Director, FP&A
5 days ago
IFS is a billion-dollar revenue company with 7000+ employees on all continents. Our leading AI technology is the backbone of our award-winning enterprise software solutions, enabling our customers to be their best when it really matters–at the Moment of Service. Our commitment to internal AI adoption has allowed us to stay at the forefront of technological advancements, ensuring our colleagues can unlock their creativity and productivity, and our solutions are always cutting-edge.
Copperleaf is the world's leading AI powered Asset Investment Planning (AIP) solution, enabling organizations to make better decisions – faster, smarter and with more confidence.
Together Copperleaf and IFS offer the first end-to-end asset lifecycle management solution. Underpinned by Industrial AI, the combining of Copperleaf and IFS will allow our asset intensive customers to deliver on their moment of service through strategic allocation and execution of CAPEX and OPEX; balancing expenditure, business objectives, risk and optimal asset performance.
At IFS, we're flexible, we're innovative, and we're focused not only on how we can engage with our customers but on how we can make a real change and have a worldwide impact. We help solve some of society's greatest challenges, fostering a better future through our agility, collaboration, and trust.
We celebrate diversity and understand our responsibility to reflect the diverse world we work in. We are committed to promoting an inclusive workforce that fully represents the many different cultures, backgrounds, and viewpoints of our customers, our partners, and our communities. As a truly international company serving people from around the globe, we realize that our success is tantamount to the respect we have for those different points of view.
By joining our team, you will have the opportunity to be part of a global, diverse environment; you will be joining a winning team with a commitment to sustainability; and a company where we get things done so that you can make a positive impact on the world.
We're looking for innovative and original thinkers to work in an environment where you can #MakeYourMoment so that we can help others make theirs. With the power of our AI-driven solutions, we empower our team to change the status quo and make a real difference.
If you want to change the status quo, we'll help you make your moment. Join Team Purple. Join IFS.
Job DescriptionHeadquarter Location: Vancouver, BC
Role Location: Vancouver, BC (In Person)
Reporting To: Vice President, Finance
Responsibilities:
- Own the annual budgeting, rolling forecasts, and long-range financial plans, aligning them with corporate strategy and growth objectives.
- Lead monthly and quarterly management reporting, group reporting, and shareholder deliverables tailored to a PE-backed operating model.
- Deliver insightful variance analysis and business intelligence using financial and non-financial KPIs; identify key value drivers and risks.
- Build strong partnerships across GTM, R&D, and Customer Experience to forecast revenue, churn, ARR, and other core SaaS metrics.
- Advance the use of AI-powered forecasting, scenario modeling, and analytics in financial processes.
- Lead initiatives to automate and scale reporting using tools like Workday Adaptive Planning, IFS THOR, and integrated data platforms.
- Design, build, and maintain dashboards that surface real-time insights on performance, operational efficiency, and capital allocation.
- Develop and maintain financial models to support pricing strategy, customer segmentation, and investment prioritization.
- Manage and mentor a team of FP&A professionals; promote a high-performance culture with accountability and agility.
- Continuously improve planning cadence, systems integration, and financial reporting infrastructure to support rapid growth and complexity.
- CPA or equivalent.
- 10+ years finance experience with at least 5+ years of progressive experience in FP&A roles, and at least 2 years within a SaaS or tech business.
- 5+ years experience integrating or leading financial planning systems (e.g., Adaptive Planning, IFS THOR).
- 5+ years experience in public practice, preferably Big 6.
- Experience supporting M&A, debt financing, or investor due diligence.
- 5+ years experience with global operations or multi-entity group structures.
- Experience with AI driven finance and forecasting processes
- Track record of success in PE-backed or investor-driven environments, with exposure to executive level reporting and financial rigor.
- Advanced financial modeling, scenario planning, and data storytelling skills.
- Deep understanding of SaaS metrics: ARR, GRR, NRR, Rule of 40 etc.
- Familiarity with IFRS.
- Strong leadership and communication skills with the ability to influence across departments.
- Strong written and verbal communication skills.
- Employment type: Permanent, full-time
- Annual Salary: $170,000 CAD
- Benefits:
- Extended Health & Dental
- Health Spending Account
- RRSP Matching
- Paid Time Off / Vacation
- Paid Sick Days
- Professional Development Flex Benefit
- Flexible Work
- Language of work: English
- Company address: 2920 Virtual Way #140, Vancouver, BC V5M 0C4
We embrace flexibility and hybrid work opportunities to support diverse needs and lifestyles, while also valuing inclusive workplace experiences. By fostering a sense of community, we drive innovation, strengthen connections, and nurture belonging. Our commitment ensures you can work in a way that suits you best, while also engaging with colleagues to share ideas and build meaningful relationships.
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Director, FP&A
4 days ago
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