Regional Financial Director, FP&A

O'Dell HVAC Group

. Lead annual financial planning and rolling forecasting processes with operational leaders .

Posted 11/5/2026full-timeBurlington • CanadaLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, forecasting, and analysis, with a strong ability to influence strategic decisions through data-driven insights. Proficient in leveraging ERP systems and business intelligence tools to enhance financial reporting and operational efficiency.

Highest-signal resume keywords

Financial PlanningForecastingFinancial ModellingERP SystemsCPA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudgetingScenario AnalysisAccounting KnowledgeProfitability AnalysisPricing StrategiesInventory ManagementWorking Capital ManagementCash Flow AnalysisData Analysis

Soft Skills

Analytical SkillsProblem-SolvingOrganizational SkillsCommunication SkillsCollaboration

Tools & Technologies

Power BINetSuiteERP SystemsBusiness Intelligence ToolsAutomation Tools

Certifications & Qualifications

CPACFAMBAFPAC

Industry Keywords

HVACIndustrial DistributionManufacturingPrivate-Equity-BackedAcquisition-Driven

Tech Stack

Tools & technologies

ERPSQL

About the role

Key responsibilities & impact

Lead annual financial planning and rolling forecasting processes with operational leaders
Partner with the President, SVP, and senior leadership team on strategic financial decisions
Analyze financial and operational performance across divisions, regions, manufacturers, customers, and projects
Investigate margin fluctuations, pricing strategies, operational costs, and profitability challenges
Develop financial models, forecasts, and scenario analyses
Evaluate the financial impact of import tariffs, duties, supplier costs, and pricing decisions
Identify opportunities to improve productivity, inventory management, working capital, and cash flow
Prepare financial business cases and investment analyses for expansion, products, staffing, capital investments, and acquisitions
Lead executive financial performance reviews and present findings, results, forecasts, and recommendations
Partner with Sales, Operations, Purchasing, Service, and other departments on performance and continuous improvement
Oversee financial reporting quality and accounting controls through the Regional Controller
Collaborate with AIR Corporate Finance and FP&A teams on planning, reporting standards, and objectives
Leverage ERP systems, Power BI, reporting tools, automation, and emerging technologies to improve visibility, accuracy, and efficiency
Support financial systems improvements, business integrations, and reporting initiatives
Monitor financial outcomes of initiatives and investments against expected performance and recommend adjustments
Perform other responsibilities as assigned

Requirements

What you’ll need

Post-secondary education in Finance, Accounting, Economics, Business Administration, or a related field
Minimum of ten plus (10+) years of progressive finance experience, with significant experience in senior FP&A, commercial finance, or a similar strategic finance role
CPA, CFA, MBA, FPAC, or a comparable professional qualification
Experience partnering with senior executives and operational leaders to provide financial insights that influence business decisions
Strong experience in financial planning, forecasting, budgeting, financial modelling, scenario analysis, and business performance reporting
Ability to analyze complex financial and operational data, identify root causes, and translate findings into practical business recommendations
Strong understanding of distribution economics, profitability, pricing strategies, inventory management, working capital, and cash flow
Experience analyzing the financial impact of import tariffs, duties, landed costs, and supplier pricing
Demonstrated accounting knowledge and experience providing leadership or oversight to accounting professionals or finance teams
Advanced Microsoft Excel skills and strong experience with ERP systems and business intelligence tools, such as NetSuite and Power BI
Experience working within a large, multi-regional or multi-business-unit organization, ideally with annual revenues exceeding $200 million
Excellent analytical, problem-solving, and organizational skills with exceptional attention to detail
Strong verbal and written communication skills, with the confidence to present financial findings and recommendations to senior leadership
Ability to work independently, challenge assumptions, manage competing priorities, and collaborate effectively with cross-functional teams
Ability to travel to other office locations as required
Experience in HVAC, industrial distribution, manufacturing, or a related industry is considered an asset
Experience in private-equity-backed, acquisition-driven, or shared-services environments is considered an asset
Experience with financial systems implementations, ERP migrations, Power BI development requirements, or SQL is considered an asset

Benefits

Comp & perks

Inclusive, accessible workplace commitment under the Accessibility for Ontarians with Disabilities Act (AODA)
Accommodations during the hiring process or on the job
Professional growth and development culture
Hybrid work arrangement