Role Overview

Financial Planning & Analysis (FP&A;) Lead

We are seeking an experienced Financial Planning & Analysis (FP&A;) Lead to join our finance team at a medium-sized manufacturing company covering the medical and transportation equipment sectors. The FP&A; Lead will serve as a strategic partner to senior business leaders, responsible for driving insightful financial analysis, forecasting, budgeting, process optimization and performance measurement to support informed decision-making and operational efficiency.

Compensation will be based on experience and qualifications.

Key Responsibilities

· Lead the annual budgeting process, including coordination with functional leads, analysis of assumptions, and consolidation of budgets.

· Work across the functional controllers to develop and maintain quarterly and annual financial forecasts, providing variance analysis versus budget and prior periods.

· Prepare management reporting packages, highlighting key performance indicators, trends, risks, and opportunities for executive leadership.

· Conduct financial modeling and scenario analysis to support business planning, capital expenditure decisions, and strategic initiatives.

· Provide business insight and action plans to optimize revenue, costs, and profitability across our operations.

· Collaborate with cross-functional teams to understand business drivers, develop and refine forecasting models.

· Implement and maintain FP&A; best practices, including creation of new reporting, executive dashboards, and Excel/BI tool enhancements.

· Monitor and analyze key financial metrics, including margins, production costs, inventory management,



cash flow and working capital efficiency.

· Oversee preparation and filing of corporate tax returns, working closely with external tax advisors and internal accounting teams.

· Develop, implement, and monitor financial policies and business controls, ensuring compliance with internal procedures, regulatory requirements, and best practices to safeguard company assets and mitigate risk.

Qualifications

- University Degree in Finance, Accounting, Economics, or related field
- Accounting designation (CMA, CPA, CA) required
- MBA or relevant master’s degree preferred
- 10+ years of progressive experience in finance, with at least 2–3 years in FP&A; leadership.
- Experience in manufacturing or industrial environments strongly preferred.
- Proven track record in cross-group collaboration, financial planning, forecasting, budgeting, and variance analysis.

Skills and Competencies:

- Strong proficiency in financial modeling, Excel, and Business Intelligence tools (e.g., Power BI, Tableau, etc).
- Excellent analytical and problem-solving skills, with ability to translate complex data into clear, easy to understand insights.
- Effective communication and presentation skills, capable of influencing decision-making at all organizational levels.
- Solid collaborative and proactive mindset, with experience partnering across cross-functional teams
- Knowledge of GAAP standards and manufacturing cost accounting principles.

Pay: $75,000.00-$85,000.00 per year

Benefits:

- Extended health care
- Life insurance
- On-site parking
- Profit sharing
- RRSP match
- Vision care

Education:

- Master's Degree (preferred)

Work Location: In person

📌 Manager, Financial Planning & Analysis (Mississauga)
🏢 CSI Group of Companies
📍 Mississauga