Director, Financial Planning & Analysis

Connor Clark and Lunn Financial Group; Calgary; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading financial group is seeking a Director of Financial Planning and Analysis based in Calgary. This key leadership role involves overseeing FP&A activities, providing insights for decision-making, and driving growth. The ideal candidate will have a strong financial background with experience in strategic vision and operational execution.

Qualifications

• 5-7 years of experience in accounting, FP&A, or related finance roles.
• CPA or CFA designations preferred but not required.
• Experience in equipment distribution industry is an asset.

Responsibilities

• Lead business reviews and prepare monthly analysis of financial statements.
• Coordinate quarterly forecasts and annual budgets with divisional leads.
• Develop and maintain financial models to support strategic decisions.

Skills

Financial modeling

Forecasting

Budgeting

Analytical skills

Problem-solving

Communication

Organizational skills

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

Job description

Director, Financial Planning and Analysis

Please note that this position is with Oakcreek Golf & Turf, a portfolio company of Banyan Capital Partners. Banyan invested alongside the Oakcreek management team in 2013 to support the company's succession plan and has since partnered with management to drive growth, including the 2017 acquisition of Simpson Norton. This role is not with Banyan but directly with Oakcreek Golf & Turf.

The Company

Oakcreek Golf & Turf LP ("Oakcreek") is a leading Western Canadian OEM distributor of commercial turf maintenance and other equipment including Toro, Yamaha, Pisten Bully, BOSS Plow, Ventrac, etc. Backed by private equity, we aim to grow our existing Canadian and US multi-OEM platform via acquisition while maintaining high operating discipline. With our track record of growth and profitability, we are confident in our team to make this happen.

Serving Alberta, British Columbia, Saskatchewan, Yukon, the Northwest Territories, and other West Coast US-based cities, Oakcreek operates six Canadian dealer locations supporting golf and turf needs. Built on a genuine commitment to customer loyalty, Oakcreek leads in sales and service of golf course and municipal turf care equipment, golf cars, irrigation, and pump stations. In 2017, Oakcreek expanded into Arizona, New Mexico, Southern Nevada, and parts of West Texas and Southern Colorado through the acquisition of Simpson Norton Corporation.

In 2013, Oakcreek's ownership expanded with an investment from Banyan Capital Partners. Today, Oakcreek is owned by senior management in partnership with Banyan. Banyan partners with management teams, combining their expertise with extensive capital resources to build their portfolio companies.

For more information, visit: https://www.oakcreekgolf.com/

The Position

Based in Calgary, Alberta, the Director of FP&A is a key leadership role reporting to the CFO. The role oversees, enhances, and implements FP&A activities supporting the company's financial strategy. As a vital member of the leadership team, the director provides insights to inform decisions and drive growth. The ideal candidate is an experienced financial professional capable of balancing strategic vision with operational execution.

Responsibilities

1. Lead business reviews and prepare monthly analysis of financial statements and operating results.
2. Coordinate quarterly forecasts and annual budgets with divisional leads.
3. Develop and maintain financial models to support strategic decisions.
4. Improve operational reporting and performance metrics for actionable insights.
5. Establish systems for tracking progress against forecasts and identifying issues.
6. Lead process improvements and special projects across divisions.
7. Develop business cases for strategic and growth initiatives.
8. Evaluate, assess, and execute M&A opportunities and manage integrations.
9. Prepare presentations and insights for senior management and external stakeholders.
10. Support the creation of materials for executive and board meetings.
11. Contribute to ongoing ERP implementations in US divisions.
12. Lead the development of dashboards and champion the 'Analytics' module of the ERP system.

Profile

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• CPA or CFA designations are preferred but not required.
• 5-7 years of experience in accounting, FP&A, or related finance roles.
• Experience in equipment distribution industry is an asset.
• Transactional/M&A experience is an asset.
• Strong skills in financial modeling, forecasting, and budgeting.
• Advanced proficiency in Microsoft Excel.
• Excellent analytical, problem-solving, and communication skills.
• Detail-oriented with strong organizational skills and big-picture view.
• Ability to work independently and lead projects.