Director, FP&A

Who are we?

XNRGY Climate Systems is a private-equity–backed, hyper-growth North American manufacturer of custom air handling and liquid cooling systems engineered for the data center and AI infrastructure markets. With advanced manufacturing operations in Mesa, Arizona and Saint-Hubert, Québec, XNRGY is scaling rapidly to meet unprecedented demand for mission-critical thermal management at the heart of the digital economy.

The Company competes in one of the most dynamic segments of the critical infrastructure landscape, combining engineering-led product development with a disciplined, capital-efficient operating model. As XNRGY scales, financial rigor around cash, capital allocation, margin, and working capital is central to sustaining profitable growth and delivering on commitments to the Board and investors.

The Director holds the pen on income statement and margin analysis across the commercial pipeline, from the cost build inside the quotation tool through to delivered project margin. Reporting to the Senior Vice President, FP&A, the role sits between Application Engineering, Strategic Sourcing, and Sales at the precise point where margin is won or lost, and carries the standing to determine that a bid is not yet ready to be submitted.

Alongside the deal-by-deal work, the role owns the commercial half of the annual operating budget — the gross margin, pricing, and standard cost assumptions on which the plan rests.

This is a build mandate rather than a reporting seat. The successful candidate will design the governance framework, the review cadence, and the analytical standards from a blank sheet, with visible impact on the profitability of a rapidly scaling business.

• Own and administer formal finance review and sign-off of the pricing and quotation tool, establishing a scheduled, owned process in place of ad hoc review.
• Define review thresholds, calendar, and turnaround standards in partnership with Sales and Operations, so that governance improves bid quality without becoming a constraint on bid timing.
• Build and maintain the bid review standard covering direct material, labour, scrap factor, contingency, freight, tariff, subcontract, and overhead assumptions, validated against current supplier quotations.
• Serve as the principal finance partner to Application Engineering on cost assumptions, unit economics, and sign-off, including normalised metrics that allow comparison across opportunities.
• Challenge cost assumptions constructively and identify margin improvement opportunities before a quotation is submitted.
• Reconcile awarded purchase orders and executed contracts back to the quotation tool to confirm that quoted and committed costs agree.

• Own project-based margin analysis for major customer programs, tracking margin from quotation through production to delivery.
• Develop cost bridges explaining margin movement by driver — supplier pricing, commodities, tariffs, freight, engineering change, volume, and manufacturing assumptions.
• Quantify the cost and margin impact of customer- and engineering-driven scope changes, ensuring the increment is captured through change management and communicated to Sales so that customer pricing can be adjusted.
• Identify emerging margin risk on live programs early enough for corrective action, with defined ownership and timing.
• Conduct post-project reviews comparing estimated to actual cost and drive the findings into the next quotation cycle.

• Own the gross margin, pricing, and product cost assumptions within the annual operating budget working to the budget calendar, templates, and submission standards set by FP&A.
• Lead the annual…