Position Summary
Our client is a growth-focused organization seeking a Vice President, Finance to join its executive leadership team. The role is based in Oakville, Ontario. This leader owns financial strategy, capital structure, and profitable growth. They act as a trusted partner to the CEO, CFO, Board and investors, and lead FP&A, corporate strategy, corporate development and M&A. They also work with commercial, operations and technology teams to turn financial insight into decisions on pricing, investment and M&A.
Key Responsibilities
Strategic Leadership & Executive Partnering
- Partner with the CEO, CFO and executive team to shape multi-year strategy, capital allocation and corporate scorecards.
- Align executive incentives with free cash flow and EBITDA milestones.
- Build quantitative business cases, including payback analyses and market and commercial sizing, for major investments, new service lines and platform or infrastructure modernization.
- Support Board authorization of large investments with clear financial models and go-to-market cases.
Capital Structure, Treasury & M&A
- Lead debt and equity financing, refinancing and capital structure work, including covenant compliance frameworks, liquidity stress-testing and 13-week cash flow forecasting.
- Direct sell-side readiness: normalized Quality of Earnings (QoE) bridges, pro forma EBITDA adjustments, working capital targets and virtual data room preparation.
- Own acquisitions end to end: valuation, financial due diligence, deal close and post-merger integration.
- Build and review valuation and transaction models (three-statement, DCF, LBO, precedent transactions, trading multiples).
- Assess restructuring and recapitalization options, including unit economics, overhead rationalization and debt capacity.
FP&A, Reporting & Analytics
- Run annual budgeting, long-range planning and monthly rolling forecasts.
- Standardize C-suite, Board and sponsor reporting, including Monthly Business Reviews (MBRs), EBITDA bridges and operational KPIs.
- Build executive dashboards for real-time KPI tracking, and set data governance and integrity standards across ERP and CRM systems.
- Lead the financial modeling and rollout of AI and predictive analytics tools, quantifying efficiency gains, productivity lifts and cost takeout.
Commercial Finance & Pricing
- Work with Sales leadership on pricing models, pricing floors and profitability guardrails, and on pipeline and sales reporting.
- Redesign variable commission and incentive compensation plans.
- Formalize contractual price escalation schedules and model multi-year renewals to protect margin.
- Evaluate and structure strategic partnerships and commercial alliances, including ROI modeling and revenue-sharing frameworks.
- Evaluate facility and operational footprint consolidation to reduce recurring overhead.
Accounting & Governance
- Ensure financial reporting complies with US GAAP and IFRS.
- Prepare executive and Audit Committee packages.
- Bring audit-level rigor to financial governance and compliance.
Team Leadership
- Lead, mentor and develop the FP&A team and wider finance staff.
- Provide high-visibility decision support to the CEO, CFO and investors.
Qualifications & Experience
Education & Credentials
- Honours bachelor's degree in science, finance, accounting or a related field.
Experience
- Senior finance leadership experience, acting as a close partner to the CEO, CFO and Board.
- Experience in private equity-backed, SaaS/FinTech or tech-enabled services environments, including sponsor reporting and governance.
- Hands-on M&A experience: sell-side readiness, due diligence, valuation and post-merger integration.
- Capital markets and lending experience: leading a major credit facility refinancing, covenant management and liquidity forecasting.
- Commercial finance experience: pricing strategy, incentive compensation design and contract economics.
- Experience quantifying and rolling out AI or predictive analytics initiatives.
- FP&A leadership: has led an FP&A team of 7 and supported CEO, CFO and investor decision-making, and has supervised teams of 3 to 20 staff.
- Background in public accounting, including financial audit under US GAAP and IFRS and transaction due diligence.
- Experience across technology, retail, manufacturing and financial services.
- Scale: has worked on transactions and programs of real size, such as a $300M senior credit facility refinancing, investment cases of $50M+, or due diligence on targets from $20M to $1B+.
Core Competencies
- Strategic financial planning and business case development.
- Private equity governance, Board and business reporting.
- M&A readiness, valuation, diligence and integration.
- Commercial sales finance, pricing and compensation structuring.
- AI and predictive analytics rollout, with data governance across ERP and CRM systems.
- Clear communication of complex financial narratives to the Board, executives and non-financial stakeholders.
