Directeur(trice), FP&A et Fusions & Acquisitions - Director, FP&A and M&A
About The Position
The Director, FP&A and M&A is a senior finance leader responsible for driving financial planning, analytical rigor, and acquisition strategy across a dynamic $200M field services business. Operating within a complex, multi-branch environment with disparate systems, this role serves as a trusted advisor to the CFO and executive team, translating operational data into strategic insights and supporting the full M&A lifecycle—from target identification through integration. This position can be based in either Oakville, ON or Lachine, QC. This is a high-impact, highly visible role, requiring someone equally comfortable in the boardroom and in the field—capable of building credibility with branch managers, improving data integrity at the source, and delivering board-ready financial analysis.
Requirements
- 8–12+ years of progressive finance experience
- 3–5 years in FP&A leadership roles
- Demonstrated M&A transaction experience
- CPA and/or CFA designation
- Experience in field services, infrastructure, logistics, or multi-site operations
- Strong experience working with multiple or legacy financial systems
- Advanced financial modeling skills (Excel required; Power BI/Tableau preferred)
- Excellent communication skills, with the ability to present complex financial concepts to non-finance stakeholders
Nice To Haves
- Experience in private equity-backed or acquisition-driven environments
- Familiarity with ERP systems and field service platforms (e.g., ServiceMax, FieldEdge, Salesforce FSL)
- Experience with lender reporting, debt structures, or covenant compliance
- Post-acquisition integration experience
Responsibilities
- Lead the annual budgeting process and multi-year forecasting across all business units and branches
- Develop, maintain, and continuously improve financial models that reflect field operations (labour productivity, fleet utilization, route economics, contract margins)
- Produce monthly, quarterly, and annual reporting, including variance analysis, KPI dashboards, and actionable insights
- Drive performance reviews with branch managers and regional leaders, challenging assumptions and ensuring accountability
- Partner closely with operations to translate field-level metrics into financial performance
- Lead scenario planning and sensitivity analysis to support pricing, expansion, capacity, and capital allocation decisions
- Standardize reporting tools and processes across a decentralized, multi-system environment
- Act as a key stakeholder in data governance, ensuring accuracy and consistency of financial data
- Identify gaps and inconsistencies across systems and implement both short-term fixes and long-term improvements
- Promote strong data hygiene and reporting standards across the organization
- Support ERP consolidation and/or BI tool implementation initiatives
- Lead financial due diligence (quality of earnings, normalized EBITDA, working capital, risk assessment)
- Build and maintain advanced financial models (LBO, IRR, accretion/dilution, synergies)
- Prepare investment memos, executive summaries, and board presentations
- Coordinate with legal, HR, operations, and external advisors throughout transactions
- Support post-acquisition integration (Day 1 readiness, reporting alignment, synergy tracking)
- Maintain an active pipeline of acquisition targets and conduct preliminary financial analysis
- Act as a strategic finance partner to the CFO
- Build strong relationships with branch and operational leaders
- Lead, mentor, and develop a team of FP&A analysts
- Liaise with external accounting and legal partners
- Support the CFO on ad hoc strategic initiatives (capital structure, financing, special projects)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
