Director, Financial Planning & Analysis

3iQ

5d•CA$175,000 - CA$185,000•Remote

About The Position

3iQ Corp is seeking a Director of Financial Planning & Analysis to serve as a senior finance leader and strategic partner to the executive team. This is a high-impact, enterprise-wide role responsible for owning the full FP&A function, from foundational model architecture through to board-level financial storytelling. The Director will lead 3iQ's planning, forecasting, and performance management frameworks while collaborating directly with the parent company (CCG), and 3iQ's sister companies to align financial strategy, share best practices, and drive enterprise-wide FP&A excellence. This role demands an intellectually rigorous, commercially minded finance leader who thrives in complexity and takes full accountability for the financial narrative of the business.

Requirements

8+ years of progressive FP&A experience, with at least 3 years in a senior or leadership role; experience in Asset Management, Financial Services, or a related regulated environment strongly preferred.
Demonstrated track record of owning enterprise-wide financial planning cycles, KPI frameworks, and board-level reporting.
Experience operating within a multi-entity or group corporate structure, with exposure to parent company reporting, consolidated forecasting, or inter-company financial management.
Exceptional financial modelling skills; fully comfortable building, owning, and auditing complex, dynamic models from the ground up.
Proven ability to synthesize large, complex datasets into clear, decision-ready narratives for executive and board audiences.
Strong stakeholder management skills with a demonstrated ability to influence at the C-suite level and drive cross-functional alignment.
Exceptional written and verbal communication skills; able to present financial complexity with clarity and confidence.
Hands-on experience with financial system implementations and integrations, specifically NetSuite and Float Financial (preferred).
Tech stack proficiency preferred: QBO, NetSuite, Float, Procurify, HubSpot, Open Code (Claude), and the full MS Office suite.

Nice To Haves

Experience in Asset Management, Financial Services, or a related regulated environment
Experience with NetSuite and Float Financial
Proficiency with QBO, NetSuite, Float, Procurify, HubSpot, Open Code (Claude), and the full MS Office suite.

Responsibilities

Own and lead the annual budgeting process, multi-year strategic planning cycles, rolling forecasts, and variance analysis frameworks across all business units.
Lead the development and continuous refinement of enterprise-wide P&L structures, balance sheet forecasts, and cash flow models; fully dynamic and formula-driven.
Draft and own executive-level financial memos, board reporting packages, risk documentation, strategic business cases, and capital planning materials.
Evaluate and stress-test new business initiatives, strategic partnerships, M&A opportunities, and product launches through rigorous scenario analysis and financial modelling.
Construct robust deal scenario models and perform sensitivity analyses to support senior leadership in strategic decision-making and negotiations.
Act as a strategic business partner to cross-functional stakeholders, bridging the gap between department heads and finance to drive organizational alignment.
Lead the financial review of the sales pipeline, revenue forecasting, AUM projections, and management fee modelling, integrating inputs from across the organization.
Collaborate with CCG's finance leadership and the FP&A functions of sister companies to develop and roll out enterprise-wide FP&A best practices, standardized reporting frameworks, and shared analytical tools.
Drive cross-entity benchmarking initiatives to identify performance gaps and opportunities across the CCG group, presenting findings and recommendations to senior leadership.
Support inter-company financial coordination including transfer pricing inputs, consolidated forecasting, and shared cost allocation methodologies.
Champion the adoption of common systems, data standards, and reporting taxonomies across the group to enable more efficient consolidation and comparison of financial performance.
Represent 3iQ in group-level finance working groups, steering committees, and strategic planning sessions convened by CCG.
Develop and maintain a comprehensive management reporting suite (monthly) that tracks performance against targets, surfaces key risks and opportunities, and drives accountability at all levels of the organization.
Lead the identification, quantification, and communication of financial risks and opportunities within the business. Including AUM sensitivity, fee revenue exposure and headcount cost drivers.
Establish formal risk flags and opportunity registers within the FP&A cycle, ensuring material items are escalated appropriately and incorporated into updated forecasts and strategic plans.
Build and maintain sensitivity models and scenario analyses that stress-test KPI outcomes under varied macroeconomic, regulatory, and operational assumptions.
Oversee data integrity, financial close accuracy, and real-time reporting capability, leveraging advanced data transformation techniques to ensure analytical outputs are always current and reliable.
Drive the strategic adoption of AI-assisted tools and automation to elevate the efficiency and scalability of FP&A processes, model-building, and reporting workflows.
Partner with IT and systems vendors to lead financial system implementations, upgrades, and integrations that support the growing complexity of the business.
Act as a mentor and coach to finance team members, supporting career development and the elevation of FP&A skills and judgment across the function.
Promote FP&A best practices within 3iQ and actively contribute to capability-building initiatives across sister companies in the CCG group.
Collaborate with the CFO and broader Finance team to provide cohesive leadership across the finance function, driving departmental goals and executing on the CFO's strategic vision.