ABOUT ALAN ALLMAN ASSOCIATES

Since 2009, Alan Allman Associates has brought together an ecosystem of consulting firms united by a shared conviction: transformation cannot be decreed—it must be built. The group specialises in strategy, digital transformation, data and artificial intelligence (AI).

At the intersection of strategy, technology and artificial intelligence, Alan Allman Associates supports its clients in turning data into a lever for decision‑making, efficiency and sustainable impact.

With operations across three continents—North America, Europe and Asia—the group combines the expertise of a large ecosystem with the agility of human‑scale teams to design tailored solutions that shape the organisations of tomorrow.

To learn more about Alan Allman Associates, we invite you to visit their website, including the Investors section.

POSITION DESCRIPTION

Recruitment Context

Alan Allman Associates is seeking to appoint a Chief Financial Officer for the North American region to support its growth, both organically and through future acquisitions.

The key pillars of the role include the following responsibilities:

Strategic Financial Planning

• Develop, recommend and implement the North American financial strategy, aligned with growth objectives set by local leadership and consistent with the group’s overall vision.

• Actively participate in medium‑ and long‑term financial planning to support local strategic decision‑making and contribute to the ambitions of the strategic plan within the Canadian context.

• Collaborate with leadership across the various brands (or business units) within the Canadian ecosystem to support their development (organic growth, sector expansion, innovation).

• Act as a trusted business partner to the leaders of each brand, supporting effective management, development and achievement of their objectives.

Financial and Operational Management

• Oversee all financial operations across the region, including accounting, management control, treasury, taxation, payroll and audits.

• Ensure the production of reliable, compliant financial statements for internal and regulatory purposes, in accordance with Canadian standards, group guidelines and public company obligations.

Performance Management and Financial Control

• Implement financial performance indicators to drive profitability and ensure proactive cost management.

• Provide regular financial analyses to Canadian executive management and work closely with business units to support achievement of their financial objectives.

• Support leaders in presenting financial results and analyses during monthly executive meetings and quarterly Board of Directors meetings.

Budgeting and Forecasting

• Coordinate the regional annual budgeting process, ensuring alignment with strategic forecasts and group priorities.

• Produce financial forecasts and variance analyses to adjust action plans and support informed decision‑making.

Financial Reporting

• Prepare monthly, quarterly and annual financial reports for Canadian leadership and group headquarters.

• Ensure the quality, rigour and transparency of financial reporting, while maintaining smooth communication with group finance functions.

Capital Management and Treasury

• Oversee local cash management, optimise liquidity and contribute to effective working capital management.

• Support leadership in managing financing needs and banking relationships across Canada.

Risk Management and Compliance

• Identify regional financial risks and implement appropriate internal control mechanisms.

• Ensure compliance with local tax, legal and regulatory requirements, in alignment with group standards.

Leadership and Team Management

• Lead the local finance team, fostering a culture of collaboration, performance and professional development.

• Support the structuring and professionalisation of the finance function as the subsidiary evolves.

• Lead a comprehensive reorganisation of the local finance team, resulting in increased operational efficiency and a significant reduction in operating costs.

• Navigate a matrix reporting structure, reporting to the Group Chief Financial Officer, while developing close collaboration and strong synergy with the President of the North America region.

Stakeholder Relations

• Build and maintain trusted relationships with business partners, financial institutions, member firms of the Canadian ecosystem, auditors, tax authorities and regulatory bodies.

• Represent the finance function with local management and communicate the subsidiary’s financial results and outlook.

CANDIDATE PROFILE

Education

• Bachelor’s degree in finance, accounting, business administration or a related field.

• MBA or postgraduate degree (an asset).

• CPA designation required.

• Bilingualism required.

Professional Experience

• Minimum of 10 years of experience in financial management, including at least 5 years in a senior leadership role.

• Experience in a multi‑site, high‑growth environment or within a professional services firm (consulting, technology, etc.) is strongly preferred.

Leadership and People Management

• Demonstrated ability to mobilise, lead and develop high‑performing teams in a collaborative and accountable environment.

• Proven ability to establish a culture of excellence, continuous improvement and financial rigour.

Strategic Vision and Business Acumen

• Strong expertise in strategic planning, financial modelling and performance analysis.

• Ability to understand the challenges of a hybrid business model, support growth and contribute to decision‑making with a long‑term perspective.

Technical Expertise

• In‑depth knowledge of Canadian accounting principles, IFRS standards, taxation and local regulatory requirements.

• Strong understanding of internal controls, audit processes and risk management.

Communication and Influence

• Excellent written and verbal communication skills in both French and English.

• Ability to translate complex financial information for non‑specialist audiences and to act as a trusted business partner to management and external stakeholders.

Interpersonal Skills and Collaboration

• Strong interpersonal skills and a collaborative mindset.

• Comfortable operating in a matrixed, dynamic and entrepreneurial environment.

Analysis and Problem‑Solving

• Sharp analytical mindset with a data‑driven approach to problem‑solving.

• High level of autonomy and agility in a transforming environment.

Ethics and Integrity

• Strong commitment to the highest ethical standards, financial data confidentiality and transparency in accounting practices.

WORK LOCATION

Montreal

1100 René‑Lévesque Boulevard West, Montreal, Quebec H3B 4N4

Candidates interested in taking on this strategic challenge are invited to apply by completing the application form below.

All applications will be reviewed and assessed by experienced Phelps recruitment consultants. AI will not be used in the candidate pre‑screening process.