Manager, Corporate FP&A

Posted Yesterday
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Toronto, ON, CAN
Hybrid
115K-125K Annually
Senior level
Fintech • Insurance • Real Estate • Financial Services
The Role
Leads QFG’s annual budgeting process, consolidates business and legal entity inputs, tracks KPIs, and prepares monthly management reporting with headcount, P&L analysis, and variance commentary. The role also performs ad hoc financial modeling, identifies process automation opportunities, and coordinates with finance and business stakeholders. Candidates need 5+ years of FP&A experience, a related degree, and a CPA, CA, or CFA designation.
Summary Generated by Built In

Questrade Financial Group (QFG), through its companies - Questrade,  Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.


What’s in it for you as an employee of QFG?

  • Health & wellbeing resources and programs 

  • Paid vacation, personal, and sick days for work-life balance

  • Competitive compensation and benefits packages

  • Work-life balance in a hybrid environment with at least 3 days in office

  • Career growth and development opportunities

  • Opportunities to contribute to community causes

  • Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy

We’re looking for our next Manager Corporate FP&A. Could It Be You?

Working under the direction of the Director, Corporate FP&A, this individual will collaborate with other finance teams and the business to lead the budgeting process at QFG, including the consolidation of various businesses and legal entities. This role will also be in charge of business management reporting and related variance commentary.


To succeed in this role, the candidate must have hands-on experience leading budgeting cycles, a solid understanding of consolidation and management reporting processes, and excellent Excel/ Google Sheets skills.

Need more details? Keep reading…

In this role, responsibilities include but are not limited to: 

  • Leading the annual budgeting process at QFG, including working with other finance teams and business unit/ subsidiary finance teams on assumptions alignment and inputs gathering

  • Liaising with the business on KPI tracking, ensuring data is accurate and provided on a timely basis

  • Preparing business management reporting deck on a monthly basis, including business entity level headcount and P&L reporting and related commentary

  • Proactively identifying areas of process improvement/ automation to optimize the budget and business entity reporting process

  • Preparing ad-hoc financial analysis and modelling as necessary

So are YOU our next Manager Corporate FP&A? You are if you…

  • Have a post-secondary degree in a related field

  • Have a professional designation (CPA / CA, CFA) is required

  • Have 5+ years related work experience in FP&A

  • Have proficiency in MS Office and Google Suite products, including high proficiency with Excel/Sheets

  • Have an Understanding and willingness to use AI tools, such as Gemini or Claude

  • Have excellent communication skills

  • Have a results-driven attitude

  • Have a strong ability to multitask and work well under pressure, maintaining strong attention to detail, and prioritizing work within tight deadlines

  • Have a strong ability to coordinate with multiple finance and business stakeholders across the company

  • Have strong organizational and analytical skills

Additional kudos if you…

  • Have experience in the financial services industry

  • Have strong knowledge of financial systems, particularly NetSuite and EPBCS; knowledge of Anaplan is an asset

Compensation Information:

  • Base salary range: $115,000 - $125,000

  • The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.


Sounds like you? Click below to apply!

#LI-Hybrid
#LI-DB1

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us. 

 

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review. 

 

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

 

Skills Required

  • Post-secondary degree in a related field
  • CPA, CA, or CFA professional designation
  • 5+ years of related FP&A work experience
  • Proficiency with Microsoft Office and Google Suite products
  • High proficiency with Excel and Google Sheets
  • Understanding of and willingness to use AI tools such as Gemini or Claude
  • Excellent communication skills
  • Ability to multitask, work under pressure, maintain attention to detail, and meet tight deadlines
  • Ability to coordinate with multiple finance and business stakeholders
  • Strong organizational and analytical skills
  • Experience in the financial services industry
  • Strong knowledge of financial systems, particularly NetSuite and EPBCS
  • Knowledge of Anaplan
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The Company
1,832 Employees
Year Founded: 1999

What We Do

Questrade Financial Group (QFG) is a Canadian, founder-owned financial-services group serving Canadians through companies including Questrade, Questrade Wealth Management, Community Trust Company, Zolo and Flexiti. Its offerings span securities and foreign-currency investing, professionally managed portfolios, mortgages, insurance, real-estate services and other financial services. Founded as an investment brokerage, QFG says it is mission-driven and committed to helping Canadians become more financially successful and secure.

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