This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Financial Planning & Analysis based in Canada.
This is a senior finance leadership opportunity for an experienced FP&A professional ready to shape financial strategy within a fast-growing and innovative environment.
The role owns the full planning, forecasting, reporting, and performance management lifecycle while serving as a trusted advisor to executive stakeholders.
You will build scalable financial models, deliver strategic insights, and translate complex data into actionable business decisions.
The position offers significant visibility across multiple business units, supporting enterprise-wide initiatives and long-term growth.
You will collaborate with cross-functional leaders to improve financial discipline, optimize processes, and strengthen operational performance.
This role is ideal for a commercially minded finance leader who thrives in complexity, embraces innovation, and enjoys building impactful solutions.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Financial Planning & Analysis based in Canada.
This is a senior finance leadership opportunity for an experienced FP&A professional ready to shape financial strategy within a fast-growing and innovative environment.
The role owns the full planning, forecasting, reporting, and performance management lifecycle while serving as a trusted advisor to executive stakeholders.
You will build scalable financial models, deliver strategic insights, and translate complex data into actionable business decisions.
The position offers significant visibility across multiple business units, supporting enterprise-wide initiatives and long-term growth.
You will collaborate with cross-functional leaders to improve financial discipline, optimize processes, and strengthen operational performance.
This role is ideal for a commercially minded finance leader who thrives in complexity, embraces innovation, and enjoys building impactful solutions.
Accountabilities:
- Own annual budgeting processes, multi-year strategic planning cycles, rolling forecasts, and variance analysis frameworks across business units.
- Build, maintain, and continuously improve dynamic financial models covering P&L, balance sheet, cash flow projections, and business performance scenarios.
- Prepare executive-level financial reporting, board materials, strategic memos, risk documentation, and capital planning analyses.
- Evaluate strategic initiatives, partnerships, product launches, and potential acquisitions through detailed financial modelling and scenario analysis.
- Partner with leadership teams to analyze revenue forecasts, sales pipelines, asset growth projections, and key business drivers.
- Develop management reporting frameworks that track performance, highlight risks and opportunities, and improve accountability across the organization.
- Establish financial risk monitoring processes, including sensitivity analyses around revenue exposure, cost drivers, and market conditions.
- Collaborate with finance teams across related entities to implement FP&A best practices, reporting standards, and analytical frameworks.
- Support consolidated forecasting, inter-company coordination, shared cost allocation methodologies, and enterprise reporting initiatives.
- Drive improvements in financial systems, automation, data quality, and reporting efficiency through technology adoption and AI-enabled solutions.
- Partner with internal stakeholders and external vendors on financial system implementations, upgrades, and integrations.
- Mentor and develop finance team members while promoting strong FP&A capabilities and analytical excellence.
- 8+ years of progressive FP&A experience, including at least 3 years in a senior leadership capacity.
- Experience in asset management, financial services, regulated industries, or similar complex environments is strongly preferred.
- Proven experience owning enterprise-level budgeting, forecasting, KPI frameworks, and executive reporting processes.
- Experience working within multi-entity organizations, including consolidated forecasting and inter-company financial management.
- Advanced financial modelling skills with the ability to build, audit, and manage complex dynamic models.
- Strong ability to analyze large datasets and transform insights into clear recommendations for executive audiences.
- Excellent stakeholder management skills with experience influencing C-suite leaders and cross-functional teams.
- Exceptional written and verbal communication skills with the ability to simplify complex financial concepts.
- Experience with financial systems implementation and integrations, preferably including NetSuite and Float Financial.
- Familiarity with tools such as QBO, NetSuite, Float, Procurify, HubSpot, AI-assisted development tools, and Microsoft Office Suite.
- Ability to operate effectively in a fast-paced, evolving environment with a high degree of ownership and accountability.
- Competitive compensation package including discretionary bonus opportunities.
- Unlimited vacation days to support flexibility and work-life balance.
- Remote-first work environment with flexibility focused on outcomes and trust.
- Opportunity to contribute to an innovative and rapidly growing industry.
- Collaborative, low-ego culture that values teamwork, ownership, and execution.
- Annual company offsites for connection, collaboration, and team building.
- Birthday day off to celebrate personal milestones.
- Supportive parental leave policies designed to prioritize family well-being.
The Director, Financial Planning & Analysis will lead the development and execution of enterprise-wide FP&A strategies, ensuring accurate forecasting, insightful reporting, and strong financial decision-making. This role requires close collaboration with executives and cross-functional teams to drive alignment, improve processes, and support strategic growth initiatives.
Requirements:
The ideal candidate is a strategic finance leader with extensive FP&A experience, strong analytical capabilities, and the ability to influence senior stakeholders. They should combine technical financial expertise with business acumen, communication skills, and a passion for building scalable processes.