Director, Corporate Fp&A

About the CompanyOur client is a leading capital markets organization. They are looking for a Director, Corporate FP&A who will be responsible for leading the Corporate FP&A team responsible for enterprise planning, while also playing a key role in supporting Finance Business Partnering (FBP) teams.
In this leadership role, you empower financially sound planning and decision-making throughout the organization. You do this by spreading financial acumen, telling compelling, data-driven stories to spur action, bridging the knowledge gap between Finance and Operations, and assisting in the creation of FP&A decision-support tools. You will simplify FP&A analysis into easily digestible business logic and take a more technology-guided and teaching-focused approach to business partnering, enabling decision-makers to make sound financial decisions more independently
Why Work Here
High visibility with CEO, CFO and Board
Enterprise-wide impact as acquisitions has outpaced finance processes
This hire would ideally hit VPs succession map
Exposure to investor relations and strategic finance
About the OpportunityEnterprise Planning
Ownership of forecasting and annual business planning across the group, including:
Coordination of timelines and assumption alignment across business units
Multi-stage reviews with senior leadership
Creation of final presentations for the Board of Directors
Ownership of Adaptive Planning (Workday Planning tool)
Lead the corporate target-setting process to optimize investment allocation while establishing achievable and stretch performance targets that drive desired behaviours and outcomes
Ownership of the long-term strategic forecast model used in the annual strategic planning process and longer-term modelling
Conduct business analysis on key enterprise performance drivers (e.G., headcount, profitability)
Corporate Performance Reporting
Accountable for corporate performance reporting to senior management and the Board of Directors, with a focus on forward-looking, actionable insights
Responsible for content creation, key messaging, and performance insights
Lead presentations of results to the Operating Committee
Accountable for operating segment reporting in external financial statements and MD&A
Partner closely with Investor Relations to synthesize monthly performance data into:
Quarterly earnings scripts
Q&A preparation materials
Analyst consensus models
Investor presentation metrics
Prepare supplementary schedules and analyze/proof quarterly and annual MD&A, press releases, Investor Relations presentations, and communications with shareholders and analysts
Partner closely with other Finance leaders and teams to improve data capture and GL reporting structures and optimize straight-through processing
Ownership of incentive plan performance measurement and associated liabilities across TMX;
contribute to the design of incentive plans in partnership with HR
Enterprise Portfolio Governance
Oversee and recommend processes for annual and in-year discretionary investment allocations that balance governance, transparency, and business outcomes in alignment with TMX's growth strategy
Facilitate transparency for material new initiatives outside approved budgets to support CEO, CFO, and SMT approval decisions
Partner with the PMO and Integration Management Office on overall project governance and tracking
Co-owner of company-wide policies, including the TMX Expenditure and Budget Authorization Policy
Cost Allocation (Shared Services) Model
Ownership of the enterprise-wide cost allocation framework across legal entities and operating segments
Lead the design and structure of the model, including:
Tools
Principles
Governance
Regulatory compliance
Tax compliance
Provide detailed transparency to senior management and Business Unit FBPs regarding key drivers and outcomes, with a focus on understanding value delivery and influencing shared services costs
Provide variance analysis (budget vs. actual, prior period comparisons, etc.) in a manner that is easily understood by senior management
Support FBPs in stakeholder discussions to improve confidence in model integrity
Partner closely with team members to enhance data capture and GL reporting structures and improve straight-through processing
Conduct business analysis on key enterprise cost drivers
Enhance the rigour and control framework surrounding model updates and design
Build flexibility and adaptability into the model to accommodate a rapidly evolving corporate structure, including M&A activity
Collaborate with external auditors during quarterly reviews and annual audits
Improve efficiency of model updates and monthly/quarterly journal entries through automation where possible
Develop a roadmap for the next generation of the model and framework
Other
Ownership of quarterly and annual goodwill impairment testing and valuation processes, including:
Alignment with strategic plans
Input into external disclosure requirements
Partner with Corporate Strategy and Strategic Finance teams to advance enterprise analysis and insight generation
Champion and participate in knowledge-sharing forums for FBPs and FP&A professionals to exchange best practices on educating business leaders through FP&A decision-support processes
Assist in defining success criteria for FP&A tools and establishing measurable business and technical metrics to monitor utilization and quality
About You
CPA designation
10-15+ years of progressive finance experience
Strong organizational, analytical, and conceptual skills, with the ability to operate both strategically and in the details
Ability to work effectively across organizational boundaries and foster a collaborative, team-based environment with employees and leaders at all levels
Salary Range$160,000 - $180,000/year
You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity.
The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.
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