Senior Director of Financial Strategy

4 weeks ago


Vancouver, British Columbia, Canada Aston Carter Full time
Job Title: Director, Financial Planning and Analysis

Position Overview
This role is a significant leadership opportunity within a dynamic financial institution. The selected candidate will be instrumental in shaping financial strategies and guiding operational insights that drive the organization’s growth. You will collaborate closely with various stakeholders to analyze financial and operational trends, thereby influencing critical business decisions. Your capability to navigate both tactical and strategic financial landscapes is essential for success in this position.

Key Responsibilities
As a leader, you will take pride in developing comprehensive financial budgets and forecasts that align with the overarching goals of the organization. Your leadership style will be centered on strengths, engagement, and performance, ensuring that your team understands their contributions to the company's success.

Essential Qualifications
  1. Certified Public Accountant (CPA)
  2. Minimum of 7 years of experience in Financial Planning and Analysis, with exposure to managing assets exceeding $10 billion
  3. Proven leadership experience, including the management and development of at least 4 direct reports
  4. Advanced proficiency in Excel, including model automation and complex formulas
  5. Familiarity with budgeting software tools
  6. Experience within the financial services sector
Desired Skills
  1. Exceptional communication and interpersonal skills, both written and verbal
  2. Strong organizational and time management abilities
  3. Capacity to manage multiple workflows effectively
  4. Leadership focused on engagement and performance outcomes
Employment Type

This is a permanent position.

Work Arrangement

This role offers a hybrid work model, requiring a combination of on-site presence and remote work.

Organizational Culture

The organization is a well-established boutique financial institution with a commitment to delivering exceptional service and expertise. It has been a key player in the Canadian market for over 35 years and is currently navigating significant transformations in leadership and market expectations. The workplace fosters a collaborative and transparent culture, with an emphasis on trust and open communication. The environment is fast-paced, with a flexible approach to working hours, including required in-office days.



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