Director, Financial Planning & Analysis

Kinaxis Inc.•Remote,

2d•Hybrid

About The Position

The Financial Planning and Analysis (FP&A) team partners with leaders across the company to help drive business decisions. They work with stakeholders to highlight insights and analysis needed to make data-driven decisions that help fuel growth and operational excellence. The Director, Financial Planning & Analysis, is a trusted advisor and subject matter expert who brings a depth and breadth of knowledge and expertise in leading, directing, and developing the overall operations and delivery of revenue forecasting, consolidated forecasts and reporting, external metrics, and evolving financial planning strategies within Kinaxis. This role is ideal for a forward-thinking finance leader who combines deep financial expertise with strong business acumen, operational excellence, and a passion for transforming finance through data, automation, and AI-enabled insights. Partnering closely with the VP, Financial Planning & Analysis the Director, Financial Planning & Analysis is responsible for effective management and continuous improvement of budgeting and forecasting cycles and provides strategic financial consultation and support to the business.

Requirements

Post-secondary education in Finance, Accounting, Business, or a related field.
Professional accounting designation(CPA or legacy CA, CMA or CGA), CFA, or MBA.
10+ years of progressive experience in FP&A, investment banking, private equity, or corporate finance, ideally with some experience in a high-tech, global, publicly traded organization.
Experience leading teams with direct and indirect reports.
Demonstrated financial acumen and expertise in data and financial modeling and scenario planning.
Advanced analytical, problem solving, and critical-thinking skills with the ability to coordinate input from multiple sources to develop impactful recommendations to achieve results for the business.
An articulate and professional communicator with the ability to provide clear, concise messaging to multiple audiences and present complex information across the organization.
Strong relationship-building and influencing skills and the ability to prioritize business requirements appropriately through a collaborative partnership approach.
Demonstrated ability to coordinate input from multiple complex sources, conduct environmental scanning, and sort through ambiguity to develop impactful recommendations for business decisions.
Deep and broad knowledge of financial analysis, forecasting, budgeting, and management reporting, including oversight of the annual financial planning process and related best practices.
Exceptional financial modelling skills with great attention to detail and the ability to distill complex issues into structured, actionable frameworks.
Highly proficient in Excel and PowerPoint, particularly for financial modeling, financial and data analysis, and presenting business cases or transaction summaries.
Ability to apply a structured problem-solving framework to ambiguous situations and drive decisions under tight timelines.
Significant experience developing business cases supported by financial analysis and modeling, with the ability to collaborate cross-functionally across the organization.

Responsibilities

Build an integrated, enterprise-wide planning process across business units and regions to drive business objectives and long-term growth.
Develop key financial models and scenarios to evaluate strategic initiatives and investments, with a view to multi-year projections.
Lead scenario planning, sensitivity analysis, and financial modeling to support strategic decisions.
Manage and drive management reporting – analyze financial results, distill and synthesize issues and communicate key messages (including business risks) to the senior leadership team.
Support Board reporting, executive presentations, and investor reporting and communications.
Deliver actionable financial insights that influence investment priorities, resource allocation, pricing, and growth initiatives.
Develop KPIs and performance dashboards that provide timely visibility into business health.
Foster strong partnerships across the organization including Product, Sales, Corporate Functions and other teams.
Modernize FP&A through automation, AI-enabled analytics, and scalable planning technologies.
Propose and implement continuous improvement of strategies, processes, systems, and policies to enhance the speed and effectiveness of forecasting and reporting.
Establish best-in-class planning processes, governance, and data quality.
Champion the use of modern planning platforms and business intelligence tools.
Build, mentor, and develop a high-performing global FP&A organization.
Create a culture of accountability, curiosity, continuous improvement, and business partnership.
Lead organizational change and finance transformation initiatives across a global business, including exploring additional areas to implement AI initiatives.