Head of Financial Planning & Analysis

Overview

Position Title:

Head, Financial Planning and Analysis

Location:

Downtown Toronto (primarily in office)

Our client is a well-established and highly respected organization within the financial services sector.

The Head of Financial Planning and Analysis (FP&A) is a strategic enterprise leader responsible for advancing the company’s financial strategy and operational excellence. This role leads enterprise-wide financial planning, forecasting, and performance analysis, delivering insights that inform executive decision-making and resource allocation.

With deep financial acumen, strategic foresight, and a collaborative mindset, the Head of FP&A acts as a trusted advisor to senior leaders and cross-functional partners. The incumbent translates complex financial data into actionable insights that drive long-term value creation and supports the attainment of strategic priorities.

• Lead the integration of cost management into strategic planning, ensuring business leaders have actionable insights.
• Oversee/lead financial modeling, forecasting, and performance analysis across the enterprise.
• Develop and maintain KPIs and dashboards to monitor and improve business outcomes.
• Enhance financial systems and tools (e.g., Adaptive Insights, Workday) to support automation and real-time analytics.
• Shape executive decision-making by delivering compelling financial narratives and strategic recommendations to senior leadership, clients, and the Board.
• Promote cost efficiency and financial discipline to improve budgeting and resource allocation.
• Collaborate with internal stakeholders to ensure transparency in cost allocation and financial reporting.
• Lead the development of annual budgets, multi-year financial plans, and rolling forecasts.
• Translate benchmarking insights into strategic recommendations that inform capital allocation, cost optimization, and long-term planning.
• Manage cost allocation process and client reporting, including education on financial metrics.
• Lead and develop a team of four FP&A professionals, fostering cross-functional collaboration with investments and other corporate functions to drive enterprise-wide financial excellence.

• Strategic Insight
  :
  Aligns financial planning with the company’s business model and market dynamics, anticipating risks and opportunities to guide proactive decisions.
• Commercial Acumen
  :
  Thinks beyond numbers; understands drivers of cost, and value. Advises on investment decisions, and resource allocation. Balances financial rigor with business opportunity.
• Collaborative Influence
  :
  Builds strong relationships across business and functions (e.g., investment teams operations, HR, IT). Acts as a trusted advisor to business leaders. Influences decisions through data-driven storytelling and credibility.
• Communication
  :
  Communicates complex financial concepts clearly to non-finance stakeholders. Tailors messaging to different audiences (executives, managers, clients). Facilitates discussions that lead to informed decisions.
• Transformational Leadership
  :
  Anticipates risks and opportunities before they materialize. Identifies inefficiencies and proposes solutions. Champions financial transformation initiatives, including automation, predictive analytics, and process redesign to elevate financial agility.

• Minimum of 10 years of experience in financial planning and analysis, with at least two years in a managerial role.
• Experience in asset management or financial services.
• Superior communication and relationship building skills.
• Proven ability to present complex financial information to varied audiences.
• Demonstrated success in managing internal and external stakeholders.
• Proficiency in corporate finance applications (Workday and Adaptive Insights) and business applications (Microsoft Excel, PowerPoint, and Word).
• Familiarity with business intelligence tools.
• Strong knowledge of accounting principles and practices.
• Relevant educational qualifications including an MBA or accounting designation and possibly a CFA.

Those interested in learning more about this exciting leadership opportunity should contact Melanie Barbieri, Senior Consultant: melanie.

About LHH Knightsbridge –

LHH helps organizations simplify the complexity associated with transforming their leadership and workforce so they can accelerate results, with less risk.