Director, Financial Planning – Analysis

Role Overview

• Drive annual budget process across all channels and departments.
• Lead the monthly forecast process, proactively identifying forecast opportunities and risks.
• Identify and implement process improvements with an AI-first mindset, reimagining the way the team works to drive efficiencies and better insights.
• Develop strong partnerships with business leaders to understand key operational drivers and deliver clear, actionable financial insights.
• Partner with Business Development to provide financial modeling and analysis on new business opportunities.
• Support fleet management with financial analysis, including ROIC analysis on capital investments.
• Leverage technology to evaluate and extract data that informs decision-making.
• Build, lead, and develop an efficient, high-performing FP&A team.

Requirements

• A Bachelor’s degree in Finance or a related field; MBA and/or CPA preferred.
• 10+ years of progressively responsible FP&A experience.
• Demonstrated ability to use AI tools to improve processes and automate workflows — you can clearly articulate the opportunities AI presents and have concrete wins to show for it.
• Strong command of corporate finance and accounting principles, with the ability to translate complex concepts clearly for non-financial audiences. You move comfortably between the P&L, Balance Sheet, and Statement of Cash Flows and understand how they interact.
• An advanced proficiency with Microsoft Office (Excel, Word, Outlook, PowerPoint).
• Experience in a multi-unit retailer environment with an online presence.
• Analytical and quantitative at your core — you've built complex financial models from scratch and can bring financial dimension to ambiguous problems.
• A track record of building and developing high-performing teams, with strong workflow management and the ability to keep deliverables on track across a team.
• You are accurate and are able to put processes in place to ensure that financial information is presented correctly across your team.
• Excellent presentation and communication skills, with experience leading larger group meetings and presenting to senior leadership.
• You are intensely curious and have a proactive approach, digging deep to understand business processes, to uncover solutions to problems, and to connect financial information to the operations of the business.
• Multiple budget cycles under your belt, with a clear perspective on what works, what doesn't, and how to guide an organization through the process while keeping it on schedule.
• You are a player-coach leader who is equally comfortable building models and synthesizing analysis as delegating and developing team members — this role will have you rolling up your sleeves and producing work, not just overseeing it.
• You have developed key expertise in utilizing and improving financial planning and reporting systems.
• You have demonstrated the ability to influence and drive leadership decisions and tangible outcomes.

Benefits

• Executive Access: Work directly with brand CEOs and senior leadership, solving real business problems and earning mentorship from top operators.
• AI-First Skill Building: Get hands-on with the most advanced AI tools in the market. From automation to prompt engineering, you’ll build a modern tech stack that sets you apart in any industry.
• Accelerated Career Path: High performers are quickly entrusted with greater responsibility, new challenges, and leadership opportunities across our portfolio of brands.
• Competitive benefits: Paid time off policies, 401(k)/RRSP match, medical/dental/vision and a variety of supplemental policies, and employee discounts at our portfolio companies.