MANAGER – FINANCIAL PLANNING & ANALYSIS

Company Description:

LiftWerx is a specialized wind energy contractor which performs large corrective repairs, utilizing both ground-based cranes as well as up-tower cranes. LiftWerx offers both specialized equipment and experienced personnel to perform corrective repairs on a wide variety of wind turbines. We invite you to join LiftWerx, where we are focused on raising the bar.

Job Description: Continuous Improvement and Change Management Specialist (full-time)

Location:
This position is based at our facilities in Cambridge, Ontario, Canada. Occasional business travel may be required from time to time.

Position Overview and Responsibilities:

We are seeking an experienced and highly motivated FP&A Manager to join our dynamic finance team in a private equity-sponsored environment. This is a unique opportunity to contribute to the growth and operational efficiency of a rapidly expanding organization. The ideal candidate will have a strong background in financial planning and analysis, with a key focus on the implementation of an Enterprise Resource Planning (ERP) system and the enhancement of downstream financial reporting capabilities. This role requires a strategic mindset, hands-on involvement with the ERP system transition, and the ability to collaborate cross-functionally to ensure that financial reporting is accurate, timely, and aligned with business objectives.

ERP Implementation and Integration:

• Lead the financial implementation of the new ERP system, collaborating with IT, accounting, operations, and other departments to ensure seamless integration across financial systems.
• Define and document financial processes, mapping them to the ERP system to improve automation, efficiency, and data accuracy
• Work closely with the ERP implementation team to customize financial modules, ensuring they meet the needs of FP&A and downstream reporting requirements.
• Coordinate data migration and validate the integrity of financial data during the ERP transition.
• Provide training to finance teams on ERP functionalities, reporting tools, and process changes.

Financial Reporting & Dashboards:

• Enhance and streamline financial reporting processes by leveraging ERP system capabilities to produce timely, accurate, and relevant financial data.
• Develop and maintain financial dashboards that track key performance indicators (KPIs), business performance, and strategic objectives.
• Oversee the design and delivery of customized financial reports for both internal and external stakeholders, ensuring alignment with private equity sponsor requirements.
• Ensure that financial reports are consistent, accurate, and actionable, supporting decision-making across departments.

Financial Planning & Analysis:

• Lead the preparation of monthly, quarterly, and annual financial forecasts, including P&L, balance sheet, and cash flow analysis, ensuring alignment with business strategy.
• Provide in-depth analysis of financial results, variances, and trends, offering actionable insights to senior management and the private equity sponsor.
• Assist in the development of annual budgets, supporting departments with cost control and performance management.
• Analyze financial performance and provide recommendations on profitability improvement and cost optimization.

Collaboration & Cross-Functional Support:

• Partner with other functional teams (e.g., Operations, IT, Sales, Marketing) to provide financial insights that support business strategy and operations.
• Act as a key point of contact for the finance team, helping resolve ERP system issues and supporting continuous improvement in reporting capabilities.
• Support the CFO and senior leadership team in strategic planning and decision-making with financial insights and analysis.

Ad Hoc Reporting and Analysis:

• Lead ad hoc financial analysis and reporting for specific business initiatives or projects, often related to private equity-driven strategic objectives.
• Prepare presentations for the board of directors, executive team, and private equity investors, ensuring alignment of financial reporting with key business goals.

This position reports to the Chief Financial Officer.

Required Knowledge/Skills, Education, and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA a plus).
• 5+ years of FP&A experience, with at least 2 years in a private equity-backed environment or a similarly fast-paced, growth-oriented company.
• Proven experience with ERP system implementation, optimization, and integration (experience with systems like NetSuite, Dynamics is a plus).
• Strong proficiency in financial modeling, budgeting, forecasting, and financial reporting.
• Expertise in Excel and financial reporting tools; experience with BI tools (e.g., Power BI, Tableau) is a plus.
• Ability to work independently and manage multiple priorities in a fast-paced, dynamic environment.

Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams and with senior management.

How to Apply:
Please submit your resume and cover letter to resumes@liftwerx.com and you could be the next addition to our growing team!