At a Glance
- Tasks: Lead financial planning, forecasting, and analytics for a growing tech-enabled services organization.
- Company: Join Opensity Solutions, a leader in managed services for law firms and financial institutions.
- Benefits: Enjoy competitive pay, health benefits, and remote work flexibility.
- Other info: Be part of a diverse team committed to innovation and collaboration.
- Why this job: Make a real impact on financial strategies and growth in a dynamic environment.
- Qualifications: 10+ years in finance with strong FP&A leadership experience required.
The predicted salary is between 148500 - 181500 $ per year.
Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. We provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth.
Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.
We are seeking a Vice President, Financial Planning & Analysis to lead enterprise‑wide planning, forecasting, management reporting and business performance analytics. Reporting to the Chief Financial Officer, this role will be a key partner to executive leadership, business unit leaders and our private equity sponsor. The VP, FP&A will help build a scalable, data‑driven FP&A function and play an important role in Opensity's continued growth, M&A activity and long‑term value creation.
Key Responsibilities:
- Lead annual budgeting, forecasting and long‑range planning across the organization.
- Own monthly and quarterly management reporting, variance analysis and executive performance reviews.
- Develop actionable financial and operational KPIs across revenue, margin, headcount, productivity, cash flow and profitability.
- Build robust recurring revenue analytics, including bookings, backlog, retention, churn, expansion and customer‑level performance.
- Partner with business leaders to improve forecast accuracy, financial accountability and operating performance.
- Lead customer, service‑line and business‑unit profitability analysis to support pricing, investment and resource allocation decisions.
- Drive automation and modernization of FP&A, including dashboards, reporting, forecasting and data analysis.
- Support the CFO with Board, lender and private equity sponsor reporting.
- Support M&A diligence, integration, synergy tracking and post‑acquisition performance management.
- Help maintain a strong, diligence‑ready Finance organization and support future refinancing, recapitalization or exit processes.
- Lead and develop the FP&A team.
Qualifications:
- Bachelor's degree in finance, Accounting, Economics or a related field.
- 10+ years of progressive Finance experience, including significant FP&A leadership experience.
- Private equity‑backed company experience required.
- Strong experience with recurring revenue businesses and associated KPIs and analytics.
- Meaningful M&A and post‑acquisition integration experience required.
- Strong data analytics capabilities with demonstrated experience automating financial reporting and analysis.
- Experience in technology‑enabled services, managed services, professional services, business services or SaaS strongly preferred.
- Strong financial modeling, forecasting and executive presentation skills.
- Experience working with Boards, senior executives and private equity sponsors.
- Experience with planning, ERP and BI tools such as Sage Intacct, Adaptive, Anaplan, OneStream, Power BI or similar platforms.
- CPA, CFA or MBA preferred but not required.
- Strong leadership, communication and business‑partnering skills.
What We Offer:
- Competitive compensation and performance‑based annual bonus.
- Comprehensive health and wellness benefits.
- Remote‑first flexibility.
- Significant exposure to executive leadership, the Board and private equity sponsor.
- Meaningful involvement in M&A, integrations and strategic value‑creation initiatives.
- The opportunity to help build the Finance function of a large, newly formed and growing organization.
Opensity is committed to fostering an inclusive, equitable, and accessible workplace. We believe diverse perspectives strengthen our teams and the work we do for our clients. We provide equal employment opportunities to all applicants and employees and do not discriminate on the basis of race, colour, religion or creed, sex, sexual orientation, gender identity or expression, age, national or ethnic origin, ancestry, citizenship, disability, family status, marital status, source of income, record of offences, or any other characteristic protected under applicable federal or provincial human rights legislation.
We are committed to fair and barrier free recruitment, selection, and employment practices, and to providing reasonable accommodation throughout the hiring process and employment lifecycle, in accordance with applicable human rights legislation. Candidates who require accommodation during any stage of the recruitment process are encouraged to advise our Talent team so appropriate support can be provided.
Respect: We believe in treating everyone with dignity, kindness, and empathy. We foster an inclusive culture where diverse perspectives are valued, and mutual respect is the cornerstone of our interactions.
Accountability: We take ownership of our actions and decisions, acknowledging their impact on our team, the organization, and our clients. We strive for transparency and follow through on our commitments, fostering trust and reliability within our community.
Collaboration: We understand that working together yields the best results and that our parts are better together. We actively promote teamwork, open communication, and the sharing of ideas. By embracing diverse talents and perspectives, we create a supportive and innovative environment that encourages collective growth and empowerment.
VP, Financial Planning & Analysis in Winnipeg employer: K2 Services LLC
Opensity Solutions is an exceptional employer, offering a dynamic work environment that prioritizes innovation and collaboration. With a remote-first flexibility and a commitment to employee growth, team members have the opportunity to engage directly with executive leadership and participate in meaningful M&A initiatives. The inclusive culture fosters diverse perspectives, ensuring that every employee feels valued and empowered to contribute to the company's mission of modernizing technology platforms for clients.