Director, Financial Planning & Analysis

Socket.dev; Ottawa; Hybrid; CAD 140,000 - 210,000; Full time

Benefits offered by this job

Flexible vacation

Hybrid work options

Well-being programs

Mentorship programs

Job summary

Kinaxis is seeking a Director of Financial Planning & Analysis to guide budgeting, forecasting, and strategic financial planning. You will develop enterprise-wide models, drive KPI dashboards, and partner with cross-functional leaders to support growth and efficiency.

Lead a global FP&A organization, mentor teams, and transform finance through automation and AI-enabled insights. Strong communication with executives is essential.

Qualifications

• Post-secondary education in Finance, Accounting or related field.
• Professional accounting designation (CPA/CFA) or MBA.
• 10+ years FP&A, investment banking or corporate finance experience.

Responsibilities

• Lead enterprise-wide planning across businesses and regions.
• Develop financial models and scenarios for multi-year projections.
• Manage management reporting and present to senior leadership.
• Drive budgeting, forecasting cycles and strategic consulting.
• Partner with Product, Sales and Corporate Functions.

Skills

Financial modelling

Data analysis

Executive communication

Stakeholder management

Leadership

Education

CPA/CFA/MBA

Finance/Accounting degree

Tools

Excel

PowerPoint

BI tools

Job description

About Kinaxis

Are you looking to join an innovative, market-leading company where you can truly elevate your career? At Kinaxis we are serious about culture, we are serious about technology, we are serious about customers, and we are serious about not taking ourselves too seriously. If you are looking to be part of an incredible growth story, then we might just be the place for you!

In 1984, we started out as a team of three engineers. Today, we have grown to become a global organization with over 2000 employees around the world, 6 global office and a best-in-class HQ in Ottawa, Canada. As winners of several Top Employer awards globally, we are proud to work with our customers and employees towards solving some of the biggest challenges facing supply chains today.

Kinaxis is a global leader in modern supply chain orchestration, powering complex global supply chains, and supporting the people who manage them. Our powerful, AI infused platform provides full transparency and visibility across end-to-end supply chains, enabling our customers to make faster, better decisions. We are trusted by renowned global brands to provide the agility and predictability needed to navigate today’s volatility and disruption. With more than 40,000 users in over 100 countries, we are expanding our team as we continue to innovate and revolutionize how we support our customers.

Location

Ottawa and Toronto, CA - Hybrid

Other Canadian locations - Remote

About the team

Our Financial Planning and Analysis (FP&A) teampartners with leaders across the company to help drivebusiness decisions.They workwithstakeholdersto highlightinsights and analysis needed to make data-driven decisions thathelpfuel growth and operational excellence.TheDirector,Financial Planning & Analysis,is a trusted advisor andsubject matter expertwhobrings a depth and breadth of knowledge and expertise in leading, directing,and developing the overall operations and deliveryofrevenueforecasting,consolidated forecasts and reporting, external metrics, and evolvingfinancialplanningstrategies within Kinaxis. This role is ideal for aforward-thinking finance leader who combines deep financialexpertisewith strong business acumen, operational excellence, and a passion for transforming finance through data, automation, and AI-enabled insights.

Partnering closely with theVP, Financial Planning & AnalysistheDirector,Financial Planning & Analysisis responsible foreffectivemanagement and continuous improvementof budgeting and forecasting cyclesandprovidesstrategic financial consultation and support to the business.

Vacancy Status

This is an existing job vacancy

What you will do

Business Performance & FP&A Excellence

• Build an integrated, enterprise-wide planning process across business units and regionsto drive businessobjectivesand 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.

• SupportBoard reporting, executive presentations, and investor reporting and communications.

• Deliver actionable financial insights that influence investment priorities, resource allocation, pricing, and growth initiatives.

• Demonstrated outstanding communication and executive presentation skills, with the ability to translate complex financial information into clear business insights.

• Develop KPIs and performance dashboards that providetimelyvisibility into business health.

• Foster strong partnerships acrossthe organization includingProduct, Sales, Corporate Functions and other teams.

Finance Transformation & Technology

• Modernize FP&A through automation, AI-enabled analytics, and scalable planning technologies.

• Propose and implementcontinuous improvement ofstrategies, processes, systems,and policies toenhance 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.

Leadership

• 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 exploringadditionalareas to implement AI initiatives.

What we are looking for

• 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 ofprogressive experience inFP&A,investment banking, private equity, or corporate finance, ideally with some experiencein a high-tech, global, publicly traded organization.

• Experience leading teams with direct and indirect reports.

• Demonstrated financial acumenandexpertisein 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 Exceland PowerPoint,particularly forfinancialmodeling, financialanddata analysis, and presenting business cases or transaction summaries.

• Ability toapply a structuredproblem-solvingframework to ambiguous situations and drive decisions under tight timelines.

• Significant experiencedeveloping business cases supported by financial analysis and modeling, with the ability tocollaborate cross-functionallyacrossthe organization.

Director

Work With Impact

Our platform directly helps companies power the world’s supply chains. We see the results of what we do out in the world every day, when we see store shelves stocked, when medications are available for our loved ones, and so much more.

Work with Fortune 500 Brands

Companies across industries trust us to help them take control of their integrated business planning and digital supply chain. Some of our customers include Lockheed Martin, Unilever, P&G, ExxonMobil, Cisco and more.

Social Responsibility at Kinaxis

Our Diversity, Equity, and Inclusion Committee weighs in on hiring practices, talent assessment training materials, and mandatory training on unconscious bias and inclusion fundamentals. Sustainability is key to what we do and we’re committed to a long-term net-zero operations strategy. We are involved in our communities and support causes where we can make the most impact.

People matter at Kinaxis and here are some of the perks and benefits we offer, which may vary by location and employee:

• Flexible vacation and Kinaxis Days (company-wide days off)

• Flexible work options

• Physical and mental well-being programs

• Regularly scheduled virtual fitness classes

• Mentorship programs, training, and career development

• Recognition programs and referral rewards

• Hackathons

For more information, visit the Kinaxis website at www.kinaxis.com or the company’s blog at http://blog.kinaxis.com.

Kinaxis is committed to ensuring a fair and transparent recruitment process. We use artificial intelligence (AI) tools in the initial step of the recruitment process to compare submitted resumes against the job description to identify candidates whose education, experience, and skills most closely match the requirements of the role. After the initial screening, all subsequent decisions regarding your application, including final selection, are made by our human recruitment team. AI does not make any final hiring decisions.