Personal Finance Advisor advising Desjardins members and businesses on investments, loans, insurance, and integrated financial strategies. Building trusted relationships and supporting community outreach.
About the role
- FP&A Director analyzing financial data, building forecasts, and supporting strategic decisions at Fresche Solutions, a technology services company. Leading budgeting, reporting, pricing support, and M&A due diligence across business units.
Responsibilities
- Conduct detailed financial analysis of key performance metrics and trends across multiple business units
- Own the monthly close Book used to communicate results and analysis to Executive leadership, the Board, and investors
- Build, refine, and maintain financial models and forecasting tools aligned with business objectives and growth strategies
- Lead the budgeting process using financial trends, market conditions, and strategic objectives
- Collaborate across departments to link financial data with operational and performance metrics
- Prepare and review financial statements, reports, and metrics for audit compliance and accuracy
- Provide strategic financial insights to executives and department heads for planning and decision-making
- Support sales transaction profitability evaluations on an ad hoc basis
- Support M&A due diligence efforts when necessary
- Drive adoption of best practices in financial data analytics and reporting
- Evaluate and introduce AI-enabled data tools and technologies to automate analysis and forecasting
Requirements
- Bachelor’s degree in finance, Accounting, Economics, or a related field
- Minimum 3–5 years of experience specifically in FP&A, financial modeling, or data analysis
- Experience preferably in the tech, managed services, and/or professional services industry
- Strong proficiency in financial modeling, forecasting, and budgeting
- Keen understanding of data bridging techniques
- Expert-level proficiency in Microsoft Excel, including advanced formulas, pivot tables, and macros
- Familiarity with data visualization tools such as Power BI, Tableau, or similar
- Ability to effectively utilize AI tools such as Claude to repetitively produce desired outcomes
- Proven experience with ERP and financial systems such as NetSuite, Oracle, or MS Dynamics
- Ability to integrate data from different platforms
- Strong analytical skills and ability to synthesize large datasets into actionable insights
- Attention to detail and audit-level approach to financial data accuracy and reporting
- Excellent communication skills for conveying complex financial concepts to non-financial stakeholders, executives, and investors
- Ability to work independently, manage competing priorities, and meet deadlines in a fast-paced environment
- MBA highly preferred
Benefits
- Great work-life balance
- Flexible hours
- Option to work from home or in one of Fresche Solutions’ offices
- Diverse and inclusive workplace
- Equal opportunity employer
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