Director, Financial Planning & Analysis (FP&A)

Questrade is on a mission to help Canadians to become much more financially successful and secure.

For nearly 30 years, Questrade Financial Group has been delivering on that mission through investing, banking, mortgages, and real estate. Together, we tilt finance in favour of ambitious Canadians, creating new ways for them to seize the financial future they deserve.

We're looking for people who are ready to enter their career inflection point. Mission-driven, exceptional folks that never settle. The work here is hard because the responsibility is real. If that's the standard you've been looking for, keep reading.

Req 4398

The return on your career investment

• Compensation and incentives built to reward the value you bring.
• RRSP matching of up to 6%.
• Health and wellness resources and programs, including $5,000 in mental health practitioner coverage.
• $5,000 in tuition subsidies for job-related courses, every year.
• 100% parental top-up, up to 26 weeks for birthing parents and 18 weeks for non-birthing parents.
• A hybrid environment, with at least three days in the office built for working together.
• Paid vacation, personal, and sick days.
• A community care day to give back to the causes you care about.

This job posting is for an existing vacancy

We’re looking for our next Director, FP&A.

The Director, Financial Planning & Analysis (FP&A) is a key leadership role within the Finance team, designed to deliver insightful financial information and strategic analysis to the Executive Team and Board of Directors. Contributing directly to the success of Questbank and Questrade Financial Group, this role leads the business case and investment process, budget and forecast functions, and comprehensive management reporting. The Director plays a pivotal role in tracking headcount investments and overall financial performance while leading precise, fact-based upfront analysis for upwards of $100MM in new yearly initiatives, ensuring alignment with both short- and long-term corporate strategic objectives.

The Mandate

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

• Leading the development, monitoring, and reporting for all business cases within the organization. Oversee precise and fact-based upfront analysis, ongoing monitoring, and reporting to the executive team for upwards of $100MM in new initiatives annually to ensure success.
• Directing and driving the preparation and consolidation of the annual budget and monthly rolling forecasts. Collaborate closely with division leaders to ensure all assumptions are tested and vetted properly, ownership exists at the division level, and consensus is gained to align on organizational goals.
• Leading the comprehensive monthly review of consolidated financials against the budget. Provide in-depth analysis to division leaders and the executive team focusing on KPIs, key ratios, and delivering value-added commentary on next steps to keep the company on track for its long-term strategic goals.
• Driving rigorous financial modeling for all acquisitions and special projects. Work closely with corporate development to ensure detailed and accurate models covering organic growth, acquisition-related growth, integration economics, income statements, balance sheets, cash flows, and covenants, enabling Senior Management to make informed decisions.
• Being responsible for all management reporting to division leads, the executive team, and the board (including Management Reports, Journey Reports, business KPIs, key ratios, corporate scorecards, and MD&A) against the budget, forecast, prior year, prior month, and the 5-year plan. Ensure consistency across corporate and business unit reporting.
• Serving as the primary FP&A system lead, driving continuous improvement and automation in financial processes, reporting frameworks, and data integrity.
• Partnering with senior leadership, Treasury, and Risk Management to ensure financial reporting consistency, liquidity tracking, and holistic strategic decision-making support.
• Structuring, managing, and mentoring the FP&A team to align with corporate requirements. Set clear performance objectives, provide regular feedback, and foster a high-performance culture.

You're ready for this mandate if you have the following qualifications:

• Have a Post-secondary degree/diploma in Finance, Accounting, Business, or a related field.
• Have a completed CPA or equivalent accounting designation
• Have 10+ years of experience in the financial industry
• Have 5+ years of experience in a similar FP&A role
• Have 5+ years in a management role
• Have advanced financial modeling, budgeting and analytical skills.
  
  

Nice to have

• Have experience in financial services, wealth management, or banking (highly beneficial for Questbank).
• Have experience with enterprise FP&A and ERP systems such as NetSuite or Oracle EPBCS (Hyperion)

Sounds like you? Click below to apply!

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Technology and AI

We mix human ingenuity with advanced technology. For ambitious builders like you, we provide the latest technology to enable your creativity. You'll have everything you need to build the best outcomes and products for our clients.

Diversity and Inclusion

At Questrade Financial Group of Companies, we’re committed to fostering a diverse, inclusive, and accessible work environment where individuals are treated with dignity and respect. Our global team reflects the diversity of the communities we serve and operate in.

Accessibility statement

Candidates selected for an interview are contacted directly. If you require accommodation during the recruitment or selection process, please let us know. We will work with you to meet your needs.

AI in hiring

Questrade Financial Group of companies Applicant Tracking System uses artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.