FP&A Manager, North America

FNZ Group • Toronto, ON

8d

About The Position

Reporting to the Group Head of FP&A, this role owns and leads end-to-end management reporting, forecasting, budgeting, and performance insight for North America. The goal is to ensure timely, accurate, and board-ready outputs that support effective decision-making by the NA CFO, regional leadership, and Group Finance. The role involves leading monthly forecasting, Risks & Opportunities, and Client Revenue cycles, providing high-quality variance analysis and clear executive narrative. It also leads the delivery of the North America budget and multi-year plans, coordinating business inputs, challenging assumptions, and explaining movements. Additionally, the role provides analytical insight on financial and commercial performance, supports strategic and commercial decision-making with ad-hoc analysis, and ensures North America's readiness for planning systems like Anaplan. The FP&A Manager also owns FP&A cashflow inputs and forecasting, aligning with Treasury, and leads MI provision for external stakeholders. A key aspect is leading, developing, and coaching the FP&A team, acting as a senior finance leader with strong ownership and accountability.

Requirements

• CPA designation strongly preferred
• 7-10 years of progressive finance experience, including 3-5 years in FP&A or a similar commercial or leadership role
• Advanced working knowledge of Microsoft Excel, including complex formulas and financial modelling
• Strong analytical skills with the ability to interpret data and translate it into meaningful business insight
• Excellent communication skills with the ability to build strong relationships at all levels of the organization
• Experience working in a fast-paced environment with evolving business requirements
• Ability to manage workload effectively and meet deadlines
• Commercial mindset with initiative and the ability to think laterally

Responsibilities

• Own North America Monthly Flash and MBR reporting, including governance, timelines, inputs/outputs and review cadence.
• Lead monthly forecasting (FYF), Risks & Opportunities and Client Revenue cycles, providing high-quality variance analysis and clear executive narrative.
• Ensure all outputs are CEO/CFO ready, with concise messaging, clear movements and actionable insights.
• Lead delivery of North America budget and multi-year plans, including plan refreshes and full budget cycles.
• Coordinate business inputs, challenge assumptions, and deliver decks explaining movements vs prior plans.
• Work closely with Treasury to ensure aligned assumptions and submissions.
• Provide analytical insight on financial and commercial performance to the North America LT.
• Deliver ad-hoc MI and analysis in support of strategic and commercial decision-making.
• Support ongoing refinement of reporting and allocation methodologies post-implementation.
• Ensure North America readiness for planning systems (e.g. Anaplan) including training and dry-runs.
• Own FP&A cashflow inputs and forecasting processes, ensuring alignment with Treasury.
• Lead North America MI provision for ratings agencies, lenders and other external stakeholders.
• Lead, develop and coach the FP&A team; set objectives, run regular 1:1s and ensure delivery to expectations.
• Act as a senior finance leader, working as “one team” across FP&A and wider Finance with strong ownership and accountability.

Benefits

• A competitive base salary, bonus, and paid time off.
• FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution.
• Employer-paid medical, dental and vision insurance, and more.
• Work at the heart of a purpose-led organization where you can be proud of the impact you make, every day.
• Transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people.
• Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.
• Be part of a highly successful, rapidly growing, Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed