Financial Planning and Analysis (FP&A) Manager

Banyan Software; Toronto; On-site; CAD 110,000 - 150,000; Full time

Job summary

Banyan Software is seeking a hands-on FP&A Manager to build the next generation of planning and analysis capabilities across a global, decentralized portfolio.

Reporting to FP&A leadership, you will translate complex financial signals into actionable insights, design scalable processes, and implement AI-driven forecasting and reporting. A strong finance foundation and collaborative mindset are essential for success.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CFA, CPA, or MBA a plus.
• 4+ years of FP&A experience, ideally in high-growth and/or multi-entity software environments.
• Demonstrated interest in and experience with AI tools, automation, or BI platforms to improve financial processes.
• Excellent financial modeling, analytical, and communication skills.
• A self-starter who thrives in a decentralized environment and can dive into complexity while driving practical outcomes.

Responsibilities

• Support the end-to-end budget and forecasting process, ensuring it is efficient, transparent, and aligned with organizational priorities.
• Build and enhance forecasting models, including scenario planning and sensitivity analyses, to improve accuracy, speed, and decision quality.
• Help maintain a consistent planning cadence across decentralized Operating Groups while preserving local ownership.
• Identify and implement opportunities to automate recurring reporting, forecasting, and analytical workflows using AI and modern tooling.
• Prepare clear, timely, and actionable management reporting across customer, product, and market dimensions.
• Build trusted relationships with Operating Group leaders and HQ stakeholders, translating financial data into insights that drive performance.

Skills

Financial analysis

Forecasting

Data storytelling

Cross-functional collaboration

Analytical communication

Education

Bachelor’s degree in Finance or Economics

CFA/CPA/MBA a plus

Tools

NetSuite

BI tools

AI tools

Job description

Financial Planning and Analysis (FP&A) Manager

About the Role

Banyan Software is seeking a hands‑on, forward‑thinking Manager, FP&A to help build the next generation of our financial planning and analysis capabilities. This is a role for someone energized by the opportunity to shape how AI and automation transform the way financial insights are created, communicated, and operationalized across a rapidly expanding, global, and decentralized portfolio.

Reporting into FP&A leadership, you will combine strong analytical rigor with a builder's mindset—rolling up your sleeves to design scalable processes and modern tooling while helping translate complex financial signals into actionable insights. The ideal candidate is excited about the future of finance and wants to be at the forefront of using AI to make FP&A faster, smarter, and more impactful.

Key Responsibilities

Planning, Budgeting & Forecasting

• Support the end-to-end budget and forecasting process, ensuring it is efficient, transparent, and aligned with organizational priorities.
• Build and enhance forecasting models, including scenario planning and sensitivity analyses, to improve accuracy, speed, and decision quality.
• Help maintain a consistent planning cadence across decentralized Operating Groups while preserving local ownership.

AI, Automation & Systems

• Identify and implement opportunities to automate recurring reporting, forecasting, and analytical workflows using AI and modern tooling.
• Leverage NetSuite and connected BI tools to strengthen data integrity, streamline workflows, and reduce manual effort.
• Partner with technology teams and vendors to pilot and scale AI‑driven forecasting and reporting capabilities.
• Help establish and enforce standards for data consistency, KPI definitions, and reporting hygiene across the portfolio.

Reporting & Analytics

• Prepare clear, timely, and actionable management reporting across customer, product, and market dimensions.
• Deepen visibility into unit economics, retention, profitability, and other key performance drivers.
• Deliver forward‑looking analysis that surfaces trends, risks, and opportunities to enable faster, more informed decisions.

Business Partnership

• Build trusted relationships with Operating Group leaders and HQ stakeholders, translating financial data into insights that drive performance.

Qualification for Success

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CFA, CPA, or MBA a plus.
• 4+ years of progressive FP&A experience, ideally in high‑growth and/or multi‑entity software environments.
• Demonstrated interest in and experience with AI tools, automation, or BI platforms to improve financial processes.
• Excellent financial modeling, analytical, and communication skills.
• A self‑starter who thrives in a decentralized environment and can dive into complexity while driving practical outcomes.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan

Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.