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FP&A Manager

  • Montreal, QC, Canada

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Job details

Posting language
English
Posted

Original job description

Position Overview:

We are looking for a qualified finance professional to join the Financial Planning & Analysis team at Squarepoint, a leading quantitative investment manager. The individual should have a strong understanding of FP&A principles and financial modelling, as well as experience working with Enterprise Performance Management tools, ideally Workday Adaptive Planning or a similar platform. The role will support the delivery of three-statement financial and non-financial modelling, planning and analysis, with outputs that directly inform strategic decision-making by leadership and the wider finance team.

This is a hands-on role suited to someone who is passionate about FP&A, interested in financial modelling and planning systems, and excited by the opportunity to grow within a high performing function. The role offers the opportunity to make a real and lasting impact through high-quality modelling, analysis and process improvement.

  • Support, and where appropriate help lead, the development of new planning models as the FP&A function expands into different parts of the business.
  • Maintain and enhance existing three-statement financial planning models within the EPM platform.
  • Apply financial modelling principles to develop, improve and maintain models used for forecasting, planning, analysis and strategic decision-making.
  • Assist with the preparation of financial models and business cases to evaluate potential investments, initiatives and strategic decisions.
  • Work with stakeholders across the business to source forecast inputs, loading and validating these within the planning system in an accurate and timely manner.
  • Sense check model outputs and underlying data to identify, investigate and resolve errors, ensuring the integrity of outputs.
  • Analyse financial and non-financial outputs and their key drivers, presenting insights back to stakeholders in a clear and actionable way to support decision-making and drive action.
  • Support the development of EPM data integrations, planning models and reporting outputs.
  • Use LLM tools and other technologies to improve processes, increase efficiency and support problem-solving.

Required Qualifications:

  •  Relevant experience in an FP&A, finance, planning or similar analytical role, with a strong understanding of financial modelling principles.
  • Experience building, maintaining or improving financial models, ideally including three-statement financial models.
  • Experience using an Enterprise Performance Management tool such as Workday Adaptive Planning, Anaplan or Vena.
  • Proficiency in Microsoft Office, particularly Excel.
  • Familiarity with LLM tools in either a professional or personal context.
  • Strong communication skills with the ability to build and maintain professional relationships across all levels of the business.
  • High personal standards, strong attention to detail and a desire to exceed expectations.
  • An independent mindset, with the confidence to challenge existing processes and propose improvements.
  • A well-structured, proactive work ethic with the ability to work under pressure and manage deadlines in a fast-paced environment.
  • A curious mindset and a natural interest in understanding the wider business.
  • Open to technology and motivated to find ways to streamline and improve processes.
  • Experience building business cases and financial models to support investments, initiatives or strategic decisions would be advantageous.
  • Experience with data visualisation, including graphs and dashboards, would be advantageous.
  • A general understanding of a programming language such as SQL, Python or M would be beneficial but is not essential.
More about this job

Responsibilities

The role involves developing and maintaining three-statement financial models and planning processes within an EPM platform to inform strategic decision-making. It also requires collaborating with stakeholders to source forecast inputs and utilizing LLM tools to improve operational efficiency.

Requirements

Candidates need professional experience in FP&A or a similar analytical role with proficiency in financial modelling and EPM tools like Workday Adaptive Planning. Strong communication skills and a proactive mindset are required, while knowledge of SQL or Python is considered beneficial.

Skills

  • Financial Planning & Analysis
  • Financial Modelling
  • Three-Statement Modelling
  • Workday Adaptive Planning
  • Microsoft Excel
  • LLM Tools
  • Business Case Development
  • Data Visualisation
  • SQL
  • Python
  • Strategic Decision-Making
  • Forecasting
  • Stakeholder Management
  • Process Improvement
  • Data Integration

Visa sponsorship

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Categories

  • Finance & Accounting
  • Data & Analytics
  • Management & Leadership

Keywords

  • FP&A
  • Financial Modelling
  • Workday Adaptive Planning
  • Anaplan
  • Vena
  • Three-Statement Model
  • EPM
  • LLM
  • SQL
  • Python
  • M
  • Quantitative Investment
  • Business Case
  • Forecasting
  • Data Visualisation
  • Strategic Planning
  • Finance

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