Title: Director, Financial Planning & Analysis

Employment Type: Full-Time Location: Brantford, ON (Hybrid)

Salary: $102, 000– $153,000 salary + bonus

Industry: Asset Management / Energy & Real Estate

Position Type: Growth Hire

About the Opportunity

Our client is a privately held asset manager with a diversified portfolio including energy and real estate investments across Canada. With an ambitious growth agenda and a mandate to modernize its finance function, this organization offers a rare opportunity to shape financial strategy at the leadership level.

Reporting directly to the COO, you will lead the FP&A function across a multi-entity portfolio, building the reporting infrastructure, forecasting frameworks, and executive insights that drive decision-making at the board level — with financial oversight exceeding $50M.

Key Responsibilities

• Review and oversee long-range financial planning, budgeting, and forecasting across multiple entities and investment portfolios.
• Review and enhance executive- and board-level reporting, KPIs, dashboards, and variance narratives that surface performance drivers and risks.
• Take a hands-on role in consolidations across the group, strengthening controls, compliance, and data accuracy.
• Partner with the business development function to support investment evaluation, due diligence, and ROI-based business cases.
• Lead process improvement initiatives including the design and rollout of a new budgeting and forecasting framework, and drive automation across the finance function.

What You Bring

• 8+ years of progressive finance experience with strong FP&A, financial modelling, and multi-entity reporting expertise.
• CPA designation required; experience in a complex, multi-stakeholder environment is a strong asset.
• Proficiency with Sage Intacct and advanced Excel skills including macros and dynamic modelling.
• Proven ability to build board-ready reporting and communicate financial insights clearly to senior leadership and non-finance stakeholders.
• A strategic, builder mindset with the ability to establish processes and frameworks in dynamic, evolving environments.

Next Steps

We do appreciate all interest; however, only those selected for an interview will be contacted.

Clarity Recruitment is an equal opportunity employer committed to fostering an inclusive and accessible recruitment process and workplace. If you require accommodation, please let us know in advance and we will work with you to meet your needs. Please note: We use AI-assisted tools for notetaking during the screening process.

About Clarity Recruitment

Clarity is an executive search and recruitment firm specializing in Finance & Accounting talent across Canada — from accountants to CFOs. Additionally, Clarity partners with organizations to hire exceptional talent in HR, Operations, and IT, helping build the teams that power business success. Our process is designed to minimize risk, maximize alignment, and move quickly. With dedicated practices in Executive Search, Full-Time Search, and Project & Interim Consulting, we help organizations grow with confidence. Visit findingclarity.ca to learn more!

JOB ID #3584180