Director of Financial Planning and Analysis

Job summary

Lead financial planning, forecasting, scenario modeling, and performance tracking, while evaluating growth opportunities, partnerships, and potential acquisitions. Support fundraising and investor relations, commercial strategy, cross-functional initiatives, and executive and board decision-making through analysis and presentations.

Job details

About CleanDesign CleanDesign is a Canadian cleantech company developing hybrid energy management systems that help industrial and infrastructure operators reduce fuel consumption, lower emissions, and improve power reliability. Its solutions combine battery storage, controls, embedded systems, and software to optimize energy usage in demanding operating environments where uptime and resiliency are critical. The company’s work spans applications across oil and gas, mining, EV charging, remote communities, and other critical infrastructure sectors. Job Description 1. Strategic Finance & Planning Build and maintain multi-scenario models across core and emerging product lines Lead budgeting, forecasting, and internal planning processes Evaluate new business verticals, product initiatives, and growth opportunities Define and track KPIs and performance dashboards 2. Corporate Development & Strategy Evaluate partnership and M&A opportunities Financial modelling, valuation, and diligence for potential transactions Support deal structuring, negotiations, and contract review Monitor industry trends, competitor activities, and regulatory developments to identify opportunities and risks 3. Capital Raising & Investor Relations Support end-to-end fundraising processes Develop and maintain investor materials including pitch decks, financial models, and data rooms 4. Commercial & Customer Strategy Support development and implementation of strategic plans to drive growth, market expansion, and competitive positioning Evaluation of new customer opportunities and deployment strategies Develop marketing and positioning materials aligned with customers and partner needs Partner with operations teams to assess pricing, unit economics, and customer relations 5. Cross-Functional Strategic Support Partner closely with cross-functional teams to identify and execute growth initiatives Translate complex financial and operational data into actionable insights Support executive decision-making through structured analysis and recommendations Lead ad-hoc strategic projects under tight timelines and ambiguity Prepare executive-ready materials for leadership and board presentations Qualifications and Requirements: 5+ years of working experience as a Financial Analyst CPA, MBA, or equivalent designation/degree would be an asset University degree in Finance, Accounting, Commerce, or Data Management Self-driven, adaptable to change and able to manage multiple tasks/projects/assignments Strong verbal and written communication skills Advanced Excel and PowerPoint skills Proven ability to work with Power BI or AI tools for data management NetSuite experience would be an asset Position: Currently Vacant

What you’ll do

Lead financial planning, forecasting, scenario modeling, and performance tracking, while evaluating growth opportunities, partnerships, and potential acquisitions. Support fundraising and investor relations, commercial strategy, cross-functional initiatives, and executive and board decision-making through analysis and presentations.

Requirements

Requires at least five years of experience as a financial analyst and a university degree in finance, accounting, commerce, or data management. A CPA, MBA, or equivalent is an asset; candidates should also have advanced Excel and PowerPoint skills, experience with Power BI or AI tools, strong communication skills, and the ability to manage multiple projects in a changing environment.

Listed skills

• Power BI · Preferred
• Budgeting · Preferred
• Communication · Preferred
• Financial analysis · Preferred
• Fundraising · Preferred
• Forecasting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Modeling
• Budgeting
• Forecasting
• Strategic Planning
• Financial Analysis
• Valuation
• Due Diligence
• Fundraising
• Investor Relations
• KPI Development
• Commercial Strategy
• Pricing Analysis
• Advanced Excel
• PowerPoint
• Power BI
• Communication

Job areas

• Finance & Accounting
• Management & Leadership
• Energy
• Data & Analytics
• Environmental & Sustainability