Finance Business Partner

Trackforce Valiant + TrackTik

. Act as a strategic finance partner to department leaders .

Posted 9/24/2026full-timeMontreal • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, utilizing Adaptive Planning and advanced Excel for budgeting, forecasting, and scenario modeling. Proven ability to deliver actionable insights and recommendations through collaboration with cross-functional teams and effective communication with senior stakeholders.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Adaptive PlanningAdvanced ExcelBusiness Intelligence ToolsCPA/CFA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingBudgetingForecastingVariance AnalysisScenario ModelingSaaS Metrics TrackingData IntegrityProcess ImprovementAnalytical SkillsProblem-Solving

Soft Skills

Communication SkillsAttention To DetailResults-Driven MindsetCollaborationInfluencing Skills

Tools & Technologies

Adaptive PlanningLookerTableauPower BIAI Tools

Certifications & Qualifications

Bachelor’s Degree In FinanceCPACFA

Industry Keywords

Corporate FinanceInvestment BankingPrivate EquityManagement ConsultingExecutive Storytelling

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Act as a strategic finance partner to department leaders
Support financial planning for the assigned function, including financial models, budgeting, forecasting, scenario modeling, and sensitivity analysis using Adaptive Planning
Own accountability for all inputs and outputs from Adaptive Planning
Leverage AI and BI tools to automate variance analysis and forecast workflows
Collaborate with the Business Intelligence team to surface actionable insights from financial and operational data
Own and improve weekly, monthly, and quarterly reporting cycles
Deliver financial analysis, performance reporting, and recommendations for business decisions and strategic initiatives
Contribute to financial and operational dashboards supporting executive decision-making
Analyze business performance and trends, identifying risks, opportunities, and improvement areas
Contribute to business cases for product launches, pricing decisions, go-to-market investments, and operational efficiencies
Prepare materials for executive leadership, including Board of Directors and investor materials
Track SaaS metrics including CAC, NRR, and GRR
Ensure data integrity and accuracy across Adaptive Planning outputs, reports, workbooks, and dashboards
Implement process improvements in financial operations using AI

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or a related field
CPA/CFA designation in progress or completed is a strong asset
2–5 years of progressive experience in FP&A, corporate finance, investment banking, private equity, or management consulting
Proficiency in Adaptive Planning or similar financial planning tools
Proven ability to influence senior stakeholders through strong business acumen and communication skills
Advanced Excel and financial modeling expertise
Proficiency in PowerPoint and executive storytelling
Experience with BI tools such as Looker, Tableau, or Power BI
Comfort navigating large datasets
Hands-on experience using AI tools such as Claude or ChatGPT to automate reporting, streamline analysis, and improve process efficiency
Strong analytical and problem-solving skills
Attention to detail and results-driven mindset
Ability to work collaboratively across departments in fast-paced, high-growth environments
High personal standards of accountability

Benefits

Comp & perks

Hybrid and flexible work model
Three weeks of vacation starting in your first year
Paid sick days & family obligation days
Comprehensive health & dental coverage from Day 1
24/7 telemedicine access
Mental health & wellness support
Life insurance, AD&D, long-term disability & critical illness coverage
RRSP & DPSP with employer matching
Employee referral bonus
Paid volunteer day & recognition programs