Manager, Financial Planning & Analysis

Job Location : Montreal OR Toronto

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions.

Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market.

Purpose Unlimited's businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Responsibilities :

• Reporting to the VP Finance, you will lead complex analysis for Purpose Unlimited and its subsidiaries. You will work cross-functionally with leaders in a fast-paced environment to produce key insights for senior management to help guide decision-making and the strategic direction of the business
• Critical senior role in the finance team providing leadership to the financial planning and analysis team.
• Responsible for the annual budget / forecast / strategic process including development of long-term forecasting models by operating segment, and various scenario analysis.
• Produce reports to support the strategic direction of Purpose's business segments including profitability, unit economics, project return on investment, liquidity and working capital analysis.
• Responsible for monthly and quarterly Management and Board of Directors business updates.
• Develop and maintain key performance indicators (KPIs) and associated weekly reporting and commentary to senior management.
• Responsible for forecasting short term cash flow projections and help managing cash positions across the Company's subsidiaries.
• Support business initiatives with financial analysis to understand project / product profitability.
• Support due diligence and data request from lenders and investors, in conjunction with the Purpose Unlimited Corporate Development group.
• Perform ad hoc reporting, analysis and projects as required.
• Interacting with senior executives across Purpose Unlimited, Purpose Investments, Advisor Solutions by Purpose and Driven
• Ensure best practices are employed within the finance department, playing an active role in designing and implementing new processes within a culture of continuous improvement.
• Oversee, train and develop the finance team.

Qualifications

• Bachelor's degree in Business Management, Finance, Accounting, or related field.
• Master's degree and / or CPA / CFA preferred.
• Experience in a senior finance position, with a proven ability to build strong, collaborative relationships throughout the organization at both senior and junior levels.
• Ability to communicate results in a coherent and timely manner to senior executives within the organization.
• Strong leadership skills and business acumen.
• Outstanding integrity, solid moral judgment, and the ability to make important decisions under pressure.
• Proficiency in Microsoft Suite and other business software.
• Strong interpersonal skills with the ability to successfully foster new and maintain long-standing business relationships.
• Excellent communication skills, both orally and written.
• Ability to multitask, prioritize and delegate responsibilities in an effective and efficient manner.
• Expertise in problem solving, analytical thinking, and decision-making.

Why should you join us?

• We are one of Canada's Top Small & Medium Employers '2023 & 2024.
• We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
• We believe in a flexible work structure - A flexible hybrid work model that empowers you to do your best work whether at home or the office.
• We care about your rewards - Competitive compensation including equity program.
• We care about your health - comprehensive group health and dental benefits and life insurance at little to no cost to you, We also offer a Lifestyle Spending Account for all your wellness needs.
• We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
• We care about your family - Paid parental leave for eligible employees with a top-up.
• We care about your future - Generous Group RRSP matching and an optional TFSA program.
• We care about your development - We offer training opportunities and tuition support year-round.

Purpose Unlimited is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates.

We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at PeopleCultureT redacted

We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

Other details

Pay Type Salary

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