Manager, FP&A

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. 
 
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
 
At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences. 

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What's in it for you as an employee of QFG?

• Health & wellbeing resources and programs 

• Paid vacation, personal, and sick days for work-life balance

• Competitive compensation and benefits packages

• Work-life balance in a hybrid environment with at least 3 days in office

• Career growth and development opportunities

• Opportunities to contribute to community causes

• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy.

We're looking for our next Manager, Financial Planning & Analysis. Could It Be You?

Working under the direction of the Senior Manager, Forecasting, the incumbent supports the Growth Portfolio team by executing budgeting, forecasting,  financial analysis, and management reporting on QFG's Growth Portfolio business.

This role will primarily support the financial analysis needs of the Growth Portfolio business and work closely with strategy, product, operations, and technology leads to develop business cases for new initiatives, and build forecasts and budgets to support the corporate FP&A processes. In addition, you will be standing up and executing the Growth Portfolio's monthly and quarterly management reporting processes to assess the KPIs and profitability of the initiatives.
This role is ideal for an ambitious and experienced professional who is excited about a role that offers an optimum balance of advanced financial modeling and close collaboration with the business.

Need more details? Keep reading…

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

• Preparation of business cases to assess financial decisions using various modeling methodologies, incl. statistical modeling, driver-based modeling, scenario analysis, and financial valuation methods

• Developing and maintaining robust forecast and budgeting models to support the recurring and adhoc FP&A processes

• Providing monthly and quarterly management reports to business leaders to track performance of business cases and operational results against budget

• Developing and presenting slide decks to business and finance leaders for the communication of analysis, budgets, forecasts, and financial results

• Partnering with Growth Portfolio, Strategy, and other cross functional teams to gather and discuss inputs for business cases and financial models 

• Pursuing continuous improvement in FP&A processes

• Leading and assisting with adhoc special projects within the FP&A team as they arise

So are YOU our next Manager, Financial Planning & Analysis? You are if you…

• Hold a post-secondary degree or equivalent in Accounting, Finance or a related field 

• Hold a CPA or CFA designation (or working towards one)

• Have 5+ years of progressive FP&A or Strategic Finance experience

• Have expertise in developing sophisticated financial models from scratch to assess feasibility of business decisions 

• Have proven ability to navigate complex stakeholder relationships, effectively managing conflicting demands and competing priorities

• Have excellent verbal and written communication skills, comfortable interacting with all levels of leadership

• Are proactive and results-driven

• Have advanced proficiency in Excel

Additional kudos if you…

• Have experience in the financial / investment industry

• Have experience with NetSuite, Oracle EPBCS, and Google Suite

Compensation Information:

• Base salary range: $115,000 - $125,000

• The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.

Sounds like you? Click below to apply

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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us. 

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

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