VP, Finance, Planning & Analysis

K2 ServicesToronto, ON
Remote

About The Position

Opensity Solutions is seeking a Vice President, Financial Planning & Analysis to lead enterprise-wide planning, forecasting, management reporting, and business performance analytics. This role will report to the Chief Financial Officer and serve as a key partner to executive leadership, business unit leaders, and the private equity sponsor. The VP, FP&A will be instrumental in building a scalable, data-driven FP&A function and will play a significant role in Opensity's continued growth, M&A activities, and long-term value creation.

Requirements

  • Bachelor's degree in finance, Accounting, Economics or a related field.
  • 10+ years of progressive Finance experience, including significant FP&A leadership experience.
  • Private equity-backed company experience required.
  • Meaningful M&A and post-acquisition integration experience required.
  • Strong data analytics capabilities with demonstrated experience automating financial reporting and analysis.
  • Strong financial modeling, forecasting and executive presentation skills.
  • Experience working with Boards, senior executives and private equity sponsors.
  • Experience with planning, ERP and BI tools such as Sage Intacct, Adaptive, Anaplan, OneStream, Power BI or similar platforms.
  • Strong leadership, communication and business-partnering skills.

Nice To Haves

  • Experience working through a private equity exit, sale process, recapitalization or similar transaction strongly preferred.
  • Strong experience with recurring revenue businesses and associated KPIs and analytics.
  • Experience in technology-enabled services, managed services, professional services, business services or SaaS strongly preferred.
  • CPA, CFA or MBA preferred but not required.

Responsibilities

  • Lead annual budgeting, forecasting and long-range planning across the organization.
  • Own monthly and quarterly management reporting, variance analysis and executive performance reviews.
  • Develop actionable financial and operational KPIs across revenue, margin, headcount, productivity, cash flow and profitability.
  • Build robust recurring revenue analytics, including bookings, backlog, retention, churn, expansion and customer-level performance.
  • Partner with business leaders to improve forecast accuracy, financial accountability and operating performance.
  • Lead customer, service-line and business-unit profitability analysis to support pricing, investment and resource allocation decisions.
  • Drive automation and modernization of FP&A, including dashboards, reporting, forecasting and data analysis.
  • Support the CFO with Board, lender and private equity sponsor reporting.
  • Support M&A diligence, integration, synergy tracking and post-acquisition performance management.
  • Help maintain a strong, diligence-ready Finance organization and support future refinancing, recapitalization or exit processes.
  • Lead and develop the FP&A team.

Benefits

  • Competitive compensation and performance-based annual bonus.
  • Comprehensive health and wellness benefits.
  • Remote-first flexibility.
  • Significant exposure to executive leadership, the Board and private equity sponsor.
  • Meaningful involvement in M&A, integrations and strategic value-creation initiatives.
  • The opportunity to help build the Finance function of a large, newly formed and growing organization.
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