Global Head of Financial Planning and Analysis

Elevation Capital; Remote; CAD 130,000 - 160,000; Full time

Job summary

A global investment firm is seeking a Global Head of Financial Planning and Analysis in Canada to lead their financial strategy across multiple entities. This senior role involves budgeting, forecasting, and reporting, aimed at enhancing financial planning processes globally. The ideal candidate will have substantial experience in FP&A and team leadership, capable of navigating cross-border complexities while ensuring accuracy and effectiveness in financial data management. Strong skills in Excel, Google Sheets, and ERP systems are essential.

Qualifications

• At least six years of progressive experience in FP&A within an established global organization.
• Experience in small to mid-sized, multi-entity organizations preferred.
• Expert-level proficiency in Excel and Google Sheets.

Responsibilities

• Lead global financial planning activities, including annual budgets and rolling forecasts.
• Provide strategic financial guidance through analysis of performance and trends.
• Oversee the preparation of accurate financial reports and KPI dashboards.

Skills

Financial modeling

Budgeting

Forecasting

Cross-border complexity navigation

Team leadership

Education

Bachelor's degree in Finance or Accounting

MBA or CPA (preferred)

Tools

Excel

Google Sheets

NetSuite

Job description

Global Head of Financial Planning and Analysis

ABOUT US

Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non‑profit, and venture funding. Run by a highly entrepreneurial self‑made founder, and supported by a team of highly capable executives across business units, the business operates globally with interests in the US, Canada, Europe, and the Caribbean. With wholly owned companies in various growth stages and an expanding investment portfolio, this group collectively serves a global vision to create an evolved world where humanity reaches its highest potential. Our mission is to create and deploy capital for a better world.

This key leadership role is in a high‑growth, high‑profit portfolio company of big thinkers and big doers. It is a CPG/beverage/dietary supplement company with a history of strong, profitable growth as the number one product and brand in its emerging category. Through its expanding sales and distribution network, the team is positioned to scale existing and new products globally, driving exponential revenue growth. With the leadership team in place, the opportunity is now to execute a scalable retail expansion strategy, optimize sales execution, and maximize category leadership on the path to a lucrative exit.

THE OPPORTUNITY

Elevation Capital is seeking a Global Head of FP&A to lead and scale financial planning and analysis across an established global, multi‑entity organization. This role exists to strengthen strategic finance capabilities, improve planning rigor, and drive consistent budgeting, forecasting, and reporting across all regions and business units. This is a senior, hands‑on leadership role. The Global Head of FP&A will initially operate close to the details while establishing scalable global standards, systems, and operating rhythms. Over time, this leader will build, manage, and develop a high‑performing FP&A team.

WHAT YOU’LL DO

• You will own global budgeting, forecasting, long‑range planning, and reporting across multiple legal entities, regions, and currencies.
• You will partner closely with the founder, executive leadership, and operating teams to deliver clear financial and operational insight that informs strategy, capital allocation, and business performance.
• You will design and implement standardized FP&A processes, templates, and reporting frameworks that function effectively in a distributed, international environment. You will ensure consistency, accuracy, and comparability of financial data across regions while accounting for local realities.
• You will support monthly and quarterly financial reviews, variance analysis, scenario modeling, and KPI tracking. You will translate complex, multi‑entity financial data into concise insights and recommendations for senior leadership.
• As the function scales, you will hire, manage, and mentor the family office FP&A team members and build a disciplined, globally aligned FP&A organization.

WHO YOU ARE

• You are a senior FP&A leader who has already worked within an established global organization and is comfortable operating across regions, time zones, and international structures.
• You have experience establishing reporting standards and building budgeting planning processes and tools. You are comfortable leading business process transformation.
• You bring experience navigating cross‑border complexity, including consolidated reporting, regional planning differences, and multi‑entity performance management.
• You are systematic, highly organized, and capable of building structure and visibility in complex environments.
• You have managed people before and know how to lead, develop, and hold teams accountable. You are able to lead indirectly in a matrix‑style organization. You communicate clearly, earn trust across functions, and influence decisions through insight and clarity

KEY RESPONSIBILITIES

• Lead global financial planning activities, including annual budgets, rolling forecasts, and long‑range plans across all entities and regions.
• Provide strategic financial guidance to leadership through rigorous analysis of performance, trends, risks, and opportunities.
• Oversee the preparation of accurate and timely financial reports, KPI dashboards, and decision‑support analyses.
• Interpret financial results, identify variances, and proactively recommend corrective or growth‑oriented actions.
• Define, implement, and monitor standardized KPIs and reporting frameworks across the global organization.
• Establish systems and processes that support consistent budgeting, forecasting, and performance measurement.
• Build, lead, and develop a global FP&A team, including hiring, coaching, and performance management.

REQUIREMENTS

• Bachelor’s degree in Finance or Accounting required. MBA or CPA preferred but not required.
• At least six years of progressive experience in FP&A within an established global organization, ideally supporting multiple regions or international business units.
• Experience operating in small to mid‑sized, multi‑entity or portfolio‑style organizations strongly preferred.
• Expert‑level proficiency in Excel and Google Sheets, with strong financial modeling, forecasting, and budgeting skills.
• Working knowledge of ERP and financial reporting systems such as NetSuite.
• Proven track record of building FP&A processes, improving planning discipline, and supporting leadership decision‑making in dynamic, global environments.