momentum? Kelowna is the answer.

• Thriving tech and startup scene
• Incredible quality of life — lakes, mountains, vineyards, and sunshine
• Supportive, tight-knit business community
• Affordable living (yes, really!) with top schools, arts, and lifestyle
• A place where balance isn't just a buzzword — it's how we live