Financial Planning and Analysis Manager

123Dentist; Toronto; On-site; CAD 90,000 - 135,000; Full time

Job summary

123Dentist is seeking a Manager, Financial Planning & Analysis – Value Creation to join the Finance team in Canada. You will sit at the intersection of finance, strategy, and operations, partnering with senior leaders to shape investments and growth initiatives, and to build forward-looking models that inform strategic decisions.

You'll lead budgeting, forecasting, value creation tracking, and ROI analyses, translating complex data into clear narratives for the board and executives.

Qualifications

• Degree in Finance or Economics is required.
• MBA/CPA/CFA certification is preferred.
• Advanced financial modeling skills and ability to build dynamic models.

Responsibilities

• Lead budgeting and forecasting cycles across teams.
• Drive long-range and strategic planning.
• Own value creation tracking and ROI analyses.
• Conduct investment and capital allocation analyses (DCF/NPV).
• Deliver variance and performance insights with actionable steps.
• Embed financial thinking into operational decisions.

Skills

FP&A experience

Financial modeling

Excel

Power BI

SQL

Python/R

Owner mindset

Storytelling

Education

Finance/Economics degree

MBA/CPA/CFA

Tools

Workday Adaptive

Job description

Job Title: Manager, Financial Planning & Analysis – Value Creation

Team: Finance

Reports To: Director, Financial Planning and Strategic Analytics

Employment Type: Permanent Full-Time

Salary Range: $90,000 to $135,000

About 123Dentist

At 123Dentist, we’re redefining the future of dental care across Canada by empowering clinics with innovative technology, data-driven insights, and operational excellence. Our growing network of practices relies on strong digital infrastructure and that’s where you come in.

About the Role

This isn’t a traditional FP&A role. As Manager, Financial Planning & Analysis – Value Creation, you’ll sit at the intersection of finance, strategy, and operations, partnering closely with senior leaders to shape how the business grows and where it invests.

You’ll go beyond reporting the numbers to interpreting what they mean, challenging assumptions, and helping leaders make better decisions. Whether it’s evaluating investments, tracking value creation initiatives, or building forward-looking models, your work will directly influence the direction of the organization.

Your work will help answer some of the organization’s most important questions:

Where should we invest? What’s driving performance? What needs to change?

If you’re someone who enjoys connecting the dots, asking “why,” and turning complexity into clarity, this role is built for you.

What You’ll Do

• Lead budgeting and forecasting cycles, aligning inputs across teams into a unified financial view
• Drive long-range and strategic planning, translating priorities into measurable financial outcomes
• Own value creation tracking, ensuring initiatives deliver expected ROI and surfacing risks early
• Conduct investment and capital allocation analysis (DCF, NPV, sensitivity modeling) to support strategic decisions
• Deliver variance and performance insights, identifying drivers and recommending actionable next steps
• Partner with operational leaders to embed financial thinking into decision-making
• Build executive and board-level materials that clearly tell the story behind the numbers
• Enhance and maintain Power BI dashboards to provide real-time visibility into performance
• Apply predictive analytics and modern tools (Python, R, AI/LLMs) to generate forward-looking insights

What You Bring

• 8+ years of experience in FP&A, Corporate Development, Management Consulting, or Strategic Analytics
• A degree in Finance, Economics, or a quantitative field; MBA, CPA, or CFA is required
• Advanced financial modeling skills—you’re comfortable building dynamic models from scratch
• Strong proficiency in Excel, Power BI (DAX/Power Query), and SQL; experience with Workday Adaptive is an asset
• Familiarity with Python, R, or AI tools for deeper analysis and forecasting
• You think like an owner. You care about how the numbers are built, what they mean, and how they’re used
• You’re comfortable operating at both the detail level and the strategic level without losing momentum
• You can translate complex analysis into clear, compelling narratives for senior leaders and Board audiences
• You build strong relationships and can influence decisions without direct authority
• You have a strong instinct for what truly drives business performance, not just what shows up in reports

What Sets You Apart

You go beyond reporting numbers, you help shape decisions. You naturally look past the “what” to understand the “why,” and you turn complex financial data into clear, actionable insights that drive strategy and investment decisions. You bring strong technical FP&A capability paired with a strategic, owner’s mindset. You’re just as comfortable building detailed financial models as you are stepping back to connect insights to broader business priorities. Known for your clarity and influence, you communicate effectively with senior leaders, challenge assumptions constructively, and help move decisions forward. You thrive in environments where finance is a true partner to the business and where your work directly impacts value creation.

Why Join 123Dentist?

• Influence enterprise-level strategy and value creation initiatives
• Work closely with senior leadership and decision-makers
• Be part of a collaborative, high-performing, and evolving Finance function
• Help shape a data-driven healthcare organization at scale
• Grow your career in an environment that values curiosity, ownership, and impact