Role Description

- Act as finance partner to Growth, Product, and Commercial teams

- Drive profitable growth through insight on pipeline, pricing, product and investment decisions

- Translate data into transparent commercial insights and outcomes

- Own client profitability, pipeline, and investor insight

- Provide independent challenge to improve decision quality

Team Responsibilities

- Contribute to core outputs (pipeline, reporting, profitability analysis)

- Work closely with commercial finance, product, and regional teams

- Apply consistent tools, models, and assumptions

- Share insights and proactively highlight issues and opportunities

- Support delivery of high-quality, decision-focused analysis

Specific Role Responsibilities

- Manage growth budgets, revenue and pipeline tracking

- Analyse client/product profitability and key margin drivers

- Partner with teams on deals, pricing, and commercial strategy

- Provide insight on sales pipeline performance and conversion

- Support business cases, product investment decisions, and strategic initiatives, ensuring alignment to agreed commercial metrics and KPIs

- Deliver clear reporting and commentary to senior stakeholders

- Identify risks, opportunities, and actions to improve outcomes

- Ensure alignment across pipeline, forecast, and financial plans

Experience Required

- CPA/CA preferred





- Minimum 4-5 years’ experience

- Knowledge of financial services

- Intermediate to advanced MS Excel skills

- Independent, self-directing and delivery focused working style;

- Strong analytical skills with a high attention to detail

- Ability to manage competing deadlines, problem solve and analyse effectively

- Strong business partnering with Sales / Product / Ops

- Good team communication skills, confident in dealing with internal and external clients

- Organizational management is key

- Ability to work under pressure as part of an effective team

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.

📌 Commercial Finance Manager (Toronto)
🏢 FNZ
📍 Toronto