Director, Corporate FP&A

About the Company

Our client is a leading capital markets organization. They are looking for a Director, Corporate FP&A who will be responsible for leading the Corporate FP&A team responsible for enterprise planning, while also playing a key role in supporting Finance Business Partnering (FBP) teams.

In this leadership role, you empower financially sound planning and decision-making throughout the organization. You do this by spreading financial acumen, telling compelling, data-driven stories to spur action, bridging the knowledge gap between Finance and Operations, and assisting in the creation of FP&A decision-support tools. You will simplify FP&A analysis into easily digestible business logic and take a more technology-guided and teaching-focused approach to business partnering, enabling decision-makers to make sound financial decisions more independently

Why Work Here

• High visibility with CEO, CFO and Board
• Enterprise-wide impact as acquisitions has outpaced finance processes
• This hire would ideally hit VPs succession map
• Exposure to investor relations and strategic finance

About the Opportunity

Enterprise Planning

• Ownership of forecasting and annual business planning across the group, including:
• Coordination of timelines and assumption alignment across business units
• Multi-stage reviews with senior leadership
• Creation of final presentations for the Board of Directors
• Ownership of Adaptive Planning (Workday Planning tool)
• Lead the corporate target-setting process to optimize investment allocation while establishing achievable and stretch performance targets that drive desired behaviours and outcomes
• Ownership of the long-term strategic forecast model used in the annual strategic planning process and longer-term modelling
• Conduct business analysis on key enterprise performance drivers (e.g., headcount, profitability)

Corporate Performance Reporting

• Accountable for corporate performance reporting to senior management and the Board of Directors, with a focus on forward-looking, actionable insights
• Responsible for content creation, key messaging, and performance insights
• Lead presentations of results to the Operating Committee
• Accountable for operating segment reporting in external financial statements and MD&A
• Partner closely with Investor Relations to synthesize monthly performance data into:
• Quarterly earnings scripts
• Q&A preparation materials
• Analyst consensus models
• Investor presentation metrics
• Prepare supplementary schedules and analyze/proof quarterly and annual MD&A, press releases, Investor Relations presentations, and communications with shareholders and analysts
• Partner closely with other Finance leaders and teams to improve data capture and GL reporting structures and optimize straight-through processing
• Ownership of incentive plan performance measurement and associated liabilities across TMX; contribute to the design of incentive plans in partnership with HR

Enterprise Portfolio Governance

• Oversee and recommend processes for annual and in-year discretionary investment allocations that balance governance, transparency, and business outcomes in alignment with TMX's growth strategy
• Facilitate transparency for material new initiatives outside approved budgets to support CEO, CFO, and SMT approval decisions
• Partner with the PMO and Integration Management Office on overall project governance and tracking
• Co-owner of company-wide policies, including the TMX Expenditure and Budget Authorization Policy

Cost Allocation (Shared Services) Model

• Ownership of the enterprise-wide cost allocation framework across legal entities and operating segments
• Lead the design and structure of the model, including:
• Tools
• Principles
• Governance
• Regulatory compliance
• Tax compliance
• Provide detailed transparency to senior management and Business Unit FBPs regarding key drivers and outcomes, with a focus on understanding value delivery and influencing shared services costs
• Provide variance analysis (budget vs. actual, prior period comparisons, etc.) in a manner that is easily understood by senior management
• Support FBPs in stakeholder discussions to improve confidence in model integrity
• Partner closely with team members to enhance data capture and GL reporting structures and improve straight-through processing
• Conduct business analysis on key enterprise cost drivers
• Enhance the rigour and control framework surrounding model updates and design
• Build flexibility and adaptability into the model to accommodate a r