Manager, Financial Planning & Analysis

Banyan Capital Partners®; Mississauga; On-site; CAD 120,000 - 150,000; Full time

Benefits offered by this job

Annual bonus

Job summary

Banyan Capital Partners, part of Connor, Clark & Lunn Financial Group, seeks a Manager, FP&A for its portfolio company Stagevision in Mississauga. You will partner with the CFO and senior leadership to drive financial planning, reporting, and performance insights in a private equity-backed environment.

You will own the three-statement model, lead budgeting and rolling forecasts, develop revenue models and provide actionable insights to executives across geographies.

Qualifications

• 5–8+ years of progressive FP&A or corporate finance experience, ideally PE-backed or high-growth.
• Strong financial modeling capabilities, including expert-level Excel and 3-statement models.
• Experience with budgeting, forecasting, KPI development and financial reporting processes.
• Proven ability to partner with senior leadership and non-financial stakeholders.

Responsibilities

• Serve as a key partner to the CFO and senior leadership, providing financial insights to support strategic decision-making and business performance.
• Own and produce all recurring financial and operational reporting, including monthly management reporting, KPI dashboards, location-level performance reporting and Board materials.
• Ensure accuracy, consistency and timeliness of reporting across lines and geographies; enhance reporting quality and automation.
• Develop and maintain sales forecasts, pipeline analysis and revenue models with senior management.
• Lead the annual budgeting process, including timelines, assumptions, consolidation and executive reporting.
• Maintain rolling forecasts and scenario analyses reflecting business performance and changing market conditions.
• Own the integrated three-statement financial model and ensure flexibility to support business needs.
• Develop financial models to support strategic initiatives, capacity planning and cost optimization.
• Partner cross-functionally with Operations, Sales, HR and other leaders to support performance management.
• Translate complex financial data into clear insights and business implications for senior leadership.
• Support capital allocation decisions through analysis of ROIC and post-investment performance.
• Provide ad hoc financial analysis to support strategic initiatives and investment decisions.
• Support M&A activities, including financial analysis, business case development and integration planning.
• Assist in financial integration of acquired businesses, including reporting alignment, forecasting and KPI standardization.

Skills

FP&A experience

Financial modeling

Excel modeling

Budgeting & forecasting

KPI development

Stakeholder collaboration

Strong communication

Ownership & proactive

Tools

Excel

Job description

Banyan Capital Partners, part of Connor, Clark & Lunn Financial Group, is seeking a Manager, FP&A for its portfolio company, Stagevision, in Mississauga. If you are a highly analytical, detail-oriented finance professional who enjoys building models, generating insights and partnering with the business to drive performance, this opportunity is for you. Reporting to the CFO, you will play a key role in financial planning, reporting and analysis, supporting strategic decision-making in a fast-paced, growth-oriented, private equity-backed environment. This role will be based in Mississauga and in office.

Established in 1984, Stagevision is Canada's largest Canadian-owned audiovisual and event production company. Known for blending technical expertise with creativity, Stagevision handles every aspect of event production, from corporate meetings to large-scale conferences. With over 40 years of experience, the company delivers tailored solutions using innovative technology, ensuring transparency, collaboration, and flawless execution. Stagevision's team of professionals specializes in audiovisual solutions, lighting design, stage management, and virtual integration to create impactful in-person, virtual, and hybrid experiences. Recently, Toronto-based Banyan Capital Partners invested in Stagevision to accelerate its continued growth.

What You Will Do

• Serve as a key partner to the CFO and senior leadership team, providing financial insights to support strategic decision-making and business performance.
• Own and produce all recurring financial and operational reporting, including monthly management reporting, KPI dashboards, location-level performance reporting and Board materials.
• Ensure accuracy, consistency and timeliness of reporting across business lines and geographies; continuously enhance reporting quality and automation.
• Partner with senior management to develop and maintain sales forecasts, pipeline analysis and revenue models.
• Lead the annual budgeting process, including timelines, assumptions, consolidation and executive reporting.
• Maintain rolling forecasts and scenario analyses reflecting business performance and changing market conditions.
• Own and maintain the integrated three-statement financial model, ensuring accuracy and flexibility to support business needs.
• Develop financial models to support strategic initiatives, capacity planning and cost optimization efforts.
• Partner cross-functionally with Operations, Sales, HR and other business leaders to support performance management and operational decision-making.
• Translate complex financial data into clear insights, recommendations and business implications for senior leadership.
• Support capital allocation decisions through analysis of return on invested capital and tracking of post-investment performance.
• Provide ad hoc financial analysis to support strategic initiatives, investment decisions and executive priorities.
• Support M&A activities, including financial analysis, business case development and integration planning.
• Assist in the financial integration of acquired businesses, including reporting alignment, forecasting and KPI standardization.

What You Bring

• Proven experience in FP&A, corporate finance or related roles with 5–8+ years of progressive experience, ideally within a private equity-backed or high-growth environment.
• Experience in investment banking, private equity or consulting is strongly preferred.
• Strong financial modeling capabilities, including expert-level Excel skills and experience building and maintaining integrated three-statement models.
• Strong analytical mindset with the ability to synthesize complex data into clear, actionable insights.
• Experience with budgeting, forecasting, KPI development and financial reporting processes.
• Strong business acumen and the ability to partner effectively with both financial and non-financial stakeholders.
• High attention to detail with a focus on accuracy, quality and continuous improvement.
• Comfortable operating in a fast-paced, evolving environment with shifting priorities.
• Strong communication skills, with the ability to present financial insights clearly to senior leadership.
• Hands-on, self-starter with a proactive, solutions-oriented approach and a strong sense of ownership.

The salary range for this position is $120,000 to $150,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

Founded in 2008, Banyan Capital Partners is a leading Canadian mid-market private equity firm with a successful track record. Banyan invests equity capital alongside Connor, Clark & Lunn Financial Group Ltd. and several Connor, Clark & Lunn Private Capital high-net-worth clients.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.