Manager, FP&A

Company
Doxim is a leading provider of Customer Engagement Solutions for Financial Service Organizations. These solutions help financial institutions transform their client experience, communicate more effectively throughout the client lifecycle and improve cross-sell and upsell activities that drive increased wallet share. The SaaS-enabled platform addresses key digitization challenges, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access, tailored to a clients’ channel preferences.

Located in Markham, Ontario location, we are a fast-growing technology company with operations across North America. We are expanding quickly, both with acquisition and organic growth and seeking to expand with this role to help manage and monitor our growth.

Position Summary
The Financial Planning and Analysis (FP&A) Manager will be an integral part of the finance and accounting team and will report to the Chief Financial Officer. The FP&A Manager will assist with the preparation of internal/external financial reports, Board of Directors materials, monthly financial analysis materials, KPIs, and provide ad hoc analysis for the organization.

Job Duties & Responsibilities

  • Help lead and execute month-end and quarter-end Management Operating Reports including P&L distribution and forecast consolidation for departments of responsibility
  • Manage and communicate the forecast and budgeting process and results
  • Organize, cleanse, and institutionalize data for proper analytics and trend analysis
  • Work with business operations, and other key stakeholders to generate requested reporting output
  • Help drive key insights and analytics
  • Execute value-added analysis and provide decision support for special projects and initiatives
  • Execute continuous process improvement
  • Assist in developing finance and business presentations; related supporting materials

Knowledge, Skills & Abilities

  • Solid understanding of accounting and finance principles
  • Superior analytical skills
  • Strong written and oral communication skills
  • Strong business partnering and interpersonal skills
  • Organized, flexible and easily adaptable to changing conditions
  • Ability to work well in high pressure situations in order to meet deadlines
  • High degree of proficiency with Excel and PowerPoint
  • Strong project management skills
  • Ability to multi-task and manage numerous simultaneous priorities
  • High energy and commitment to driving results

Competencies Required

  • Makes confident, fact-based decisions
  • Ability to develop solutions and make recommendations with limited data
  • Approaches problems from different perspectives to suggest and implement solutions
  • Forecasts issues in advance to prevent potential impacts; both internally and externally
  • Facilitates communication between team members to ensure efforts are aligned
  • Takes accountability for delivering on commitments; owns mistakes and uses them as opportunities for learning and development
  • Ability to solve complex problems
  • Adept at using logic and reasoning to work through problems and analyze information

Minimum Qualifications

  • Bachelor’s degree required
  • CPA is a preferred
  • MBA or other professional degree in Finance related field, an asset
  • 5+ years in a corporate accounting or finance role
  • Demonstrated success in financial modeling and analysis
  • Experience with financial planning and analysis functions, including annual budget, capital budgeting, long-term strategic planning and resource allocation processes

If this sounds like you, please send your application to: jobs@doxim.com

Please indicate job title in subject heading of email

Doxim company encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.