Financial Planning & Analysis Manager

Dialogue; Montreal; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An innovative company is seeking a Financial Planning & Analysis Manager to drive financial clarity and decision-making. This high-visibility role will involve working closely with the executive team to shape business direction through data-driven insights. You will lead the forecasting and budgeting processes, analyze performance against budgets, and partner with department heads to optimize financial outcomes. With a focus on well-being and work-life balance, this position offers a hybrid work approach and generous benefits, making it an exciting opportunity for a self-starter looking to make an impact.

Benefits

Fully funded benefits plan

Unlimited access to wellness programs

4 weeks of vacation

9 wellness days

1 paid volunteer day

Custom learning program

Short and long-term incentive plans

Optional parental benefits program

Group Retirement Savings Program with employer matching

Qualifications

• 4+ years of FP&A experience in mid-sized or high-growth companies.
• Strong analytical and financial modeling skills required.

Responsibilities

• Lead monthly and quarterly forecasts, supporting annual budgeting.
• Build and maintain financial models for strategic growth.

Skills

Financial Planning & Analysis (FP&A)

Analytical Skills

Financial Modeling

Cross-functional Collaboration

Education

CPA or CFA designation

Bachelor's degree in Finance or related field

Job description

Your Role as Financial Planning & Analysis Manager

Reporting to the Senior Director, Financial Planning & Analysis, you will play a key role in enabling financial clarity and decision-making across the organization. Your work will directly support Dialogue’s strategic objectives through forecasting, budgeting, and business partnering. This is a high-visibility role with strong exposure to the C-suite and the broader executive team. You will work at the intersection of strategy and finance — shaping business direction through actionable insights and data-driven recommendations.

What You’ll Be Doing

• Lead monthly and quarterly forecasts, and support the annual budgeting process for board approval
• Build and maintain financial models, including our 5-year strategic growth plan
• Analyze performance vs. budget and provide actionable insights to senior leadership
• Partner with department heads to help align spending with forecasts and optimize financial outcomes
• Support special projects tied to strategic initiatives and corporate development

We'd Love to Hear from You If

• 4+ years of hands-on FP&A experience, ideally in mid-sized or high-growth companies
• Strong analytical and financial modeling skills
• Self-starter who thrives in a fast-paced, sometimes ambiguous environment
• Ability to work cross-functionally and influence non-financial stakeholders

Nice-to-Haves

• CPA or CFA designation (or in progress)
• Experience in corporate development, investment banking, or equity research
• Formal financial modeling training

At Dialogue, your well-being is our priority

Taking care of others also means taking care of our team. We’ve got you covered!

• A fully funded benefits plan, including a wellness reimbursement program
• Unlimited access to a variety of Dialogue’s programs for you and your immediate family
• 4 weeks of vacation, 9 wellness days, and 1 paid volunteer day
• A hybrid work approach involving 3 days per week in our Montreal or Toronto offices
• Access to a custom learning program, including a budget for external training
• Short and long-term incentive plans (for applicable roles)
• An optional parental benefits program
• Qualifying employees are eligible for a Group Retirement Savings Program (GRSP) with employer matching, from day one

About Dialogue

Dialogue is the #1 virtual care provider in Canada. Through our Integrated Health Platform, we offer online health and wellness programs including primary care, mental health, iCBT, EAP, and wellness services to organizations aiming to improve employee and family well-being.

We set high standards in our work. Together, we’re transforming health and helping millions improve their well-being. We believe that great people don’t settle for less: Impact, Community, Growth, Excellence.

If you feel you can make a difference, we’ve saved you a seat!

Join us as you are. As a proud equal opportunity employer, Dialogue is committed to creating a diverse and inclusive workplace. Qualified applicants will be considered regardless of citizenship, ethnicity, race, religion, gender, gender identity or expression, sexual orientation, disability, age, or veteran status. If you require accommodations, please contact [e-mail].