Who We Are O’Dell HVAC Group is a well-established HVAC equipment representative, partnering with engineers, building owners and contractors throughout Canada. Our success is fueled by our people-first culture, where teamwork, innovation and professional growth are at the core of everything we do. Our culture is shaped by our values: Operationally Nimble , Driven to Win , Everyone Cares, Let's Be Curious, and Leverage Collaboration . These values guide how we work together, solve problems, support our customers, and grow as a team. About the Role We are seeking a Regional Financial Director, FP&A to join our team in Burlington, Ontario. Reporting to the SVP, Operations & Performance, you will partner with senior leadership to guide financial planning, forecasting and business performance analysis, turning financial insights into recommendations that support informed business decisions. You will work closely with regional and operational leaders to understand performance, investigate business challenges and identify opportunities to improve profitability, productivity, working capital and long-term growth. You will also oversee the Regional Controller, supporting accurate financial reporting and strong financial controls while keeping your primary focus on strategic analysis, financial insight and business decision support. What You'll Be Doing - Lead the annual financial planning and rolling forecasting processes, working closely with operational leaders to develop accurate, data-driven financial projections. - Act as a trusted financial partner to the President, SVP, and senior leadership team, providing meaningful financial insights and recommendations to support strategic business decisions. - Analyze financial and operational performance across business divisions, regions, manufacturers, customers, and projects to identify trends, risks, and opportunities for improvement. - Investigate financial performance challenges, including margin fluctuations, pricing strategies, operational costs, and profitability, to identify root causes and recommend solutions. - Develop financial models, forecasts, and scenario analyses to evaluate business performance, growth opportunities, and potential risks. - Evaluate the financial impact of import tariffs, duties, supplier costs, and pricing decisions, recommending strategies to protect profitability. - Identify opportunities to improve operational productivity, inventory management, working capital, and cash flow. - Prepare financial business cases and investment analyses for strategic initiatives, including business expansion, new product offerings, staffing, capital investments, and acquisitions. - Lead executive financial performance reviews, presenting key findings, financial results, forecasts, and recommendations to senior leadership. - Partner with Sales, Operations, Purchasing, Service, and other departments to understand business performance and support continuous improvement. - Oversee financial reporting quality and accounting controls through the Regional Controller, providing leadership, guidance, and professional development. - Collaborate with AIR Corporate Finance and FP&A teams to ensure alignment with corporate financial planning, reporting standards, and business objectives. - Leverage ERP systems, Power BI, reporting tools, automation, and emerging technologies to improve financial visibility, reporting accuracy, and overall efficiency. - Support financial systems improvements, business integrations, and reporting initiatives as the organization continues to grow. - Monitor the financial outcomes of business initiatives and investments, comparing actual results against expected performance and identifying opportunities for adjustment. - Other responsibilities as assigned. What You Bring - Post-secondary education in Finance, Accounting, Economics, Business Administration, or a related field. - Minimum of ten plus (10+) years of progressive finance experience, with significant experience in senior Financial Planning & Analysis (FP&A), commercial finance, or a similar strategic finance role. - CPA, CFA, MBA, FPAC, or a comparable professional qualification. - Demonstrated experience partnering with senior executives and operational leaders to provide financial insights that influence business decisions. - Strong experience in financial planning, forecasting, budgeting, financial modelling, scenario analysis, and business performance reporting. - Proven ability to analyze complex financial and operational data, identify root causes, and translate findings into practical business recommendations. - Strong understanding of distribution economics, profitability, pricing strategies, inventory management, working capital, and cash flow. - Experience analyzing the financial impact of import tariffs, duties, landed costs, and supplier pricing. - Demonstrated accounting knowledge and experience providing leadership or oversight to accounting professionals or finance teams. - Advanced Microsoft Excel skills and strong experience with ERP systems and business intelligence tools, such as NetSuite and Power BI. - Experience working within a large, multi-regional or multi-business-unit organization, ideally with annual revenues exceeding $200 million. - Excellent analytical, problem-solving, and organizational skills with exceptional attention to detail. - Strong verbal and written communication skills, with the confidence to present financial findings and recommendations to senior leadership. - Ability to work independently, challenge assumptions, manage competing priorities, and collaborate effectively with cross-functional teams. - Experience in HVAC, industrial distribution, manufacturing, or a related industry is considered an asset. - Experience in private-equity-backed, acquisition-driven, or shared-services environments is considered an asset. - Experience with financial systems implementations, ERP migrations, Power BI development requirements, or SQL is considered an asset. - Ability to travel to other office locations as required Why Work for O'Dell HVAC Group? At O'Dell HVAC Group, we believe great work starts with a great employee experience. We’re committed to creating an environment where our people can grow, contribute, and enjoy being part of the team. - Competitive Compensation & Profit Sharing – Your contributions matter, and we believe in sharing in our success. - Comprehensive Benefits – Employer-paid health and dental coverage to support you and your family. - Health & Wellness Spending – Additional flexibility to support your individual health and wellness needs. - RRSP Program – A plan that grows with you! We’re here to help you plan and invest in your financial future through increasing employer contributions and long-service rewards. - Learning & Career Development – Opportunities to build your skills, expand your knowledge, and grow your career, supported by our tuition reimbursement program. - Paid Holiday Shutdown – Extra time to recharge and enjoy the holiday season. - Summer Fridays! – Start your summer weekends a little earlier. - A Collaborative, People-First Culture – Work alongside people who share knowledge, solve problems together, and genuinely care about the success of their teammates. Use of AI in Our Recruitment Process We may use AI-powered tools to support our recruitment process and improve efficiency, allowing our team to focus on what matters the most - getting to know our candidates. While AI may be utilized, all hiring decisions are made by our HR and management teams. Accessibility Commitment At O’Dell HVAC Group, we’re all about building a workplace where everyone can thrive. We’re committed to fostering an inclusive, accessible environment in line with the Accessibility for Ontarians with Disabilities Act (AODA). If you need accommodations during the hiring process or on the job, please contact us. We believe that accessibility isn’t just a requirement; it’s part of creating a great place to work for everyone. For any accommodation requests or questions, reach out to Human Resources. This job posting is for an existing vacancy.

Regional Financial Director, FP&A

similar openings