Managing Director, FP&A and Strategic Support

Questrade Financial Group; Toronto; Híbrido; CAD 180.000 - 280.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health resources

Vacation & sick days

Competitive pay

Hybrid in-office days

Career growth

Community involvement

Diverse team

Descripción de la vacante

Questrade Financial Group in Canada seeks a Managing Director, FP&A and Strategic Support to lead corporate finance, financial planning, and performance optimization in a federally regulated environment.

Reporting to CFO, you will oversee the annual budget, rolling forecasts, and 5-year plans while driving advanced analytics with AI/ML to enable real-time decision making. Collaborate with Treasury, Risk and Accounting to ensure capital model governance and strategic alignment.

Formación

• Post-secondary degree in Accounting, Finance, Economics, or a related quantitative field.
• 10-12+ years of progressive corporate finance and strategic planning.
• Experience within regulated financial services.
• 7+ years leading, structuring, and mentoring.
• Deep domain expertise in OSFI frameworks, ICAAP management, regulatory capital structures, and modern ERP/EPM platforms (NetSuite, Oracle EPBCS, Synapse, Anaplan)
• Are a highly adaptable and creative problem solver who excels in fast-paced, high-growth, and shifting market/regulatory landscapes.
• Are relentless and focus on process transformation, automation, control strengthening, and model validation.

Responsabilidades

• Partnering with CFO, Board of Directors, and executives to recommend capital allocation decisions and translate metrics into macro roadmaps.
• Oversee annual budget, rolling forecasts, and 5-year strategic financial plans in coordination with Treasury, Risk, and Accounting.
• Drive enterprise-wide finance modernization; integrate analytics, ML, and AI into FP&A processes for real-time scenario testing and reporting.
• Ensure compliance with FRFI/DTI frameworks; oversee ICAAP and stress-testing activities with Second Line of Defense.
• Develop finance business partnering architecture to guide product leaders on pricing and business cases for new initiatives.
• Lead, coach, and retain specialized talent and build a culture of high performance.

Educación

Post-secondary degree in Accounting, Finance, Economics, or related quantitative field

10-12+ years of progressive corporate finance and strategic planning

Experience within regulated financial services

7+ years leading, structuring, and mentoring

OSFI frameworks, ICAAP management, regulatory capital structures, ERP/EPM platforms (NetSuite, Oracle EPBCS, Synapse, Anaplan)

Herramientas

NetSuite

Oracle EPBCS

Synapse

Anaplan

Descripción del empleo

What's in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy.

We're looking for our next Managing Director, FP&A and Strategic Support

Could It Be You?

The Managing Director, FP&A and Strategic Support is a senior finance leader who can act as strategic delegate for the CFO and is capable of representing the Finance function across key enterprise initiatives and provides direct advisory support to Executives. They are responsible for overseeing the development of Questbank’s financial strategy, corporate forecasting, and performance optimization while aligning with the broader Questrade strategic priorities. This role leads both Corporate FP&A (including Capital Management) and the Finance Business Partnering (FBP) frameworks, establishing a forward-looking, data-driven financial paradigm. The role is fundamentally focused on translating the realities of a regulated Federally Regulated Financial Institution (FRFI) into sustainable strategic growth, optimizing enterprise value, and leveraging cutting-edge AI/ML analytics to accelerate real-time business navigation and efficiency.

Reporting directly to the Chief Financial Officer (CFO) of Questbank, this role will drive the transformation of the bank's end-to-end planning ecosystem. The role will contribute to Questbank's total financial model (comprising P&L, balance sheet, capital allocation, and liquidity metrics) while structurally uniting the Director of FP&A & Capital Management and the specialized Finance Business Partner teams (e.g., Unsecured Lending, Secured Lending, Banking & Deposits) under a single cohesive leadership framework. Actively interfacing with Board-level stakeholders,, and Questrade executive lines, this leader ensures financial frameworks are robust, predictive, and agile amid dynamic market

In this role, responsibilities include but are not limited to:

• Partnering directly with the CFO, Board of Directors, and Questbank/Questrade executives to recommend optimal capital allocation decisions, translate complex technical metrics into macro strategic roadmaps, and support long-term enterprise growth.
• Directing corporate financial planning alongside tactical business partnering teams. Oversee the formulation of the annual budget, rolling forecasts, and 5-year strategic financial and capital plans in complete lockstep with Treasury, Risk, and Accounting functions.
• Championing enterprise-wide finance modernization initiatives. Drive the integration of advanced analytics, ML, and AI capabilities into core Finance and FP&A processes to enable real-time \"What-If\" portfolio simulations, automated executive/Board performance reporting, and heightened scenario-testing accuracy.
• Ensuring robust institutional compliance with FRFI and Deposit-Taking Institution (DTI) frameworks. Provide strategic oversight for the Internal Capital Adequacy Assessment Process (ICAAP), stress-testing frameworks, sensitivity analyses, Net Interest Margin (NIM) optimization, and structural funding mixes in coordination with the Second Line of Defense and Treasury & Capital Markets
• Cultivating a sophisticated finance business partnering architecture to challenge and guide product leaders across Banking, Unsecured and Secured business groups on pricing, commercial positioning, and business case viability for new market initiatives. Leadership, Mentorship & Talent Architecture: Architect a culture of high performance, continuous learning, and intellectual curiosity. Hire, coach, and retain specialized
• Architecting a culture of high performance, continuous learning, and intellectual curiosity. Hire, coach and retain specialized professional talent, empowering teams to confidently challenge operational paradigms and ask \"why\"

So are YOU our next Managing Director, FP&A and Strategic Support

You are if you…

• Have a post-secondary degree in Accounting, Finance, Economics, or a related quantitative field.
• Have 10-12+ years of progressive corporate finance and strategic planning
• Have experience within regulated financial services.
• Have 7+ years of experience leading, structuring, and mentoring
• Have deep domain expertise in OSFI frameworks, ICAAP management, regulatory capital structures, and modern enterprise ERP/EPM platforms (e.g., NetSuite, Oracle EPBCS, Synapse, Anaplan)
• Are a highly adaptable and creative problem solver who excels in fast-paced, high-growth, and shifting market/regulatory landscapes.
• Are relentless and focus on process transformation, automation, control strengthening, and model validation.

Additional kudos if you…

• CFA and/or CPA designation is strongly preferred.

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