Director of Financial Services Advisory at Ankura managing project delivery and client relations. Leading innovative strategies for financial services sectors including banking and fintech.
About the role
- FP&A Lead overseeing financial close and performance reporting at Fullscript, a health technology company. Ensuring leaders have a clear view of business trends and resource allocation.
Responsibilities
- Own monthly FP&A financial close process, including consolidating revenue, contribution margin and operating expense performance narratives from the broader FP&A team into a CFO-level close summary, delivering results vs. budget/forecast and prior periods, and conducting variance analysis to understand the drives vs. budget and prior periods
- Coordinate board and business review materials, ensuring consistency of metrics, definitions, and storytelling
- Key role in the Annual Operating Plan as well as rolling forecasts
- Improve the corporate FP&A operating rhythm: automate recurring reporting, strengthen data quality, and reduce cycle time for close/forecast
- Serve as an Adaptive Planning power user and administrator, ensuring the system is well maintained, reliable, and continuously improved to support efficient planning and reporting
- Partner cross-functionally with Sales, Marketing, Operations, and Supply Chain to evaluate performance and strategic decisions
Requirements
- 5–8+ years of experience in FP&A, Strategic Finance, or a closely related role, with meaningful exposure to Corporate FP&A processes
- Professional qualifications such as CMA, CPA, CFA, or MBA are a plus
- Hands-on experience building and maintaining models in Workday Adaptive Planning (or similar EPM tools)
- Highly organized, detail-oriented, and comfortable operating independently
- Strong judgment, curiosity, and willingness to challenge assumptions — including your own
- Clear, confident communicator who can translate complexity into action
Benefits
- Market competitive compensation package including equity
- RRSP matching
- Flexible PTO policy
- Flexible benefits package and additional perks
- Employee discount on Fullscript catalog of products for family & friends
- Ability to *Work Wherever You Work Well**
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