Interim Director Financial Planning & Analysis

IMMEDIATE INTERIM OPPORTUNITY

Interim Director Financial Planning and Analysis

Reports: Vice President Finance

Duration: 3 Months

Location: Toronto

Hybrid Work (2 – 3 Days onsite)

The Opportunity

This is an exciting opportunity for an accomplished FP&A leader to step into a large, complex Canadian not-for-profit organization at a critical point in its annual financial planning cycle.

Following a recent departure, the organization requires an experienced Interim Director of Financial Planning & Analysis to provide immediate leadership to an established, high-performing team and successfully steer the organization through a complex and evolving budgeting process.

This is not a "blow it up and rebuild it" assignment. The foundations are strong, the team is capable, and significant work is already underway. The mandate is about bringing experienced, steady leadership, maintaining momentum and getting the very best from the people, processes, technology and financial information already in place.

A major focus will be optimizing the use of Excel, and existing financial reporting tools to provide stronger modelling, analysis and insight throughout the budgeting process. The successful interim will help ensure that a new budgeting approach and supporting technology are effectively embedded while giving senior leadership confidence in the integrity, quality and usefulness of the organization's financial information.

The Mandate

• The Interim Director, Financial Planning & Analysis will take immediate leadership of the FP&A function during a particularly important period for the organization.
• Key priorities will include:
• Lead and support an established, high-performing FP&A team through a period of leadership transition.
• Own and drive a critical organization-wide budgeting and forecasting process, ensuring key milestones, deliverables and timelines are achieved.
• Provide strong financial leadership as the organization works through a new budgeting process and associated technology.
• Optimize the use of Excel, Power BI and existing reporting platforms to strengthen financial modelling, analysis, reporting and decision support.
• Develop and enhance sophisticated financial models to support budgeting, forecasting, scenario planning and organizational decision-making.
• Ensure senior executives and operational leaders receive clear, timely and actionable financial information throughout the budgeting cycle.
• Support business leaders in understanding budgets, assumptions, variances, risks and financial implications across their respective areas.
• Bring together financial information across multiple entities and business areas, ensuring accurate and meaningful consolidated reporting.
• Identify practical opportunities to improve the use of existing systems and reporting capabilities without introducing unnecessary disruption or change.
• Maintain strong financial discipline and consistency across the budgeting and forecasting process.
• Partner closely with senior finance leadership and other organizational stakeholders, providing informed analysis, constructive challenge and practical financial advice.
• Coach and support the FP&A team, maintaining engagement, accountability and confidence during the transition.

Technology, Data & Insights

A key component of this assignment will be helping the organization get more value from its existing technology and financial information.

The successful interim will be comfortable working in a technology-enabled finance environment and will bring particular strength in:

• Advanced Excel-based financial modelling and analysis.
• Power BI dashboards, analytics and management reporting.
• Budgeting and forecasting systems.
• ERP and financial reporting platforms.
• Multi-entity financial reporting and consolidation.
• Scenario modelling and sensitivity analysis.
• Systems implementation, adoption and optimization.
• Translating complex financial data into meaningful management insight.
• The individual does not need to be a technology specialist. They do, however, need to understand how technology, data and financial modelling can be used to make FP&A faster, more insightful and more valuable to organizational decision makers.

What Success Looks Like

At the conclusion of the three-month assignment, the organization should have:

• Successfully navigated a critical budgeting cycle.
• Maintained stability, engagement and performance within an already strong FP&A team.
• Embedded and optimized the organization's new budgeting process and supporting technology.
• Increased confidence in budgeting, forecasting and management reporting.
• Improved financial modelling and scenario-planning capabilities.
• Better utilization of Excel, Power BI and existing financial reporting tools.
• Clearer consolidated reporting across a complex, multi-entity environment.
• Stronger financial insight available to senior leadership to support decision-making.
• A well-positioned FP&A function ready for the next stage of its development.

Ideal Background

The ideal candidate will bring:

• Significant experience leading Financial Planning & Analysis within a large, complex not-for-profit organization.
• Previous experience within the not-for-profit, healthcare, broader public sector, association, social services or another complex mission-driven environment.
• A recognized accounting designation, MBA in Finance or equivalent senior-level financial qualification and experience.
• Demonstrated experience leading and developing established finance and FP&A teams.
• Strong expertise in complex budgeting, forecasting and long-range financial planning.
• Advanced Excel financial modelling capabilities.
• Strong experience with Power BI and other management-reporting and visualization tools.
• Experience working with ERP, budgeting and financial reporting platforms, including system implementation, adoption or optimization.
• Experience with multi-entity environments and consolidated financial reporting is highly desirable.
• Strong analytical capability with the ability to move beyond reporting numbers to explaining what they mean and what leadership should do about them.
• Experience working with senior executives and operational leaders in organizations with multiple stakeholders, competing priorities and significant complexity.

This is an assignment for someone who can quickly establish credibility, support a strong team, roll up their sleeves when required and confidently navigate senior stakeholders through a complex budgeting process.

Above all, they will know how to use FP&A for what it should ultimately be: not simply producing budgets and reports, but giving leaders the financial insight, foresight and confidence to make better decisions.

PLEASE SEND YOUR CV (AS A WORD DOC) TO: Interim.Applications@LHHknightsbridge.com (Subject: Job Title)

LHH Knightsbridge Interim Management is a service to help our clients address a wide range of scenarios including leadership support due to sudden departures, driving key change initiatives or leading transformation projects. Our interim executives step in with minimal downtime to meet specific objectives and deliver results. All have held senior positions in the past and have now chosen to offer their unique depth and breadth of experience to organizations on a limited engagement basis.

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Lee Hecht Harrison Knightsbridge Corp. is committed to providing equitable treatment and accommodation to ensure a barrier-free recruitment process. In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act and our AODA policy, a request for accommodation will be accepted as part of the hiring process. If you require accommodation to apply or if selected to participate in an assessment process, please provide your accommodation needs in advance to the Recruitment Lead for this opportunity.

We thank all interested candidates in advance; however, only individuals selected for interviews will be contacted.

November 2026