Finance Business Partner

Trackforce; Montreal; Hybrid; CAD 85,000 - 120,000; Full time

Job summary

Trackforce is seeking a Finance Business Partner to join our growing global team. You will partner with department leaders to build data-driven financial plans, models, and scenarios. You will drive AI-enabled reporting and automate dashboards to improve forecast accuracy and decision making.

You will own cadence reporting and deliver insights to executives, with opportunities to influence pricing, go-to-market investments, and operational efficiencies. Montreal-based hybrid work supported.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA/CFA asset.
• 2–5 years of FP&A, corporate finance, investment banking, private equity, or management consulting.
• Proficiency in Adaptive Planning or similar tools.
• Strong communication skills to influence senior stakeholders.
• Advanced Excel and financial modeling; proficient PowerPoint for executive storytelling.
• Experience with BI tools and navigating large datasets.
• Hands-on use of AI tools to automate reporting and improve processes.

Responsibilities

• Act as strategic finance partner to department leaders, providing data-driven guidance.
• Support financial planning, budgeting/forecasting, scenario modeling, and Adaptive Planning inputs/outputs.
• Leverage AI and BI to automate variance analysis and improve reporting efficiency.
• Own cadence reporting for weekly, monthly, and quarterly cycles, driving automation.
• Produce high-level financial analysis and dashboards for executive decision-making.
• Develop and maintain key financial/operational dashboards for leadership.

Skills

Stakeholder management

Advanced Excel

Executive storytelling

Education

Bachelor’s degree in Finance

CPA/CFA designation in progress or completed

Tools

Looker

Tableau

Power BI

Claude

ChatGPT

Job description

At Trackforce, we are transforming physical security operations that are managed around the world. As the leading SaaS platform for physical security workforce management, we provide security companies and organizations with a streamlined solution to manage their guard forces, respond faster, operate more efficiently, and reduce costs — all while staying focused on safety and protection.

We support 4,600+ clients across more than 50 countries and are proud to be a growing team of 300+ professionals. With our headquarters in Dallas, Texas, and Centers of Excellence in Montreal, Quebec and Wroclaw, Poland, we collaborate across regions and time zones in a hybrid work environment that combines flexibility, connection, and meaningful impact.

At Trackforce, we operate in both hybrid and remote models, offering flexibility to balance in‑office collaboration with WFH. This approach allows our teams to stay connected while maintaining autonomy and work‑life balance. We are highly focused on delivering value to our customers, and our recent merger has strengthened our position as the market leader in security workforce management software.

Your Mission

Reporting to the Director, Financial Planning & Analysis, the Finance Business Partner plays a critical role at the intersection of FP&A and business strategy. You will support cross-functional financial planning, build strategic partnerships with business leaders, and deliver insights that drive high-impact decision-making. This role goes beyond reporting and modeling - it's about connecting the dots across departments to influence outcomes and support the company’s growth trajectory. We deeply embrace AI and emerging technology — not as a buzzword, but as a core lever for how we plan, report, and make decisions.

We deeply embrace AI and emerging technology — not as a buzzword, but as a core lever for how we plan, report, and make decisions.

What You'll Be Doing

• Act as a strategic finance partner to department leaders, building trusted relationships and providing guidance rooted in data-driven insights.
• Support the financial planning process for your assigned function, contributing to comprehensive financial models, budgeting/forecasting, scenario modeling, and sensitivity analysis using Adaptive Planning.
  • Develop a firm grasp of adaptive planning and own accountability for all inputs and outputs from Adaptive.
• Leverage AI & BI tools — automating variance analysis and forecast workflows to make reporting faster, cleaner, and more automated — and collaborate with the Business Intelligence team to surface actionable insights from financial and operational data.
  • Help identify and apply tools that make reporting faster, cleaner, and more automated.
• Own and improve cadence reporting — support weekly, monthly, and quarterly reporting cycles, with an eye toward automation and process improvement wherever manual work can be reduced.
• Deliver high-level financial analysis, performance reporting, and recommendations to drive key business decisions and strategic initiatives.
• Contribute to the development, maintenance, and evolution of key financial and operational dashboards that support executive decision-making.
• Proactively analyze business performance and trends, identifying risks, opportunities, and improvement areas to inform leadership.
• Contribute to business case development for strategic initiatives, including product launches, pricing decisions, go-to-market investments, and operational efficiencies.
• Prepare materials for executive leadership, with exposure to Board of Directors and investor materials.
• Track SaaS metrics — help monitor and analyze core unit economics including CAC, NRR, and GRR.

What We're Looking For

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA/CFA designation in progress or completed is a strong asset).
• 2–5 years of progressive experience in FP&A, corporate finance, investment banking, private equity, or management consulting.
• A process-driven approach — you naturally look for ways to make things repeatable and scalable.
• Proficiency in Adaptive Planning or similar financial planning tools.
• Proven ability to influence senior stakeholders through strong business acumen and communication skills.
• Advanced Excel and financial modeling expertise, with proficiency in PowerPoint and executive storytelling.
• Experience with BI tools (e.g. Looker, Tableau, Power BI) and comfort navigating large datasets.
• Hands‑on experience using AI tools (e.g. Claude, ChatGPT) to automate reporting, streamline analysis, and improve process efficiency — this is a core expectation of the role, not a nice‑to‑have.
• Strategic thinker with strong analytical and problem‑solving skills, attention to detail, and a results‑driven mindset.
• Self‑starter who thrives in fast‑paced, high‑growth environments without heavy oversight and enjoys working collaboratively across departments. Proven track record of taking initiative and going above and beyond, with high personal standards of accountability.

Success Metrics

• Measurable improvement in forecast accuracy and planning cycle efficiency
• Accuracy and timeliness of financial planning and reporting.
  • Ensure data integrity in the FP&A system (Adaptive), as well as outputs any reports, workbooks or dashboards reflect timely and accurate data. Own the numbers from input to output.
  • Continuous work to sanity check and verify the data integrity of results in adaptive and outputs delivered to Executive Team
• Successful implementation of process improvements and enhancements in financial operations leveraging AI to increase efficiency.