Head of FP&A

Synopsis of the role

Equifax Canada is looking for a Head of Financial Planning & Analysis (FP&A) to lead a dynamic finance team and play a critical role in driving financial performance and strategic decision-making.  The ideal candidate will have strong FP&A leadership experience within the FI and Tech sector and a professional accounting designation.  Reporting to the Canada CFO, you will be responsible for leading the FP&A team, overseeing financial forecasting, budgeting, and analysis, and providing actionable insights to senior leadership. You will act as a key business partner, translating financial data into strategic recommendations that support the company's growth objectives. You will interact frequently with the Canadian Leadership Team (CLT) to deliver financial information and insights in a concise and relevant manner to feed effective decision-making, while cultivating and maintaining strong relationships.

You will evaluate profitability by Line of Business, capital allocation projects and overall profit and loss results in support of long-term planning and execution, as well as lead a team of finance professionals, setting strategic direction, and ensuring the execution of deliverables.

You will report directly into the CFO of Equifax Canada and manage a team of 8-10 individuals

What you will do

Reporting & Analysis

• Report on monthly, quarterly and annual results to the CLT, Corporate and International Finance teams identifying trends and explaining variance from expectations or targets. 

• Conduct in-depth financial analysis, identifying key trends, variances, and risks, and present findings to executive management.

• Develop and monitor key performance indicators (KPIs) to track business performance and provide insights for operational improvements.

• Prepare comprehensive financial reports, presentations, and dashboards for Canadian and Corporate stakeholders.
   

Planning & Forecasting

• Oversee the development and execution of annual budgets, long-range strategic plans, and periodic financial forecasts.

• Partner with business leaders to translate strategic initiatives, market trends, and operational drivers into financial forecast.

• Provide support and guidance to senior management during the budget process.

• Oversee development of scenario planning and “what -if” analysis to assess the financial impact of different strategic options.

Strategic Projects

• Lead development of business cases for capital expenditures and other key initiatives.

• Work closely with senior management in developing and implementing strategic plans including financial analysis and due diligence related to strategic investments, partnerships, M&A, and new business lines

• Provide updates on performance of strategic initiatives against plan
   

Profitability Analysis

• Support commercial planning and analysis including revenue recognition, contract and pipeline reviews.

• Partner with various functions to understand their financial needs and provide analytical support for strategic initiatives and business decisions.

• Work closely with all levels of Management to identify opportunities to improve profitability and reduce costs.
   

Employee Management

• Lead and manage the FP&A team, fostering a culture of high performance and continuous improvement.

• Drive process improvements and efficiency within the FP&A function, leveraging financial systems and tools and AI

What experience you need

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.

• Possess a financial designation (e.g. CFA or CPA). An MBA from a highly rated University will be a plus

• Minimum of 10 years of progressive FP&A or related experience in a finance, data or tech environment; preferably with global/cross-border experience

• At least 5 years in a leadership or management role.

• Strong understanding of financial modeling, forecasting, budgeting, and variance analysis.

• Proven ability to translate complex financial data into clear, concise, and actionable insights.

• Advanced proficiency in Microsoft Excel and financial planning software, Hyperion Essbase. 

• Excellent data analysis skills with ability to extract meaningful insights; familiarity with Hyperion, Oracle Projects and/or OBI (Business Intelligence Objects).

• Strong communication and presentation skills, with the ability to effectively interact with all levels of the organization.

• Demonstrated ability to lead, mentor, and develop a high-performing team.

• Experience in a fast-paced, dynamic environment.

• Ability to manage multiple priorities and meet tight deadlines.

What could set you apart

• Demonstrated and progressive leadership working in finance at large public listed companies

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