Director, Financial Planning & Analysis

Kinaxis Inc.; California (MO); Hybrid; USD 123,000 - 152,000; Full time

Benefits offered by this job

Flexible vacation

Hybrid work options

Well-being programs

Mentorship & career development

Hackathons

Job summary

Kinaxis is seeking a Director of Financial Planning & Analysis to lead enterprise-wide planning, budgeting, forecasting, and performance insights. The role partners across Product, Sales, and Corporate Functions to drive growth and reporting excellence in a global, AI-enabled FP&A function.

The position emphasizes leadership, advanced modeling, and executive communication, with a hybrid arrangement in Ottawa/Toronto or remote options for eligible locations.

Qualifications

• Post-secondary education in Finance, Accounting, Business, or a related field.
• Professional accounting designation (CPA or legacy CA, CMA or CGA), CFA, or MBA.
• 10+ years of progressive experience in FP&A, investment banking, private equity, or corporate finance.

Responsibilities

• Build an integrated, enterprise-wide planning process across business units and regions to drive business objectives and long-term growth.
• Develop key financial models and scenarios to evaluate strategic initiatives and investments, with a view to multi-year projections.
• Lead scenario planning, sensitivity analysis, and financial modeling to support strategic decisions.
• Manage and drive management reporting – analyze financial results, distill and communicate key messages to the senior leadership team.
• Support Board reporting, executive presentations, and investor reporting and communications.
• Deliver actionable financial insights that influence investment priorities, resource allocation, pricing, and growth initiatives.
• Demonstrated outstanding communication and executive presentation skills, with the ability to translate complex financial information into clear business insights.
• Develop KPIs and performance dashboards that provide timely visibility into business health.
• Foster strong partnerships across the organization including Product, Sales, Corporate Functions and other teams.
• Modernize FP&A through automation, AI-enabled analytics, and scalable planning technologies.
• Propose and implement continuous improvement of strategies, processes, systems and policies to enhance speed and effectiveness of forecasting and reporting.
• Establish best-in-class planning processes, governance, and data quality.
• Champion the use of modern planning platforms and business intelligence tools.
• Build, mentor, and develop a high-performing global FP&A organization.
• Create a culture of accountability, curiosity, continuous improvement, and business partnership.
• Lead organizational change and finance transformation initiatives across a global business, including exploring additional areas to implement AI initiatives.

Skills

FP&A

Financial modeling

Budgeting

Forecasting

Leadership

Executive communication

Education

CPA or CMA or CFA or MBA

Tools

Excel

PowerPoint

Power BI

Job description

About Kinaxis

Are you looking to join an innovative, market-leading company where you can truly elevate your career? At Kinaxis we are serious about culture, we are serious about technology, we are serious about customers, and we are serious about not taking ourselves too seriously. If you are looking to be part of an incredible growth story, then we might just be the place for you!

In 1984, we started out as a team of three engineers. Today, we have grown to become a global organization with over 2000 employees around the world, 6 global office and a best-in-class HQ in Ottawa, Canada. As winners of several Top Employer awards globally, we are proud to work with our customers and employees towards solving some of the biggest challenges facing supply chains today.

Kinaxis is a global leader in modern supply chain orchestration, powering complex global supply chains, and supporting the people who manage them. Our powerful, AI infused platform provides full transparency and visibility across end-to-end supply chains, enabling our customers to make faster, better decisions. We are trusted by renowned global brands to provide the agility and predictability needed to navigate today’s volatility and disruption. With more than 40,000 users in over 100 countries, we are expanding our team as we continue to innovate and revolutionize how we support our customers.

Location

Ottawa and Toronto, CA - Hybrid

Other Canadian locations - Remote

About the team

Our Financial Planning and Analysis (FP&A) team partners with leaders across the company to help drive business decisions. They work with stakeholders to highlight insights and analysis needed to make data-driven decisions that help fuel growth and operational excellence. The Director, Financial Planning & Analysis, is a trusted advisor and subject matter expert who brings a depth and breadth of knowledge and expertise in leading, directing, and developing the overall operations and delivery of revenue forecasting, consolidated forecasts and reporting, external metrics, and evolving financial planning strategies within Kinaxis. This role is ideal for a forward-thinking finance leader who combines deep financial expertise with strong business acumen, operational excellence, and a passion for transforming finance through data, automation, and AI-enabled insights.

Partnering closely with the VP, Financial Planning & Analysis the Director, Financial Planning & Analysis is responsible for effective management and continuous improvement of budgeting and forecasting cycles and provides strategic financial consultation and support to the business.

Vacancy Status

This is an existing job vacancy

What you will do

Business Performance & FP&A Excellence

• Build an integrated, enterprise-wide planning process across business units and regions to drive business objectives and long-term growth.

