Director, Financial Planning & Analysis

Delinian•Montreal, QC

6d•Hybrid

About The Position

The Director of Financial Planning & Analysis supports the CFO in delivering financial planning forecasting, and business performance reporting. This is a high-impact individual contributor and team lead role focused on analytical excellence, management reporting, and cross-functional partnership. The Director will support the CFO in financial planning and forecasting, contribute to the Value Creation Plan (VCP), and serve as a reliable analytical partner to business leaders. This is a deliverables-oriented environment, and the ideal candidate is energized by pace, complexity, and impact.

Requirements

8-10 years of progressive FP&A, strategic finance, or combined finance leadership experience; at least 2-3 years in a senior or lead capacity in a SaaS, subscription, or information-services business.
CPA, ACA, CIMA, or CFA designation required.
Deep fluency in subscription/SaaS financial models and KPIs: ARR, NRR, churn decomposition, LTV/CAC, Rule of 40.
Material experience in a PE-backed operating environment across at least one full ownership cycle (2+2s, QBRs, VCP reviews, value-creation dashboards).
Strong financial presentation and communication skills; able to prepare clear, structured materials for senior leadership review.
Proven experience designing and implementing short, medium, and long-term financial planning with risk assessment and mitigation strategies.
Advanced proficiency in Excel and PowerPoint; experience with FP&A platforms (Anaplan, Adaptive Insights, Pigment) and BI tools (Tableau, Power BI).

Nice To Haves

MBA from a recognised institution
Exposure to M&A, due diligence, or PE transaction processes is an asset
Investment-banking or Big 4 transaction services foundation
Familiarity with ERP systems (NetSuite, SAP, Oracle)

Responsibilities

Lead the AOP, long-range financial model, and rolling forecasts; build and maintain ARR forecasts segmented by product line, geography (Americas / EMEA / APAC), client tier, and sales archetype.
Own Bear / Base / Bull scenario modelling with named assumptions, sensitivity analysis, and explicit decision triggers; run weekly near-term and monthly medium-term forecast cadences.
Build clean EBITDA bridges separating FX, one-time items, cost reclassifications, and controllable operating performance; communicate operating leverage mechanics to non-finance executives.
Support the CFO maintaining the Value Creation Plan (VCP), providing underlying analysis scenario modelling, and bridge from current exit-case ARR and EBITDA.
Deep fluency in subscription-economics KPIs: ARR, NRR, GRR, CAC, LTV, Rule of 40, magic number, and logo retention; ability to decompose ARR movement causally and explain variance to the board.
Develop and maintain management reporting packages to support CFO-led board presentations, QBRs, and VCP reviews; ensure outputs are insight-led and clearly structured.
Serve as a trusted Finance Business Partner to the CEO, CRO, and COO on strategic transformation. efforts; partner with the Financial Controller to ensure alignment between management reporting and FP&A deliverables.
Analyze sales, revenue, and profit trends, subscription KPIs, and the financial year outlook to provide strategic recommendations to brand leads.
Support the CFO on M&A and transaction processes, including financial analysis, data preparation, and assistance with due diligence workstreams as required.
Understand how financial presentation shapes exit multiple, what to normalise, what to adjust, what to footnote, and what to defend.
Support the maintenance of financial governance processes, including reporting timetables and expense policy compliance; flags risks and escalate to the CFO as appropriate.
Lead the strategic review and implementation of compensation plans (commission/bonus) across sales archetypes; own datacubes and weekly commercial sales reporting.
Proactively challenge Finance workflows to generate timely, decision-grade reporting; leverage AI and modern FP&A tooling to elevate output quality and speed. This is not a spreadsheet-operator role.
Co-own month-end close discipline with the Financial Controller for FP&A-owned deliverables; support (not lead) statutory reporting, audit, and accounting policy.
Manage, mentor, and develop a team of 2–3 FP&A professionals, fostering analytical excellence, accountability, and continuous improvement.
Contribute to the ongoing development of the FP&A team’s capabilities and ways of working: right roles, right people, right tooling.