Director, Financial Planning + Analysis

Swim Recruiting; Vancouver; Hybrid; CAD 148,000 - 168,000; Full time

Job summary

An exciting opportunity awaits in Vancouver for a Director of Financial Planning & Analysis at a dynamic technology company experiencing rapid growth. This pivotal role involves leading a talented team, collaborating across various departments, and driving strategic financial initiatives. The ideal candidate will possess extensive FP&A experience, exceptional communication skills, and a knack for building strong relationships. Join a forward-thinking organization that values innovation and offers a vibrant work culture. This position not only promises professional growth but also the chance to make a significant impact in a thriving environment.

Benefits

Health & Dental Benefits

Professional Development Support

Annual Health Spending Account

Over 4 Weeks Paid Time Off

Qualifications

• 8+ years in FP&A with experience in a complex, fast-paced business.
• Strong communication and relationship-building skills are essential.
• Experience leading teams and mentoring junior analysts.

Responsibilities

• Lead a team of financial analysts and collaborate with multiple business functions.
• Conduct routine and ad hoc financial planning and analysis.
• Support business decisions with strategic analysis of financial data.

Skills

Financial Planning & Analysis

Communication Skills

Relationship Building

Mentoring and Coaching

Strategic Analysis

Education

Post-secondary education in finance or business

CFA or MBA Finance or CPA

Tools

ERP Systems

Excel

Google Sheets

PowerBI

Tableau

Job description

Very rare opportunity in Vancouver to work in a well-rounded senior leadership FP&A position for a successful global technology company that is going through impressive year-over-year growth. Lots of opportunity to take on interesting and ever-changing FP&A work within a complex, growing, reputable, well-established, and ambitious business. Sophisticated systems and tech tools.

Who- the Company:

Our client is on a solid path of success and growth- they have already hit impressive milestones (partnering with impressive investors, very strong valuation, global expansion) and are on a mission to hit more goalposts. The company is very cash positive and they are a meritocracy- high performers will develop their careers and be rewarded in tandem with the company’s growth. The company has an innovative and people-centric culture that is based on values of respect, diversity, ongoing learning, and grit. The company has multiple entities, diversified operations across the globe, and a complex and interesting business model.

What- the Role:

On behalf of our client, Swim Recruiting is seeking a Director, Financial Planning & Analysis. This is a newly created role due to ongoing business growth. The Director, FP&A will lead a team of 4 (Financial Analysts at various levels) and will report into the VP Finance. The Director and their team will collaborate with finance colleagues in multiple countries and will business partner with pretty much all business functions (sales, marketing, R&D, GTM, procurement, etc.). Because of this, we are looking for someone who can build a meaningful, trusting, and valuable business relationships with everyone and anyone- whether or not that person knows what a financial model is.

This is a very well-rounded role, and the Director, FP&A will take the lead on routine FP&A (i.e. long-term planning, KPI reporting, recurring reports, and monthly meetings reviewing financial positions with senior leaders) and ad hoc FP&A (sales analysis, competitor analysis, new market analysis, the list goes on!). A key part of this role is business decision support, and strategic analysis of both the top-line and bottom-line. The Director, FP&A will be using a sophisticated ERP and Salesforce for data extraction, as well as PowerBI, plenty of Excel and Google Sheets, and a few other data visualization, BI, and AI tools. This is a great role for someone who enjoys variety in their day-to-day work and who is eager to learn new skills with a very successful, entrepreneurial, and ambitious technology company.

Who- the Candidate:

We are looking for a senior FP&A professional who is an excellent mentor and coach, business savvy, a great relationship builder, and who enjoys taking on a variety of FP&A responsibilities based on business needs. Qualified candidates will have at least 8 years of relevant and progressive FP&A work experience. Excellent communication skills (verbal, written, non-verbal/in-person) are crucial in this role. The leaders at this company have built a fantastic team culture that has a lot of fun together while doing interesting and important work.

• Work experienceworking in a complex, fast-paced, and multi-entity business.
  • Work experience in technology sector is VERY highly preferred. If not, than experience in another high change, fast-paced, and innovative industry.
  • Experience leading at least 2 direct reports, and ideally 4+ direct reports including indirect reports & middle-management.
  • Global scope highly preferred (North America, Asia, Europe, etc.)
  • Education & Qualifications
    • Relevant post-secondary education (in finance, accounting, commerce, business, etc.).
    • CFA or MBA Finance or CPA is certainly preferred, but not necessarily required for someone with solid relevant work experience.
    • Foundational accounting skills and knowledge.
    • Systems
      • Hands-on experience using an ERP.
      • Advanced proficiency with Excel (including financial modeling) and/or Google Sheets is required.
      • Experience with a BI tool is highly preferred, especially PowerBI or Tableau.
      • Ability to partner with folks in any and all departments and business lines.
      • Solid presentation skills and the ability to “tell the story behind the numbers”…this is crucial!
      • Qualified candidates for this role will be both hands-on and strategic, and able to keep an eye on the details while keeping in mind the big picture.
      • We are looking for people who are upbeat, and who can have fun and have a laugh while working hard!

How Much:

Base salary commensurate with experience - for now the range is likely $148,000 to $168,000, with some upwards wiggle room for a highly qualified candidate with very relevant work experience, qualifications, and skills, particularly in tech sector. The Director will also receive a solid performance-based bonus, robust health & dental benefits, relevant professional development support, an annual health spending account, over 4 weeks paid time off, etc.

Where:

Based in downtown Vancouver, close to a SkyTrain station. HYBRID- 3 days/week in-office required, with option to work from home or from office the other 2 days. We are open to considering candidates from anywhere in Canada who are very serious about a permanent relocation to Vancouver within a reasonable timeframe.

When & How to Apply:

This search is moving quickly! SWIM has been engaged exclusively and will be presenting the profiles of shortlisted candidates directly to the hiring team. If you already have a Recruiter at SWIM, please reach out very soon. If you do not yet have a contact at Swim Recruiting, please hit ‘APPLY’ to send us your resume (preferably in MS Word format as it works best with our internal systems, but PDF is also fine!). If this job is not a match for you but you know someone else seeking an interesting Vancouver-based FP&A leadership role like this in the tech sector, please free to pass this on or to refer someone our way. Thank you!