Chief Financial Strategist

2 days ago


Waterloo, Ontario, Canada Samuel, Son & Co. Full time

At Samuel, Son & Co., we pride ourselves on fostering a culture that values innovation, collaboration, and growth. As a key member of our leadership team, the Chief Financial Strategist will play a pivotal role in driving business success by providing strategic financial guidance and oversight.

The ideal candidate will have 8+ years of progressive experience in FP&A, costing, and operational finance management, with a strong background in IFRS and POC accounting. A university graduate with a Business Administration degree and MBA, along with a CPA designation, is required. Experience in a manufacturing environment with percentage of completion under IFRS 15 is also essential.

This is an excellent opportunity to leverage your expertise and passion for finance to drive meaningful results. You will be responsible for developing key metrics, structures, analysis, and insights that inform decision-making, while collaborating with and guiding teams across the organization.

Key responsibilities include:

  • Preparation of monthly, quarterly, and annual financial statements and related analysis comparing results with budget, forecasts, and prior period, while ensuring deadlines and performance standards are met.
  • Monitoring compliance with all corporate policies and procedures, enhancing internal controls, and adherence to IFRS as well as compliance with local, provincial/state, and federal reporting responsibilities.
  • Preparing monthly and quarterly business review packages and related analysis to support management presentations, identifying areas of opportunity and risk.
  • Owning the financial planning and forecasting process, building both the quarterly, annual, and long-range financial plans and targets that are aligned with strategic objectives.
  • Reviewing bids to ensure financial soundness, mitigate risks, and support strategic decision-making for high-value automation projects.
  • Interfacing with internal and external stakeholders and monitoring performance against plan, conducting customer, product line, production, and ROI analysis interpreting results, trends, and variances; and identifying areas of improvement impacting sales, operating profit, cost savings, working capital, etc.

A competitive salary range of $120,000 - $180,000 per year is offered, commensurate with experience. The company offers a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) matching program and opportunities for professional development.

Samuel, Son & Co. is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about making a difference in the industry.



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