Reporting directly to the Chief Financial Officer (CFO), the Senior Manager, FP&A will play a pivotal role in driving financial planning, analysis, and strategic decision-making at HEALWELL AI. The successful candidate will implement and enhance analytical tools, develop forecasting and budgeting models, and support M&A activity. They will also be responsible for spearheading the development of Power BI reporting dashboards, providing key financial insights across multiple business units.
This is an exciting opportunity for a highly analytical and strategic finance professional who is passionate about leveraging technology to enhance financial decision-making in a fast-paced, high-growth environment.

PROFESSIONAL QUALIFICATIONS

• 5-7 years of financial leadership experience, ideally within a high-growth software, technology, or healthcare company.
• Bachelor’s degree in finance, business, or a related field; a CPA, CA, or MBA is preferred.
• Strong knowledge of IFRS/GAAP; public company or IPO experience is an asset.
• Expertise in financial modeling and M&A support, with experience integrating acquired businesses.
• Proficiency in Power BI and financial dashboard development for data-driven decision-making.
• Experience working in a multi-business unit environment and partnering with cross-functional teams.
• Ability to thrive in a fast-paced, high-growth environment, adapting quickly to change.
• Highly organized, detail-oriented, and capable of managing multiple priorities.
• Excellent communication skills, with the ability to simplify complex financial data for various stakeholders.
• Strong leadership and mentorship capabilities, fostering a culture of financial discipline and business insight.

• Lead the annual consolidated budgeting process, monthly forecasting, and long-term projections, ensuring alignment with business strategy.
• Develop and implement financial models to support decision-making, performance tracking, and business case evaluations.
• Oversee the liquidity and cash flow forecasting process, ensuring financial stability and optimization.
• Identify and monitor key financial performance metrics (KPIs) that drive business growth.
• Partner with business unit leaders to improve financial insights, variance analysis, and reporting accuracy.
• Build and manage Power BI dashboards to provide real-time financial insights across the organization.
• Support M&A activities, including due diligence, financial modeling, and integration planning.
• Work closely with the accounting team during month-end close, summarizing performance and providing insights for future forecasts.
• Continuously evaluate and improve financial planning processes, ensuring efficiency and scalability.