Finance Director

Modaxo•Montreal, QC

30d•Hybrid

About The Position

The Director of Finance is responsible for financial operations, budgeting, forecasting, reporting, internal controls, compliance, and corporate governance. This is a senior management position reporting directly to the General Manager, serving as the right hand of the GM on all matters relating to business growth and profitability. The Director of Finance directly oversees a small Finance team, currently including one outside contractor, with extensive hands-on involvement in day-to-day financial operations. The role also involves frequent interaction with all department heads across the organization, as well as regular engagement with Modaxo leadership and portfolio management. Finance is often thought of as an exact science, but this role depends heavily on forward-looking judgment. An accurate forecast depends on reading a range of variables — the likelihood that pipeline deals will close, the organization's own delivery performance, and whether clients will hit their project timelines, among others. Expretio holds itself to a high standard on this front: actuals are expected to land close to quarterly projections, and misses in either direction are treated as a problem to understand and correct. The Director of Finance partners with senior management and functional leads across the organization to align financial strategy with business priorities, ensure bid and contract terms adhere to corporate parameters, and translate financial data into actionable insights for the leadership team. They work closely with all departments to understand the fundamental KPIs of the business and help develop strategies to reach company targets, moving comfortably between hands-on execution and strategic advisory work with a small team. Expretio is a Montreal-based SaaS company specializing in revenue management software for rail and bus operators, operating within the Modaxo portfolio (Constellation Software). The Director of Finance plays a central role in shaping the financial discipline and strategic decision-making that support Expretio's continued growth within this portfolio. For a career-minded finance professional, the role also offers a pathway to broader opportunities across the wider Modaxo and Constellation Software family of companies.

Requirements

University degree in Business Administration, Economics, Finance, Accounting, or related subjects
5+ years accounting or finance experience, preferably in a technology or production-based environment
Bilingual in French and English with full working/professional proficiency
Willingness to work in a fast-paced environment and the hours necessary to get the job done
North American and occasional European travel may be required (up to 10%)
Professional accounting designation – CPA
Deep knowledge of financial reporting, budgeting, forecasting, and industry-specific financial systems and software solutions (e.g., ERP, FP&A tools)
Advanced knowledge of Excel
Knowledge of IFRS compliance and consolidated financial reporting requirements
Understanding of Canadian corporate income tax, sales/use tax, and transfer pricing, including coordination with external advisors
Strategic Thinking: Ability to identify financial and market trends, anticipate risks and opportunities, and align financial strategy with broader organizational goals
Business Acumen: Adept at understanding the needs of internal stakeholders and business units, translating financial data into actionable insights and solutions
Communication Excellence: Strong written, verbal, and presentation skills to articulate financial performance, risks, and value propositions effectively to leadership
Interpersonal Skills: Ability to challenge the business while maintaining strong relationships both within finance and across other functions
Data-Driven Judgment: Ability to gather data, establish facts, draw valid conclusions, and propose solutions
Self-Driven: Highly motivated and capable of independently managing financial operations, reporting cycles, and cross-functional initiatives
Collaborative Style: Ability to foster trust and accountability within the leadership team and across departments, while maintaining a positive and team-oriented approach
Resilience and Focus: Performs well under pressure, particularly during close periods, audits, or high-stakes financial decisions, with a focus on achieving strategic financial outcomes

Nice To Haves

Knowledge of NetSuite is an asset

Responsibilities

Consistently exercise independent judgment and discretion in matters of financial significance
Oversee all financial operations, ensuring FP&A processes for forecasting, reporting, and analysis are robust, with financial performance communicated to the Leadership Team and Portfolio Management
Partner with senior management in developing and achieving financial goals
Own the annual budgeting process, working with department heads and senior management to build, consolidate, and approve departmental and organizational budgets
Review and approve bid and contract terms with functional leads, ensuring alignment with corporate risk, margin, and approval thresholds; provide financial oversight of RFPs, bids, quotes, and POC processes; support more effective cost estimate processes
Lead the transformation of financial analysis away from Excel-driven work and toward business intelligence–driven output and enriched business guidance
Become an expert in the company's forecasting tool, Adaptive Insights, and knowledgeable in the company's other key financial reporting tools, such as NetSuite
Maintain and strengthen the internal control framework for the entire organization
Own the "Quarterly Strategic Review" (QSR) process, including sales pipeline and cost analysis to prepare a robust forecast, WIP and Professional Services oversight, and execution of resulting action points
Own the monthly financial close process, including GL close, revenue recognition, intercompany reconciliation, and variance analysis, ensuring accurate and timely financial reporting to Expretio leadership team
Present monthly financial results and business performance to Modaxo leadership, providing analysis and context to support group-level decision-making
Lead financial analysis for new product initiatives, including cost assessment, revenue forecasts, and lifetime profitability projections, to inform go/no-go investment decisions; work with the business to assess market pricing, new deal pricing, and sales approach for our products
Own cash flow forecasting and drive working capital improvement initiatives across the organization to strengthen liquidity and support capital allocation decisions
Oversee corporate income tax compliance for a Canadian corporation, as well as sales/use tax obligations across all jurisdictions, including coordination with external advisors and transfer pricing documentation
Manage intracompany billing and payments with other Modaxo business units
Lead the preparation and coordination of tax credit filings, including the Tax Credit for the Development of E-Business and SR&ED, working with external advisors to maximize eligible claims, ensure documentation compliance, and identify applicable tax credits and incentives