Director, Financial Planning & Analysis

About This Role

Company Overview

At CAE, we equip people in critical roles with the expertise and solutions to create a safer world. As a technology company, we digitalize the physical world, deploying software-based simulation training and critical operations support solutions. Above all else, we empower pilots, cabin crew, airlines, defense and security forces and healthcare practitioners to perform at their best every day and when the stakes are the highest. Around the globe, we're everywhere customers need us to be with more than 13,000 employees in approximately 250 sites and training locations in over 40 countries. CAE represents more than 75 years of industry firsts-the highest-fidelity flight, mission and medical simulators and training programs powered by digital technologies. We embed sustainability in everything we do. Today and tomorrow, we'll make sure our customers are ready for the moments that matter.

Founded in 1947 and headquartered in Montreal, Canada, CAE has built an excellent reputation and long-standing customer relationships based on experience, strong technical capabilities, a highly trained workforce, and global reach. CAE's shares are traded on the Toronto and New York Stock Exchanges (TSX: CAE; NYSE: CAE).

Defense & Security

CAE's Defense & Security is a $2B segment of CAE Inc. with the US defense business operating under a Special Security Agreement (SSA) to mitigate foreign ownership, control or influence in order to allow the execution of classified work and research and development in the United States. CAE Defense & Security is now the largest platform-agnostic, global training and simulation pure play organization, dedicated to supporting worldwide defense customers maintain the highest levels of mission readiness.

CAE's Defense & Security (D&S) business unit focuses on helping prepare its customers to develop and maintain the highest levels of mission readiness. CAE is a world-class training systems integrator offering a comprehensive portfolio of training centers, training services and simulation products across the air, land, naval and public safety market segments. The D&S business unit serves its global defense and security customers through regional operations in Canada, the United States/Latin America, Europe/Africa, and Asia-Pacific/Middle East; all of which leverage the full breadth of CAE's capabilities, technologies, and solutions.

CAE is a global leader in the development and delivery of integrated live, virtual, and constructive (LVC) training solutions for defense forces. Most militaries leverage a combination of live training on actual platforms, virtual training in simulators, and constructive training using computer-generated simulations. The solutions provided by CAE's Defense and Security business unit typically include a combination of training services, simulation products and software tools designed to cost effectively maintain and enhance safety, efficiency, mission readiness and decision-making capabilities.

Position Summary

CAE D&S is at the front-end of a newly reset five-year strategic plan to profitably grow. The Director, FP&A will be responsible leading financial planning and analysis activities within the organization. This candidate will be responsible for providing executive leadership, financial models, and reporting to ensure the achievement of the business plans and objectives.

Specific Responsibilities

• Develop and implement financial planning strategies aligned with the company's goals and objectives, with a focus on supporting defense contracting operations.

• Lead an international team which consolidates segment financials according to IFRS standards, and partners with the corporate office on complex financial matters.

• process improvements and automation initiatives to enhance the efficiency and accuracy of financial forecasting, reporting, and risk & opportunity management.

• Provide strategic financial guidance to senior management, including analysis of contract performance, profitability, and risk assessment.

• Monitor and analyze industry trends, regulatory changes, and competitive landscapes to identify potential risks and opportunities.

• Enhance the efficiency and accuracy of strategic planning, including financial/resource forecasting and budgeting.

• Participate with the CFO and the executive management team in preparing financial presentations for company executives, shareholders, and financial institutions.

• Act as a lead in the annual budgeting process, including revenue projections, cost analysis, resource allocation, actuals, and segment consolidations.

• Create a culture of excellence and high performance; drives the finance team to excel at delivering on key commitments.

• Identify company investments and resource requirements to achieve short- and long-term financial growth.

• Consolidate and streamline data management and reporting across financial segments. Very comfortable with very large data sets

• Oversee the preparation of financial reports, presentations, and dashboards for executive stakeholders and government agencies.

• Collaborate with program managers, business development, and operations teams to ensure financial plans are integrated into contract proposals and project execution.

• Identify knowledge gaps and training needs for individuals and provide leadership and mentoring accordingly.

• Understand and analyze divisional financial performance as it relates to forecasted profitability.

Team Management

• Manage and mentor a team of FP&A and accounting professionals, both within the US and Canada, providing guidance, training, and performance feedback.

• Inspire and lead efforts towards greater efficiencies, synergies, and technological innovation across the Finance organization.

• Identify, evaluate, and resolve complex business challenges in a collaborative manner through cross-functional business teams.

Professional Experience/Qualifications

• Bachelor's degree in Finance, Accounting, or related field; MBA or advanced degree preferred.

• Minimum of 10 years of progressive experience with much of that time in financial planning and analysis.

• Significant experience in rapid growth technology markets, with emphasis on the U.S. defense industry, both domestic and international. Experienced in taking a company forward in a fast growth environment, providing insight for direction and managing change effectively.

• Ability to multi-task with a high degree of versatility and flexibility.

• Advanced proficiency in financial modeling, forecasting, and budgeting tools/software.

• Experience with Cognos, Costpoint, Salesforce, and/or DOMO a plus.

• Comprehensive understanding of Federal Acquisition Regulations (FAR/DFAR).

• Exceptional analytical and problem-solving abilities, with a focus on driving business insights and decision-making.

• Ability to prioritize and produce superior results under deadline pressure.

• Due to U.S. Government contract requirements, only U.S. citizens are eligible for this role.

Preferred Skills

• Articulate, persuasive, and able to build confidence with the financial staff, the executive management team, business unit managers, and the financial/investment community.

• Ability to quickly demonstrate intellectual acumen, business knowledge, and practical understanding of both the financial and operational aspects of a business.

• A professional of unquestionable integrity, credibility, and character who has demonstrated high moral and ethical behavior.

• The candidate should offer a good balance of risk-taking and judgment, and be aggressive, entrepreneurial, self-confident, and decisive.

• Demonstrated ability to effectively communicate - verbal & written - at all levels of the organization.

• Must be a self-starter, highly motivated, and able to function in a "hands-on" environment.

• Possess excellent leadership qualities and have demonstrated strong management skills.

• Strong analytical and planning skills with vision beyond the task at hand.

• Results oriented.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for their job. Duties, responsibilities, and activities may change at any time with or without notice.

CAE USA Inc. is an EOE/AA employer and gives consideration for employment to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national

origin, disability or protected veteran status. If you'd like more information about your EEO rights as an applicant under the law, please click here Know Your Rights: Workplace Discrimination is Illegal.

PAY TRANSPARENCY NONDISCRIMINATION PROVISION The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

Position Type

CAE thanks all applicants for their interest. However, only those whose background and experience match the requirements of the role will be contacted.

CAE is an equal-opportunity employer committed to diversity, equity, and inclusion. As "One CAE," we take affirmative action to ensure equal opportunity for all applicants regardless of race, nationality, colour, religion, sex, gender identity and expression, sexual orientation, disability, neurodiversity, Veteran status, age, or other legally protected characteristics.

If you don't see yourself fully reflected in every job requirement listed in the job posting, we still encourage you to reach out and apply. At CAE, everyone is welcome to contribute to our success. If reasonable accommodation is needed to participate in the job application or interview process, please get in touch with us at rh-hr@cae.com.