Job Description

Description :
The Director, Financial Planning & Analysis, (FP&A) is responsible for leading the analysis, planning/forecasting, and budget reporting across the organization. This includes, leading the budget process and preparing financial forecasts and budget to actuals on a recurring basis. The position is accountable for preparing variance analysis and identifying trends month-over-month. This individual will possess strong attention to detail, excellent communication skills, and will be a team player in assisting the Finance Team.
As a Director, Financial Planning & Analysis, (FP&A), YOU will experience:

• Working within one of the safest organizations in the industry where your safety and well-being are our most important priority
• Working for the best in class equipment dealer and with the premium Caterpillar brand
• Opportunities to continuously Learn, Grow and Develop with our Toromont team through our internal Training teams that are geared for your success
• Competitive total rewards including: wages, benefits, and premiums (as eligible)
• An opportunity for flexible work schedules and opportunities across multiple locations across Eastern Canada

In a typical day, YOU will experience:

• Oversee and develop the preparation of the annual budget, rolling forecasts, 3 year forecast, and monthly milestones for each department
• Produce error-free accounting reports for budget to actual variances on a monthly basis
• Lead the annual forecasting process including providing updated projections, highlighting risks and opportunities, and overseeing the preparation of materials sent to the C-level team
• Act as a key liaison between Finance and other departments for budgetary and financial matters including preparing specific information for each leadership team member
• Identify enhancement opportunities for system functionality, process enhancements, and automation to improve efficiency and the quality of deliverables
• Implement budgeting software system to be used across the organization
• Assist with the preparation of monthly performance slides including detailed overview of departmental performance and commentary
• Ensure accuracy of departmental, divisional, and entity specific reports and provide what if analysis for key stakeholders
• Assist leadership team with any financial analysis assigned
• Develop and build out an FP&A function focusing on people, systems, and processes
• Mentorship and Coaching - Supervise and coach the FP&A team ensuring their continued professional growth

Must-haves for this role:

• Experience building out an FP&A team focusing on people, systems, and processes
• Must have Bachelor or Business Administration degree or MBA with a minimum of 5 years relevant experience in a FP&A role

• Must be designated CPA
• Advanced financial modelling skills
• Experience working with ERP and CRM systems building custom reports
• Strong attention to detail, analytical, and problem-solving skills
• Ability to work in a fast-paced, deadline driven environment
• Results-oriented professional with a curious mindset
• Possess strong written & verbal communication skills, interpersonal skills, ability to work independently, ability to work with a team, critical thinking, and organization skills

About Toromont Cat
With over 7,000 employees and 56 locations from Manitoba to Newfoundland, Toromont Cat has a proven track record, industry knowledge, dealership infrastructure, and service mindset to ensure our Construction, Mining, and Power Generation customers succeed. At Toromont Cat, work is built around people's strengths, our products, technology and an outstanding customer experience and through our strong partnership with Caterpillar (TM), Toromont Cat takes care of our employees who take care of our customers! When you join our team, you become a member of the Toromont family. Your success is our success!

Skills Required