Director, Financial Planning

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. 
 
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
 
At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences. 

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What's in it for you as an employee of QFG?

• Health & wellbeing resources and programs 

• Paid vacation, personal, and sick days for work-life balance

• Competitive compensation and benefits packages

• Work-life balance in a hybrid environment with at least 3 days in office

• Career growth and development opportunities

• Opportunities to contribute to community causes

• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy.

We're looking for our next Director, Financial Planning & Analysis. Could It Be You?

The Director, FP&A is responsible for providing proactive, insightful financial and business analysis to enable the business to reach its short- and long-term strategic and financial objectives. The purpose of the role is two-fold:

• Corporate FP&A Leadership: The Director, FP&A contributes to the success of Questrade Financial Group by leading the budget, target setting management reporting, and financial analysis functions for the organization, while partnering with senior leadership and the Board to provide corporate financial information in an expedient, concise, and meaningful manner.

• Enterprise Shared Services Finance Business Partnering: This role will also oversee the delivery FP&A processes for QFG's Enterprise Shared Services business that includes all shared services functions and COE's, including in-year forecasting, budgeting, management reporting, and business decision support.

Leading a team of 4 and working under the direction of the Managing Director, Financial Planning & Analysis, the incumbent will be instrumental in balancing time and effort between the two focus areas.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to: 

Corporate FP&A Leadership:

• Acting as a business process owner for the annual budgeting, target setting, management reporting, and financial analysis processes QFG-wide.

• Managing consolidation of targets, budgets, and management financials.

• Collaborating with Finance Business Partners across the businesses to review, challenge, and finalize the targets and budgets.

• Leading monthly review of the consolidated management results, including coordination of inputs from all QFG businesses, analysis of consolidated results, and insights to help ensure the company remains on-track to achieve budgets and strategic goals.

• Leading enterprise-wide initiatives requiring involvement from multiple businesses. E.g., reorganizations requiring significant changes to master data structures and FP&A processes, cost reductions, productivity assessments, etc.

• Preparing communications and presentation materials for QFG President, QFG CFO, and the Board as required.

Enterprise Shared Services Finance Business Partnering:

• Managing preparation of targets, annual budgets, and financial forecasts.

• Leading monthly and quarterly operating results analysis and reporting.

• Developing and presenting slide decks to business and finance leaders for the communication of analysis, budgets, forecasts, and financial results.

• Leading preparation and tracking of business cases for new initiatives and products.

• Identifying, planning and implementing continuous improvement initiatives within FP&A.

• Motivating, developing and managing work and performance of direct reports.

So are YOU our next Director, Financial Planning & Analysis? You are if you…

• Hold a degree or equivalent in Accounting, Finance or related field 

• Hold a relevant professional designation or equivalent (CPA, CFA or MBA)

• Have 5+ years of experience in a similar role

• Have 5+ years of experience in a leadership position

• Possess advanced proficiency in Excel

• Have demonstrated ability to translate business models and initiatives into quantitative models

• Have high proficiency in turning data into insights and recommended actions 

• Are in possessions of superior collaboration and stakeholder management skills that help build consensus and focus teams on common goals

• Have excellent communication skills (verbal and written), including  with senior leadership

• Are comfortable in fast-paced dynamic business environments that require effective management of conflicting demands and competing priorities

• Are proactive and results-driven

• Are a strong team player who inspires others and models a growth mindset

Additional kudos if you…

• Have experience in Controllership / Financial Reporting

• Have experience in the financial / investment industry

• Have NetSuite, Oracle EPBCS, and Google Suite experience

Sounds like you? Click below to apply

#LI-NP1 

#LI-Hybrid

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us. 

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review. 

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.