We're partnering with a highly respected financial services organization seeking a Director of FP&A to lead income statement forecasting, legal entity projections, and cross-functional financial planning initiatives and make an immediate impact.
You'll influence enterprise-wide financial strategy, help shape capital and forecasting decisions, and serve as a trusted business partner to senior leadership
This is a highly visible leadership role where you'll work alongside Capital, Tax, Accounting, Treasury, Actuarial, and Executive Finance leaders to influence critical business decisions.
Responsibilities:
• Lead income statement and legal entity forecasting across a complex financial services organization.
• Drive financial projections supporting capital planning, tax forecasting, and strategic decision-making.
• Analyze forecast assumptions, run rates, emerging trends, and actual-to-forecast performance.
• Partner with Accounting, Treasury, Tax, Capital, and Actuarial teams to ensure consistency across financial projections.
• Identify key risks, opportunities, and business drivers while presenting actionable insights to senior leadership.
• Strengthen forecasting processes, governance, and financial controls.
• Lead and mentor a Senior Financial Analyst while helping elevate the FP&A function.
Qualifications:
-7+ years of progressive experience in FP&A, actuarial, accounting, consulting, or strategic finance.
-Strong knowledge of statutory reporting, legal entity forecasting and capital planning
-Experience within asset-intensive financial services environments.
-Strong analytical skills with the ability to translate complex financial data into executive-level insights.
-A collaborative leadership style with experience partnering across Finance, Tax, Treasury, Accounting, Capital, and Actuarial teams.
-CPA, CFA, ASA/FSA, MBA, or other advanced credentials are highly valued.
Director, FP&A | Global Financial Services • Toronto, ON, United States
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