Manager, Financial Planning & Analysis

Propel Holdings, Inc.; Toronto; On-site; CAD 100,000 - 130,000; Full time

Benefits offered by this job

Growth opportunities

Great company culture

Competitive salary

Health benefits

RRSP plan

Parental support

Inclusive workplace

Job summary

Propel Holdings, Inc. is seeking an experienced finance professional to advance the company's planning and forecasting capabilities. You will develop sophisticated financial models, support planning platforms, and enhance forecast accuracy while evaluating AI-assisted solutions.

The role requires translating drivers into scalable model logic and ensuring governance and transparency. You will collaborate across teams to solidify forecasting processes, validate outputs, and drive continuous

Qualifications

• 6+ years in FP&A or financial modelling with 3+ years progressive experience.
• FinTech or Financial Services experience is an asset.
• University degree in Finance, Accounting or related field; professional designation is an asset.
• Advanced financial modelling capability with strong systems thinking.
• Hands-on experience supporting planning software implementations.
• Strong understanding of planning processes, data, governance, and model documentation.
• Ability to translate business drivers into scalable model logic and workflows.
• Excellent communication and analytical skills in a fast-paced environment.
• Strong Excel skills and ability to work across planning tools.

Responsibilities

• Build and maintain driver-based forecast models and logic.
• Support forecast model improvements and driver integration.
• Lead planning software implementations: requirements, configuration, testing, documentation.
• Act as a planning platform tool-builder for automation and AI-assisted processes.
• Validate model outputs and platform calculations with structured testing.
• Document assumptions, formulas, data sources, transformations, dependencies, and changes.
• Review AI-generated formulas and forecast outputs before adoption.
• Drive continuous improvement in planning, forecasting, and reporting processes.
• Collaborate cross-functionally to gather inputs and improve forecast quality.

Skills

Financial modelling

Excel

Forecasting

FP&A

Model validation

Data analysis

Communication

Education

University degree in Finance or Accounting

Professional designation (CA/CPA/CGA/CFA/MBA) asset

Tools

Planning software

Job description

Propel (TSX: PRL) is the fintech company building a new world of financial opportunity by facilitating access to credit for consumers underserved by traditional financial institutions. Through its AI-driven platform, Propel evaluates customers in a more comprehensive way than traditional credit scores can. Our revolutionary fintech platform has already helped consumers access over one million loans and lines of credit and over one billion dollars in credit.

To build a new world of opportunity we bring together the brightest talent to help us build opportunities. We are entrepreneurs and believe in measuring success through results and growing within; talent and hard work never goes unnoticed. At Propel, we are here to change the way employees, customers and shareholders succeed together.

We are a team of passionate entrepreneurs, who foster curiosity and growth in our employees. Our culture is why we have been so successful and why our employees choose Propel to build their careers. It is also why we are one of North America’s fastest growing companies and a Best Place to Work.

Join us as we change the way employees, customers and shareholders succeed together.

About You:

You thrive in a vibrant, entrepreneurial organization where your ideas are valued. You are motivated by goals, a self-starter, and enjoy wearing multiple hats in a fast-growing fintech environment.

You are a high-performing finance professional seeking a pivotal role with direct impact on the Company’s growth, strategic decision-making, and long-term success. In this position, you will play a key role in building and advancing the organization’s planning and forecasting capabilities by developing sophisticated financial models, supporting the implementation and optimization of planning platforms, enhancing forecast accuracy, and evaluating AI-assisted forecasting solutions. You combine deep financial modelling expertise with planning systems experience and a forward-thinking approach to emerging technologies. You excel at translating complex business drivers into scalable model logic, rigorously validating outputs, and documenting assumptions and methodologies to strengthen accuracy, transparency, governance, and sustainable growth.

Responsibilities

• Build and maintain driver-based forecast models and logic
• Support forecast model improvements and driver integration
• Support FP&A planning software implementation, including requirements gathering, configuration, testing, and documentation
• Act as a planning platform tool-builder, helping create more efficient, automated, and AI-assisted processes
• Validate model outputs and planning-platform calculations through structured testing and reconciliation
• Document assumptions, formulas, source data, transformations, dependencies, and change logs to support governance and explainability
• Review AI-generated formulas, model suggestions, commentary, and forecast outputs before adoption
• Support continuous improvement of planning, forecasting, and reporting processes with a focus on accuracy, speed, and transparency
• Partner cross-functionally to gather inputs, challenge assumptions, and improve forecast quality

Requirements

• 6+ years working experience with at least 3 years of progressive experience in FP&A or financial modelling roles
• Experience in FinTech and/or Financial Services industry is an asset
• University degree in Finance, Accounting or related fields; Professional designation such as CA, CPA, CGA, CFA or MBA is an asset
• Advanced financial modelling capability combined with strong systems thinking
• Hands-on experience supporting or leading planning software implementations
• Strong understanding of planning processes, assumptions management, source data, forecast governance, and model documentation
• Demonstrated discipline in testing, reconciliation, documentation, and change control
• Ability to translate business drivers into model logic, planning assumptions, and scalable workflows
• Ability to simplify and standardize complex models into reusable logic and scalable planning workflows
• Knowledge of AI tools, model risk, and model explainability in finance use cases
• Strong communication, analytical judgment, and model explainability skills in a fast-paced, evolving environment
• Strong Excel and financial modelling skills, with comfort working across planning platform and connected finance tools
• Ability to manage multiple priorities and operate effectively in a dynamic environment

Benefits to Joining Propel

• Growth and opportunity - we pride ourselves on promoting from within
• Incredible company culture
• Competitive salary and health benefits
• Group health and dental benefits
• Group RRSP program
• Support for new parents
• Diverse and inclusive workplace

Salary Range

$100,000 - $130,000

Final compensation is determined by market conditions, location, and the candidate’s experience, skills, and education. This role may also be eligible for performance-based incentive programs and total compensation may include variable incentives, such as bonuses and commissions.

This posting is for an existing vacancy within our organization.

Our Culture

Propel brings together the brightest talent to build opportunities. We are entrepreneurs who measure success through results and growth from within; talent and hard work never go unnoticed. Our team fosters curiosity and growth, making Propel one of North America’s fastest-growing companies and a Best Place to Work.

Commitment to Diversity & Inclusion

Propel welcomes and encourages applications from all groups, including Indigenous peoples, women, visible minorities, persons with disabilities, people from gender and sexually diverse communities, and those with intersectional identities. Should you require accommodation throughout any stage of the recruitment and selection process, please specify your requirements when submitting your application and we will work with you to meet your needs.