A leading organization is seeking a Director of Financial Planning & Analysis to support strategic planning, financial performance management, and executive decision-making. This opportunity is ideal for an experienced finance professional who combines strong analytical capabilities with leadership experience and enjoys working across complex business operations.

Reporting to a senior finance executive, the Director will oversee financial planning, forecasting, and consolidated reporting for a diverse investment business. The role combines hands-on financial analysis with team leadership, stakeholder collaboration, and process improvement.

What You'll Do

- Lead consolidated financial planning and forecasting activities, including annual business plans, quarterly projections, and financial performance reporting
- Review financial results, forecasts, and business plans to assess accuracy, identify trends, and evaluate performance against established targets
- Analyze key business drivers and financial variances, translating complex data into actionable insights and recommendations
- Coordinate reporting timelines and deliverables across multiple business units, ensuring consistency, completeness, and timely submission of financial information
- Oversee financial reporting processes and planning systems, identifying opportunities to improve reporting quality, functionality, and efficiency
- Prepare and review executive presentations, financial analyses, and performance summaries for senior leadership
- Conduct profitability analysis across business segments to identify performance trends, risks, and opportunities
- Partner with finance leaders and operational stakeholders to support planning activities, resolve reporting issues, and strengthen financial processes




- Manage and develop a team of Financial Analysts while remaining actively involved in detailed analysis and review of key deliverables
- Build solid working relationships across the organization to encourage collaboration, accountability, and effective problem-solving
- Identify and implement process improvements that enhance the scalability, accuracy, and efficiency of financial planning and reporting

What You Bring

- A university degree in finance, accounting, or a related business discipline
- CPA designation
- 8 years of progressive experience in financial planning and analysis, financial reporting, or a related finance function
- 1–2 years of experience managing or developing finance professionals
- Strong understanding of financial forecasting, budgeting, consolidated reporting, and performance analysis
- Advanced proficiency in Microsoft Excel and PowerPoint
- Experience with financial planning and reporting systems; familiarity with enterprise planning platforms is an asset
- Strong quantitative and analytical skills, with the ability to interpret complex financial information and develop practical recommendations
- Excellent communication and presentation skills, including the ability to engage with senior leadership
- Strong organizational skills, sound professional judgment, and a commitment to accuracy and continuous improvement

Why Join

This is an opportunity to take on a visible leadership role within a sophisticated, multi-business organization. You'll collaborate with senior stakeholders, contribute to important financial and strategic decisions, and help shape the evolution of the FP&A; function.

The organization offers a collaborative, performance-driven environment where analytical thinking, professional development, and continuous improvement are valued. You'll have the opportunity to lead a team, strengthen financial processes, and broaden your exposure to complex business operations.

📌 Director, Financial Planning & Analysis (FP&A) (Canada)
🏢 Kassen Recruitment
📍 Canada