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
- Directeur FP&A analysant les données financières, budgets et prévisions chez Fresche Solutions, fournisseur de solutions logicielles. Soutien aux décisions stratégiques, à la tarification et aux opérations de fusions-acquisitions.
Responsibilities
- Perform detailed financial analyses to assess performance indicators and trends
- Ensure the accuracy and integrity of financial data across multiple business units
- Own the monthly close book to communicate results and analyses to executive management, the board of directors, and investors
- Design, refine, and maintain financial models and forecasting tools
- Lead the budgeting process by incorporating financial trends, market conditions, and strategic objectives
- Link financial data to operational and performance metrics across departments
- Prepare and review financial statements, reports, and metrics to ensure compliance with audit standards
- Provide strategic analyses to executives and department leaders
- Evaluate the profitability of business transactions to support pricing and sales
- Support due diligence efforts during mergers and acquisitions
- Promote best practices in financial data analysis and reporting
- Assess and introduce innovative AI-enabled 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
- Preferably experience in the technology, managed services, and/or professional services sectors
- Strong expertise in financial modeling, forecasting, and budgeting
- Good understanding of reconciliation techniques and data-matching methodologies
- Expert proficiency in Microsoft Excel, including advanced formulas, pivot tables, and macros
- Familiarity with data visualization tools such as Power BI, Tableau, or equivalents
- Ability to effectively use AI tools such as Claude
- Proven experience with ERP and financial systems, including NetSuite, Oracle, or MS Dynamics
- Ability to integrate data from multiple platforms
- Excellent analytical skills and the ability to synthesize large volumes of data into actionable insights
- Strong attention to detail and an audit-level approach to financial data accuracy and reporting
- Excellent communication skills to explain 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 strongly preferred
Benefits
- Excellent work-life balance
- Flexible hours
- Option to work from home or from one of the company offices
- Equal opportunity employer
- Diverse and inclusive work environment
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