Financial Planning and Analysis Lead

4 days ago


Old Toronto, Canada Healwell AI Inc Full time

Healwell AI Inc is seeking a skilled Financial Planning and Analysis (FP&A) professional to drive the company's financial performance and analysis. As a key member of the Leadership Team, you will play a critical role in implementing, maintaining and enhancing analytical tools to support business growth.

The successful candidate will have 5-7 years of financial leadership experience, preferably in a high-growth software or technology company with an international presence and revenue exceeding US$100M. A Bachelor's degree in finance, business, or a related field, along with a professional accounting designation (CA, CPA) or an MBA, is highly desirable.

Key Responsibilities:

  • Develop and maintain comprehensive financial models, forecasts, and budgets to inform business decisions
  • Lead the process for forecasting liquidity and cash flows, ensuring alignment with organizational strategy
  • Support the Leadership Team in identifying key metrics that drive financial performance and sustainable growth
  • Implement reporting dashboards using MS Power BI to provide timely financial insights to business unit leaders
  • Collaborate with Accounting to summarize performance, determine results' impact on future forecasts, and optimize budget and forecast cycles

Requirements:

  • Strong knowledge of IFRS/GAAP and public company experience or IPO readiness
  • Expertise in financial modeling, especially for M&A activities and integrating acquired businesses
  • Proven ability to build and manage reporting dashboards for decision-making
  • Adaptable and able to thrive in a fast-paced and dynamic environment
  • Highly organized with strong communication skills, capable of simplifying complex financial concepts
  • Demonstrated leadership with the ability to motivate and inspire high-performing teams

Salary: Estimated annual salary range: $120,000 - $160,000 based on industry standards and location considerations.



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