Director, Financial Planning & Analysis (FP&A)

Questrade Financial Group; Toronto; Hybrid; CAD 180,000 - 260,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid vacation, personal, and sick days

Competitive compensation and benefits

Hybrid environment with at least 3 in‑

Career growth and development

Community impact opportunities

Job summary

Questrade Financial Group seeks a Director of Financial Planning & Analysis (FP&A) to lead the finance team. The role delivers strategic analysis to the Executive Team and Board, guiding business cases, budgets, forecasts, and comprehensive reporting.

You will track headcount investments and drive performance against multi-year plans. You will supervise the FP&A team, advance models for acquisitions and special projects, and partner with Treasury and Risk Management to ensure accurate, timely

Qualifications

• Post-secondary degree/diploma in Finance, Accounting, or Business, or equivalent.
• CPA or equivalent accounting designation.

Responsibilities

• Lead development, monitoring, and reporting for business cases with upwards of $100MM in new initiatives annually.
• Oversee annual budget and monthly rolling forecasts with division leaders.

Skills

Financial modeling

Budgeting

Analytical skills

Leadership

FP&A

Strategy

Education

CPA designation

Post-secondary degree in Finance/Accounting/Business

Tools

NetSuite

Oracle EPBCS

Job description

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs

• Paid vacation, personal, and sick days for work-life balance

• Competitive compensation and benefits packages

• Work-life balance in a hybrid environment with at least 3 days in office

• Career growth and development opportunities

• Opportunities to contribute to community causes

• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy

We’re looking for our next Director, FP&A. Could It Be You?

The Director, Financial Planning & Analysis (FP&A) is a key leadership role within the Finance team, designed to deliver insightful financial information and strategic analysis to the Executive Team and Board of Directors. Contributing directly to the success of Questbank and Questrade Financial Group, this role leads the business case and investment process, budget and forecast functions, and comprehensive management reporting. The Director plays a pivotal role in tracking headcount investments and overall financial performance while leading precise, fact-based upfront analysis for upwards of $100MM in new yearly initiatives, ensuring alignment with both short- and long-term corporate strategic objectives.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to:

• Leading the development, monitoring, and reporting for all business cases within the organization. Oversee precise and fact-based upfront analysis, ongoing monitoring, and reporting to the executive team for upwards of $100MM in new initiatives annually to ensure success.

• Directing and driving the preparation and consolidation of the annual budget and monthly rolling forecasts. Collaborate closely with division leaders to ensure all assumptions are tested and vetted properly, ownership exists at the division level, and consensus is gained to align on organizational goals.

• Leading the comprehensive monthly review of consolidated financials against the budget. Provide in-depth analysis to division leaders and the executive team focusing on KPIs, key ratios, and delivering value-added commentary on next steps to keep the company on track for its long-term strategic goals.

• Driving rigorous financial modeling for all acquisitions and special projects. Work closely with corporate development to ensure detailed and accurate models covering organic growth, acquisition-related growth, integration economics, income statements, balance sheets, cash flows, and covenants, enabling Senior Management to make informed decisions.

• Being responsible for all management reporting to division leads, the executive team, and the board (including Management Reports, Journey Reports, business KPIs, key ratios, corporate scorecards, and MD&A) against the budget, forecast, prior year, prior month, and the 5-year plan. Ensure consistency across corporate and business unit reporting.

• Serving as the primary FP&A system lead, driving continuous improvement and automation in financial processes, reporting frameworks, and data integrity.

• Partnering with senior leadership, Treasury, and Risk Management to ensure financial reporting consistency, liquidity tracking, and holistic strategic decision-making support.

• Structuring, managing, and mentoring the FP&A team to align with corporate requirements. Set clear performance objectives, provide regular feedback, and foster a high-performance culture.

So are YOU our next Director, FP&A? You are if you…

• Have a Post-secondary degree/diploma in Finance, Accounting, Business, or a related field.

• Have a completed CPA or equivalent accounting designation

• Have 10+ years of experience in the financial industry

• Have 5+ years of experience in a similar FP&A role

• Have 5+ years in a management role

• Have advanced financial modeling, budgeting and analytical skills.

Additional kudos if you…

• Have experience in financial services, wealth management, or banking (highly beneficial for Questbank).

• Have experience with enterprise FP&A and ERP systems such as NetSuite or Oracle EPBCS (Hyperion)

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