Head of Financial Planning and Analysis

Lock Search Group; Ontario; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading Canadian distributor is seeking a strategic Head of Financial Planning & Analysis based onsite in Ontario. This pivotal role will be responsible for financial strategic direction, supporting key departments in achieving overall business goals. Ideal candidates will possess extensive experience in financial analysis and leadership, aiming to drive organizational excellence and continuous improvement.

Qualifications

• Minimum 7 years of experience in financial analysis and strategic planning.
• Strong proficiency in financial performance and pricing analysis.
• Experience in leading teams and managing complex data sets.

Responsibilities

• Lead financial planning, guiding strategy for business development and sales.
• Conduct margin evaluations and pricing analysis for new opportunities.
• Mentor the financial analysis team to enhance performance and collaboration.

Skills

Numerical aptitude

Data analysis

Leadership

Stakeholder engagement

Strategic thinking

Education

University degree in Finance, Business, or Accounting

Professional certification (e.g., CPA, CMA, CFA)

Tools

SAP

PowerBI

Excel

PowerPoint

Word

Job description

Are you a strategic financial leader with a passion for shaping business outcomes through data-driven insights and planning? Do you thrive in a fast-paced environment where you can make a significant impact on financial performance, operational efficiency, and long-term growth? If so, we invite you to explore this exciting opportunity to lead as the Head of Financial Planning & Analysis, based onsite in the Oshawa Region. This is your chance to be at the forefront of financial strategy, driving success at a national level- from our client’s key operating hub.

COMPANY PROFILE

Our client, a leading Canadian distributor, has partnered with Lock Search Group on a confidential search to find a Head of Financial Planning & Analysis. This is an exciting chance to play a pivotal role in driving the financial direction of a growing company.

POSITION OVERVIEW

The Head of Financial Planning & Analysis (FP&A) leads the provision of financial planning and strategic support to key departments, including Business Development, Sales Management, and Operations. This position serves as the primary liaison for internal teams, offering insights into customer profitability, sales strategies, pricing, performance metrics, and new initiatives. This role offers an exciting opportunity to influence major decisions and guide a team toward financial excellence.

KEY RESPONSIBILITIES

• Lead the creation and delivery of financial analysis that supports business development and sales teams.
• Perform regular margin evaluations and assess the business case for new opportunities.
• Guide the development and review of pricing strategies for both existing products and new offerings.
• Conduct pricing analysis, including competitive positioning and cost considerations, while providing solutions for pricing and profitability challenges.
• Regularly update and maintain pricing structures for customers and suppliers.
• Oversee the costing of inventory by examining changes in vendor pricing, commodity costs, and foreign currency fluctuations.
• Adjust inventory costing models as needed and communicate changes across relevant departments.
• Provide leadership in analyzing company-wide financial performance, including forecasting cash flow and compiling key performance indicators (KPIs).
• Consolidate financial data for senior management, helping to inform decisions on critical accounts and company programs.
• Drive continuous improvement initiatives focused on enhancing financial systems and reporting capabilities.
• Collaborate with cross-functional teams to implement more efficient processes, exploring innovative methods, tools, and technologies to support overall business performance.
• Lead and mentor the financial analysis team, creating a collaborative and results-focused environment.
• Align team goals with broader business strategies, ensuring each team member has the support and resources needed to succeed.
• Provide coaching and development opportunities to enhance team performance and capabilities.

QUALIFICATIONS

• University degree in a relevant field such as Finance, Business, or Accounting.
• Professional certification (e.g., CPA, CMA, CFA) – a significant advantage.
• Minimum 7 years of experience in financial analysis, budget management, forecasting, and strategic financial planning.
• Strong numerical aptitude and the ability to analyze and interpret complex data.
• Advanced proficiency with data tools such as Excel, PowerPoint, and Word; familiarity with SAP and PowerBI is an advantage.
• Proven experience in leading teams and driving organizational success.
• Excellent verbal and written communication skills, with the ability to present complex information clearly.
• Skilled in influencing and engaging with stakeholders at various levels of the organization.
• Leadership experience focused on fostering high performance and achieving measurable outcomes.
• Strong interpersonal abilities, with a collaborative approach and a focus on building effective relationships across teams.
• Comfortable working in a fast-paced, changing environment while managing multiple priorities.
• Detail-oriented and highly organized with the ability to manage time and tasks efficiently.
• Professional and positive attitude, with a commitment to integrity and collaboration.
• Able to think both strategically and tactically, balancing high-level planning with day-to-day execution.
• Experience in the industrial sector is a significant advantage.

This role is perfect for a strategic financial leader who excels at translating data-driven insights into actionable strategies while fostering a culture of excellence, accountability, and continuous improvement. If you’re ready to take on a high-impact leadership position with a company poised for long-term success, we want to hear from you! Please submit your resume by selecting the “Apply” option and following the required steps.

Thank you in advance for your interest, only individuals deemed to have the skill set and experience to fit the role will be contacted. Applicants must be legally entitled to work in Canada without sponsorship.

Lock Search Group is a National Executive Recruitment firm with 11 offices in Canada and one in the United States, a staff of more than 30 Consultants and Associates, and expertise in 11 major disciplines. Our mission is to provide exceptional Recruitment and Consulting Services to clients and candidates. We apply our experience and expertise to deliver solutions with a personalized approach that focuses on clients’ needs and candidates’ goals.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning, Finance, and Manufacturing

• Industries

  Manufacturing and Industrial Machinery Manufacturing

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