Finance Manager
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Financial Manager
My client in the private investment industry is hiring a Financial Officer to take ownership of financial reporting compliance and trust accounting across a diverse portfolio of luxury residential and commercial properties investment entities and retained asset companies.
This is a senior highly technical role suited for someone who enjoys independent work a mix of public practice and industry responsibilities and wants long-term stability with a well-established private investment group.
The environment is professional entrepreneurial flexible and ideal for someone who prefers autonomy over micromanagement. After onboarding a hybrid schedule is expected typically combining office and home-based work.
What you will do
This position carries a heavy compliance and reporting focus along with a variety of finance-related projects.
Core responsibilities:
Prepare large volumes of Financial Statements annually (balance sheet driven Excel based)
Full accounting for multiple trusts and investment entities
Assist with tax planning and compliance requirements
Prepare quarterly distributions
Cash flow management across various entities
Prepare financial packages for quarterly meetings
Maintain and strengthen controls and processes for retained asset entities
Prepare quarterly and annual reporting ratios and lender deliverables
Complete T2 T3 T4 T5 GST and T5013 filings
Support documentation for transactions and accounting entries
Reconcile investments and related party accounts
Light bookkeeping as required including AP and AR
Liaise with external accounting firms for year ends audits and tax filings
Respond to CRA audit requests
Lead financing and refinancing work for ongoing projects
Assist with ad-hoc projects and additional duties as needed
Work in Excel daily with familiarity in accounting software such as QuickBooks
What were looking for
Approximately 7 to 10 years of progressive experience
CPA designation required
Mix of public practice and industry experience
Strong compliance and financial reporting background
Advanced Excel skills comfortable preparing full FS in Excel
Solid tax knowledge
Strong communicator with steady consistent follow-through
Independent organized and able to manage large workloads with limited oversight
Someone looking for long-term fit stability and growth in a private family office environment
Who thrives in this role
You enjoy working independently handling a high volume of technical work and wearing multiple hats. Youre structured detail-oriented and comfortable in an entrepreneurial environment where you are trusted to run your own day. You value stability privacy and a mature workplace with flexibility and strong benefits.
Company Industry
IT Services and IT Consulting
Key Skills
- Cognos
- Forecasting
- Hyperion
- Dealership Experience
- QuickBooks
- Accounting
- Corporate Finance
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Management
- Financial Planning
