Director Financial Planning And Analysis

1 month ago


Vancouver Metro Vancouver Regional District, CA Talentify Full time

Job Title: Director, Financial Planning and Analysis

Job Description:

This is a 15-month term position with the strong likelihood of deployment elsewhere in the organization in a leadership capacity. The successful candidate will be eligible for all FTE benefits. You are a talented and focused departmental leader who can thrive in a fast-paced, multi-business environment. You actively partner with key stakeholders to provide insights into financial and operating trends, supporting the company’s continued growth and financial decisions. Your ability to toggle between tactical and strategic perspectives is critical. You take pride in presenting effective financial budgets and forecasts, aligned with larger divisional goals and organizational requirements. As a people leader, you are strength-based, engagement-focused, and performance-oriented, understanding how your team's work contributes to the overall success of the organization.

Hard Skills:

  • CPA
  • 7+ years FP&A experience with exposure to at least $10B in assets
  • Leadership experience (management and development of at least 4+ direct reports)
  • Advanced Excel proficiency (automate models, advanced formulas, adaptive plug-in)
  • Proficient with budgeting software
  • Experience in the financial sector

Soft Skills:

  • Excellent interpersonal and communication skills (written, verbal, and presentation)
  • Skilled in planning, organization, and time management
  • Ability to handle multiple process flows
  • Engagement-focused and performance-oriented leadership

Job Type: This is a permanent position.

Work Site: This is a hybrid position requiring some days on-site in Vancouver, British Columbia and some days remote.

Work Environment:

The organization is a boutique financial institution with offices in Vancouver, Calgary, Toronto, and Montreal. The company has been in the Canadian marketplace for over 35 years, committed to exceeding customer expectations with exceptional service and product knowledge. The organization is undergoing significant changes, including leadership evolution and shifting market expectations. The team is close-knit, with a trusting and transparent culture. The work environment is fast-paced with an open-door policy, allowing easy access to the board/CFO. The team includes 3 SFAs and 2 FAs, working collaboratively with the executive board and business. Reporting to the office is required on Tuesdays and Thursdays, with flexibility around the standard Mon-Fri 8:30 am - 5 pm schedule. The role may require off-hours availability. The downtown office is transit accessible.

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