Financial Planning & Analysis Manager

Company Overview

Established in 1984, Stagevision is Canada's largest Canadian-owned audiovisual and event production company. Known for blending technical expertise with creativity, Stagevision handles every aspect of event production, from corporate meetings to large-scale conferences. With over 40 years of experience, the company delivers tailored solutions using innovative technology, ensuring transparency, collaboration, and flawless execution. Stagevision's team of professionals specializes in audiovisual solutions, lighting design, stage management, and virtual integration to create impactful in-person, virtual, and hybrid experiences. Recently, Toronto-based Banyan Capital Partners invested in Stagevision to accelerate its continued growth.

Position Overview

The Financial Planning & Analysis Manager will play a critical role in driving financial and operational insight across the organization. Reporting directly to the CFO, this individual will own the company’s reporting, forecasting, and planning processes, and partner with senior management to support growth, capital allocation, and strategic decision-making.

This is a hands-on, high-impact role requiring strong data analysis and financial modeling capabilities, business acumen, and the ability to translate complex data into actionable insights for senior leadership and private equity ownership.

Responsibilities

Financial & Operational Reporting

• Own and produce all recurring financial and operational reporting, including monthly management reporting packages, location-specific reporting packages, KPI dashboards, and Board-level analyses
• Ensure timely, accurate, and consistent reporting across business lines and geographies
• Continuously enhance reporting quality, automation, and insight generation

Forecasting & Planning

• Partner with senior management to develop and maintain sales forecasts, pipeline analysis, and revenue models
• Lead the annual budgeting process, including timelines, assumptions, consolidation, executive review, and Board presentation support
• Maintain rolling forecasts and scenario analyses reflecting business performance and market conditions

Financial Modeling & Analysis

• Own and maintain the integrated 3-statement financial model
• Develop financial models to support strategic initiatives, capacity planning, and cost optimization
• Work closely with functional business leaders (Operations, Venues, Sales, HR) to develop and maintain financial and operational analyses to support performance management and decision-making
• Translate financial data into clear business implications and recommendations
• Provide ad hoc reporting and analysis as required to support strategic planning, investment decisions, and executive initiatives

Capital Allocation and Return on Invested Capital

• Own the capital allocation framework, including analysis of return on invested capital for capital expenditure
• Track post-investment performance and support continuous improvement

M&A Support

• Support M&A activities, including financial analysis, business case development, and integration planning
• Assist with the financial integration of acquired businesses in both Canada and the United States, including reporting alignment, forecasting, and KPI standardization

Qualifications

• Bachelor’s degree in finance, economics, or a related field; CPA, CFA, or MBA is a plus
• 5-8+ years of progressive experience in FP&A, corporate finance, or related roles, preferably within PE-backed organizations
• Minimum 2 years of experience in investment banking, private equity, or consulting
• Expert-level Excel and financial modeling skills, including strong experience building and maintaining integrated 3-statement financial models
• Strong communication skills with the ability to present complex analyses to senior leadership and non-financial stakeholders