• Develop key financial models and scenarios to evaluate strategic initiatives and investments, with a view to multi-year projections.

• Lead scenario planning, sensitivity analysis, and financial modeling to support strategic decisions.

• Manage and drive management reporting – analyze financial results, distill and synthesize issues and communicate key messages (including business risks) to the senior leadership team.

• Support Board reporting, executive presentations, and investor reporting and communications.

• Deliver actionable financial insights that influence investment priorities, resource allocation, pricing, and growth initiatives.

• Demonstrated outstanding communication and executive presentation skills, with the ability to translate complex financial information into clear business insights.

• Develop KPIs and performance dashboards that provide timely visibility into business health.

• Foster strong partnerships across the organization including Product, Sales, Corporate Functions and other teams.

Finance Transformation & Technology

• Modernize FP&A through automation, AI-enabled analytics, and scalable planning technologies.

• Propose and implement continuous improvement of strategies, processes, systems and policies to enhance the speed and effectiveness of forecasting and reporting.

• Establish best-in-class planning processes, governance, and data quality.

• Champion the use of modern planning platforms and business intelligence tools.

Leadership

• Build, mentor, and develop a high-performing global FP&A organization.

• Create a culture of accountability, curiosity, continuous improvement, and business partnership.

• Lead organizational change and finance transformation initiatives across a global business, including exploring additional areas to implement AI initiatives.

What we are looking for

• Post-secondary education in Finance, Accounting, Business, or a related field.

• Professional accounting designation (CPA or legacy CA, CMA or CGA), CFA, or MBA.

• 10+ years of progressive experience in FP&A, investment banking, private equity, or corporate finance, ideally with some experience in a high-tech, global, publicly traded organization.

• Experience leading teams with direct and indirect reports.

• Demonstrated financial acumen and expertise in data and financial modeling and scenario planning.

• Advanced analytical, problem solving, and critical-thinking skills with the ability to coordinate input from multiple sources to develop impactful recommendations to achieve results for the business.

• An articulate and professional communicator with the ability to provide clear, concise messaging to multiple audiences and present complex information across the organization.

• Strong relationship-building and influencing skills and the ability to prioritize business requirements appropriately through a collaborative partnership approach.

• Demonstrated ability to coordinate input from multiple complex sources, conduct environmental scanning, and sort through ambiguity to develop impactful recommendations for business decisions.

• Deep and broad knowledge of financial analysis, forecasting, budgeting, and management reporting, including oversight of the annual financial planning process and related best practices.

• Exceptional financial modelling skills with great attention to detail and the ability to distill complex issues into structured, actionable frameworks.

• Highly proficient in Excel and PowerPoint, particularly for financial modeling, financial and data analysis, and presenting business cases or transaction summaries.

• Ability to apply a structured problem-solving framework to ambiguous situations and drive decisions under tight timelines.

• Significant experience developing business cases supported by financial analysis and modeling, with the ability to collaborate cross-functionally across the organization.

#Director

Work With Impact:

Our platform directly helps companies power the world’s supply chains. We see the results of what we do out in the world every day, when we see store shelves stocked, when medications are available for our loved ones, and so much more.

Work with Fortune 500 Brands:

Companies across industries trust us to help them take control of their integrated business planning and digital supply chain. Some of our customers include Lockheed Martin, Unilever, P&G, ExxonMobil, Cisco and more.

Social Responsibility at Kinaxis:

Our Diversity, Equity, and Inclusion Committee weighs in on hiring practices, talent assessment training materials, and mandatory training on unconscious bias and inclusion fundamentals. Sustainability is key to what we do and we’re committed to a long-term net-zero operations strategy. We are involved in our communities and support causes where we can make the most impact.

People matter at Kinaxis and here are some of the perks and benefits we offer, which may vary by location and employee:

• Flexible vacation and Kinaxis Days (company-wide days off)

• Flexible work options

• Physical and mental well-being programs

• Regularly scheduled virtual fitness classes

• Mentorship programs, training, and career development

• Recognition programs and referral rewards

• Hackathons

For more information, visit the Kinaxis website at www.kinaxis.com or the company’s blog at http://blog.kinaxis.com.

Kinaxis welcomes candidates to apply to our inclusive community. We provide accommodations upon request to ensure fairness and accessibility throughout our recruitment process for all candidates, including those with specific needs or disabilities. If you require an accommodation, please reach out to us at [e-mail]. This contact information is for accessibility requests only and cannot be used to inquire about the status of applications.

Kinaxis is committed to ensuring a fair and transparent recruitment process. We use artificial intelligence (AI) tools in the initial step of the recruitment process to compare submitted resumes against the job description to identify candidates whose education, experience, and skills most closely match the requirements of the role. After the initial screening, all subsequent decisions regarding your application, including final selection, are made by our human recruitment team. AI does not make any final hiring decisions.