Director of Financial Planning

2 weeks ago

Toronto, Ontario, Canada Purpose Unlimited Full time

Job Location:
Montreal OR Toronto

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions.

Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market.

Purpose Unlimited's businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Responsibilities:

  • Reporting to the VP Finance, the Director of FP&A, you will lead complex analysis for Purpose Unlimited and its subsidiaries. You will work crossfunctionally with leaders in a fastpaced environment to produce key insights for senior management to help guide decisionmaking and the strategic direction of the business
  • Critical senior role in the finance team providing leadership to the financial planning and analysis team.
  • Responsible for the annual budget/forecast/strategic process including development of longterm forecasting models by operating segment, and various scenario analysis.
  • Produce reports to support the strategic direction of Purpose's business segments including profitability, unit economics, project return on investment, liquidity and working capital analysis.
  • Responsible for monthly and quarterly Management and Board of Directors business updates.
  • Develop and maintain key performance indicators (KPIs) and associated weekly reporting and commentary to senior management.
  • Responsible for forecasting short term cash flow projections and help managing cash positions across the Company's subsidiaries.
  • Support business initiatives with financial analysis to understand project/product profitability.
  • Support due diligence and data request from lenders and investors, in conjunction with the Purpose Unlimited Corporate Development group.
  • Perform ad hoc reporting, analysis and projects as required.
  • Interacting with senior executives across Purpose Unlimited, Purpose Investments, Advisor Solutions by Purpose and Driven
  • Ensure best practices are employed within the finance department, playing an active role in designing and implementing new processes within a culture of continuous improvement.
  • Oversee, train and develop the finance team.

Qualifications:

  • Bachelor's degree in Business Management, Finance, Accounting, or related field.
  • Master's degree and/or CPA/CFA preferred.
  • Experience in a senior finance position, with a proven ability to build strong, collaborative relationships throughout the organization at both senior and junior levels.
  • Ability to communicate results in a coherent and timely manner to senior executives within the organization.
  • Strong leadership skills and business acumen.
  • Outstanding integrity, solid moral judgment, and the ability to make important decisions under pressure.
  • Proficiency in Microsoft Suite and other business software.
  • Strong interpersonal skills with the ability to successfully foster new and maintain longstanding business relationships.
  • Excellent communication skills, both orally and written.
  • Ability to multitask, prioritize and delegate responsibilities in an effective and efficient manner.
  • Expertise in problem solving, analytical thinking, and decisionmaking.
Why should you join us?

  • We are one of Canada's Top Small & Medium Employers'2023 & 202
  • We believe in innovation and a vibrant culture work for an innovative, peoplefirst, financial services firm that values entrepreneurialism.
  • We believe in a flexible work structure
  • A flexible hybrid work model that empowers you to do your best work whether at home or the office.
  • We care about your rewards
  • Competitive compensation including equity program.
  • We care about your health comprehensive group health and dental benefits and life insurance at little to no cost to you, We also offer a Lifestyle Spending Account for all your wellness needs.
  • We care about your quality of life flexible paid timeoff policy with unlimited vacation days, and flexible sick and mental health days.
  • We care about your family
  • Paid parental leave for eligible employees with a topup.
  • We care about your future
  • Generous Group RRSP matching and TFSA program in Purpose fund.
  • We care about your development
  • We offer training opportunities and tuition support yearround.
We thank all applicants for their interest; however, only those selected for interviews will be contacted.
Our work philosophy is a hybrid model allowing for flexibility and collaboration.

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