Director, Financial Planning & Analysis

About the Role

A leading company in Canada is seeking an experienced Director of Financial Planning & Analysis (FP&A) to take a pivotal leadership role in shaping the organization’s financial strategy. This senior finance position requires ownership over the entire planning, forecasting, reporting, and performance management cycle while partnering closely with executive stakeholders. The role offers broad exposure across multiple business units and focuses on driving enterprise-wide initiatives and long-term growth.

Key Responsibilities

• Lead the annual budgeting, multi-year strategic planning, rolling forecasts, and variance analysis processes across various business units.
• Develop and refine comprehensive financial models including P&L, balance sheet, cash flow projections, and scenario analyses to support business decisions.
• Prepare executive-level financial reports, board presentations, strategic memos, risk assessments, and capital planning documentation.
• Conduct thorough evaluations of strategic initiatives such as partnerships, product launches, and acquisitions via detailed financial and scenario analysis.
• Work collaboratively with leadership teams to analyze revenue forecasts, sales pipelines, asset growth trends, and key operational drivers.
• Design and implement management reporting frameworks that monitor performance, identify risks and opportunities, and enhance accountability across departments.
• Establish financial risk monitoring mechanisms, including sensitivity analyses on revenue exposure, cost drivers, and market fluctuations.
• Coordinate with finance teams across affiliated entities to apply FP&A best practices, standardize reporting, and improve analytical frameworks.
• Support consolidated forecasting efforts, inter-company coordination, shared cost allocation, and enterprise-wide reporting activities.
• Lead initiatives to enhance financial systems through automation, data quality improvements, and adoption of AI-enabled technologies.
• Collaborate with internal and external partners on financial system implementations, upgrades, and integrations.
• Mentor and develop finance professionals, fostering strong FP&A skills and analytical rigor within the team.

Candidate Profile and Requirements

• At least 8 years of progressive experience in FP&A, including 3+ years in a senior leadership role.
• Preferably experienced in asset management, financial services, regulated sectors, or similarly complex environments.
• Demonstrated expertise in managing enterprise-wide budgeting, forecasting, KPI development, and senior leadership reporting.
• Proven track record within multi-entity organizations, handling consolidated forecasts and inter-company financial management.
• Advanced proficiency in building, auditing, and managing complex, dynamic financial models.
• Strong analytical skills with the ability to interpret large datasets and deliver clear, actionable recommendations to executives.
• Excellent stakeholder engagement abilities with experience influencing executives and cross-functional teams.
• Outstanding communication skills, capable of simplifying intricate financial concepts for diverse audiences.
• Hands-on experience with financial systems implementations and integrations, ideally including NetSuite and Float Financial.
• Familiarity with software such as QuickBooks Online (QBO), NetSuite, Float, Procurify, HubSpot, AI-assisted development tools, and Microsoft Office.
• Adaptability to fast-moving environments with a strong sense of ownership and accountability.

Benefits

• Competitive salary package with discretionary bonuses.
• Unlimited paid vacation days for work-life balance support.
• Remote-first workplace culture emphasizing outcomes and trust.
• Chance to impact an innovative and rapidly expanding sector.
• A collaborative, low-hierarchy environment valuing teamwork, ownership, and execution.
• Annual company retreats to foster connection and team building.
• Birthday leave to honor personal milestones.
• Family-friendly parental leave policies focusing on employee well-being.

Additional Information

This position is managed by a partner company that handles all applications and interview processes. The partner uses AI-driven candidate matching to ensure objective evaluation. Final hiring decisions are made internally by the employer. Applicants should note data processing practices comply with privacy regulations, and AI tools assist but do not replace human judgment in recruitment.