Lead Financial Planning & Analysis Manager

Sapiens; Toronto; Remote; CAD 110,000 - 140,000; Full time

Job summary

A leading company in intelligent insurance software solutions is seeking a Lead Financial Planning & Analysis Manager. This role involves strategic financial partnership, managing the financial planning cycle, and collaborating with sales teams to drive growth. Ideal candidates will have extensive FP&A experience, strong financial acumen, and proficiency in ERP and BI tools. Join a dynamic team committed to operational excellence and innovation.

Qualifications

• 8-10+ years of FP&A experience in a fast-growing technology company.
• Experience in post-merger integration and financial due diligence.

Responsibilities

• Act as a strategic financial partner supporting business units.
• Own the full financial planning cycle including forecasting and budgeting.
• Prepare and present financial materials to senior leadership.

Skills

Financial Acumen

Business Partnering

Analytical Skills

Education

Bachelor's degree in Economics

MBA

Tools

Microsoft Office Suite

ERP Systems

BI Tools

Job description

Lead Financial Planning & Analysis Manager

Join to apply for the Lead Financial Planning & Analysis Manager role at Sapiens

Lead Financial Planning & Analysis Manager

Join to apply for the Lead Financial Planning & Analysis Manager role at Sapiens

Title: Lead Financial Planning & Analysis Manager
Location – Remote/ Canada
Sapiens is on the lookout for a Lead Financial Planning & Analysis Manager to become a key player in our North America team. If you're a seasoned Lead Financial Planning & Analysis Manager and ready to take your career to new heights with an established, globally successful company, this role could be the perfect fit.
Responsibilities

• Act as a strategic financial partner, supporting the business unit in navigating rapid acceleration, increasing project complexity, and post-merger integration.
• Serve as a trusted advisor to the Head of the Business Unit and functional leads, driving financial insights and strategic decision-making.
• Own the full financial planning cycle, including long-term forecasting, budgeting, and real-time P&L management.
• Collaborate closely with the Sales team, aligning financial strategies with business growth, pricing models, and revenue forecasting.
• Develop financial models to support scalability and platform expansion, ensuring data-driven decision-making in a dynamic environment.
• Analyze trends, key financial drivers, and variances to provide actionable insights on business performance, operational efficiency, and profitability.
• Lead financial due diligence and integration processes for post-merger initiatives, ensuring seamless financial transitions.
• Prepare and present financial materials to senior leadership, ensuring clarity on risks, opportunities, and required mitigations.
• Manage the full lifecycle of PMO activity, ensuring financial alignment with project execution.
• Enhance financial reporting frameworks, leveraging ERP and BI tools to improve data accuracy and real-time insights.
  

Requirements

• 8-10+ years of FP&A experience, preferably in a fast-growing technology company.
• Bachelor's degree in Economics, Business Management, Accounting, or a related field; MBA is a plus.
• Experience working for a technology vendor specializing in platform-based software solutions and professional services.
• Strong financial acumen with a proven track record of supporting high-growth business units, sales teams, and complex projects.
• Expertise in ERP and BI systems, with the ability to enhance financial analytics and reporting.
• High-level proficiency in Microsoft Office Suite (Excel, PowerPoint), with advanced modelling capabilities.
• Strong business partnering skills, with the ability to influence senior stakeholders and drive financial discipline.
• Experience in post-merger integration, cost optimization, and financial due diligence.
• Ability to thrive in a fast-paced, matrixed organization with global stakeholders.
• Remote; travel ~ 2-3 times per year.
  

About Sapiens
Sapiens International Corporation (NASDAQ and TASE: SPNS) is a global leader in intelligent insurance software solutions. With Sapiens’ robust platform, customer-driven partnerships, and rich ecosystem, insurers are empowered to future-proof their organizations with operational excellence in a rapidly changing marketplace. We help insurers harness the power of AI and advanced automation to support core solutions for property and casualty, workers’ compensation, and life insurance, including reinsurance, financial & compliance, data & analytics, digital, and decision management. Sapiens boasts a longtime global presence, serving over 600 customers in more than 30 countries with its innovative SaaS offerings. Recognized by industry experts and selected for the Microsoft Top 100 Partner program, Sapiens is committed to partnering with our customers for their entire transformation journey and is continuously innovating to ensure their success. For more information visit us at www.sapiens.com .
Sapiens is an equal-opportunity employer. We value diversity and strive to create an inclusive work environment that embraces individuals from diverse backgrounds.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Software Development

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