- Location
- CA Toronto Yonge St, Canada
- Type
- Full-time
- Department
- Sales
- Seniority
- Manager
- Source
- Workday
Description
Role Description
Act as finance partner to Growth, Product, and Commercial teams
Drive profitable growth through insight on pipeline, pricing, product and investment decisions
Translate data into clear commercial insights and outcomes
Own client profitability, pipeline, and investor insight
Provide independent challenge to improve decision quality
Team Responsibilities
Contribute to core outputs (pipeline, reporting, profitability analysis)
Work closely with commercial finance, product, and regional teams
Apply consistent tools, models, and assumptions
Share insights and proactively highlight issues and opportunities
Support delivery of high-quality, decision-focused analysis
Specific Role Responsibilities
Manage growth budgets, revenue and pipeline tracking
Analyse client/product profitability and key margin drivers
Partner with teams on deals, pricing, and commercial strategy
Provide insight on sales pipeline performance and conversion
Support business cases, product investment decisions, and strategic initiatives, ensuring alignment to agreed commercial metrics and KPIs
Deliver clear reporting and commentary to senior stakeholders
Identify risks, opportunities, and actions to improve outcomes
Ensure alignment across pipeline, forecast, and financial plans
Experience Required
CPA/CA preferred
Minimum 4-5 years’ experience
Knowledge of financial services
Intermediate to advanced MS Excel skills
Independent, self-directing and delivery focused working style;
Strong analytical skills with a high attention to detail
Ability to manage competing deadlines, problem solve and analyse effectively
Strong business partnering with Sales / Product / Ops
Good team communication skills, confident in dealing with internal and external clients
Organizational management is key
Ability to work under pressure as part of an effective team
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
