fullscript - Financial Planning & Analysis Lead
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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
Responsibilities
• We’re looking for a FP&A Lead with deep ownership of our FP&A close process, rolling forecast, and performance reporting. This role sits at the center of how we allocate resources, evaluate performance, and ensure leaders have a clear, consistent view of where the business is trending and why • This role carries senior-level accountability for corporate forecasting, consolidated reporting, and executive/Board-ready insights by building strong relationships with functional leaders, maintaining a rigorous operating model for spend and headcount, and continuously improving the systems and processes that power decision-making • This role reports to the Senior Manager of FP&A and is ideal for a high-performing FP&A who wants real business ownership, thrives in cross-functional environments, and is motivated by impact. • ## Performance Reporting & Executive Insights • 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 • ## Process, Systems & Data Rigor • 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 • Maintain strong model hygiene: documentation, version control, clear assumptions, and auditability from inputs → outputs • ## Business Partnership • Partner cross-functionally with Sales, Marketing, Operations, and Supply Chain to evaluate performance and strategic decisions • Lead or assist in the creation of ad hoc analysis including costing analysis to drive greater understanding of the underlying business • Partner with Accounting, Data, and Systems teams to continuously drive reporting efficiency, quality and best practices
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* • Great work happens when people feel supported, trusted, and inspired. At Fullscript, we stay curious and keep finding smarter ways to make care better. We grow together, take on new challenges, and focus on impact. We put people first, work as a team, and leave egos at the door. • We’re grateful for the interest in joining Fullscript. To make sure your application reaches our hiring team, please apply directly through our careers page. We’re not able to respond to individual messages about open roles on email or social channels.
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