Director of Strategy – Financial Practice

4 days ago

Canada The PNR Full time

Director of Strategy – Financial Practice The PNR Greater Montreal Metropolitan Area This role is for the elite Financial Strategist driven by execution and measurable impact. At PNR, we promise our clients—CEOs and their executive teams, board members, and shareholders—to accelerate their growth and realization of their vision. We support executive teams in strategic planning and execution through a proprietary method and technological platform that maximize direction, alignment, and velocity in strategy execution. PNR maintains 100% recurring corporate revenue and an average client retention of 5.3 years—a testament to the measurable value we consistently deliver. Our DNA Courage, Trust, and Autonomy Our team’s DNA is first and foremost rooted in building relationships of trust — among ourselves, our clients, and our business partners. This means demonstrating authenticity, empathy, and keeping our promises. We also prioritize physical and mental well-being, which we see as key ingredients for maintaining long‑term balance and performance. Finally, our actions are guided by courage — helping our clients make data‑driven and AI‑assisted decisions that maximize their chances of success. Our clients’ realities are both intense and exciting; our role is to make their lives easier while helping them achieve their vision and objectives. We don’t maintain a corporate office — we meet regularly at client offices and in various strategic off‑site locations. About the Role This is a mandate focused on measurable executive outcomes, not just deliverables. Your responsibilities will include: Evaluate growth project opportunities, new products, and investment prospects through detailed analysis; Work with clients to identify, assess, and execute potential acquisition opportunities — including market studies, in‑depth analyses, and financial modeling; Conduct and coordinate financial modeling to assess investment viability; Collaborate closely with client executive teams to understand business objectives and develop data‑driven strategies to achieve them; Ensure strategic plan alignment with client project portfolios; oversee the creation and monitoring of dashboards to track strategic plan execution; Design strategic recommendations for company leaders, clients, and major stakeholders. Qualifications Entrepreneurial mindset with a minimum of 7 years of experience; Expertise in strategic planning; experience in M&A is an asset; Advanced proficiency in Excel (complex functions, pivot tables, macros); Experience with Power BI for data visualization and dashboard creation; Ability to develop and interpret complex financial models; CPA or CFA designation is an asset; Excellent knowledge of research methods and Microsoft Office tools; Strong written and verbal communication skills; Bilingual – excellent written and spoken French and English; Ability to work collaboratively and build trusting relationships with clients; Strong interest in artificial intelligence and its advanced applications. Seniority level Director Employment type Full‑time Job function Finance, Strategy/Planning, and Management Industries: Business Consulting and Services, Financial Services, and Investment Banking Referrals increase your chances of interviewing at The PNR by 2x Get notified about new Financial Director jobs in Greater Montreal Metropolitan Area . #J-18808-Ljbffr

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