Controller
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Job Location:
Lethbridge - Canada
Monthly Salary:
Not Disclosed
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
Advantage Financial Group is a rapidly growing multi-entity financial services firm offering investment advisory insurance estate planning and tax services. We pride ourselves on our close-knit team personalized client service and commitment to strong fiscal management compliance and operational excellence.
The Controller supports the financial operations of the organization and ensures accurate timely and compliant accounting and reporting across multiple entities. Reporting to the VP Finance & Operations this hands-on role manages day-to-day accounting functions oversees an Accounting Clerk and prepares consolidated financial statements and management reports for executive review.
The ideal candidate brings accounting and reporting experience from a financial services or investment management environment with a strong technical foundation in IFRS reporting experience with integrating new entities and the ability to convert financial statements from cash or PE GAAP to IFRS and accrual basis. The role also requires the ability to manage accounting in a multi-entity multi-currency environment with strong attention to detail and adaptability in a fast-paced evolving business setting.
Key Responsibilities
Financial Management & Reporting
Oversee full-cycle accounting for multiple entities including journal entries reconciliations and month-end and year-end closing processes.
Prepare timely consolidated monthly financial statements management reports and supporting schedules for review by the VP Finance & Operations.
Ensure accurate accounting records and reporting align with IFRS and company policies.
Assist in the preparation of annual budgets forecasts and variance analyses.
Support the VP Finance & Operations in financial modeling cash flow projections and performance analysis.
Maintain accurate financial records across multiple currencies ensuring appropriate conversion and consolidation adjustments.
Support accurate accounting for investment-related transactions and regulatory reporting requirements specific to portfolio management and advisory operations.
Entity Integration & Conversion
Support the integration of new entities into the companys accounting and reporting framework.
Manage or assist in the conversion of financial statements from cash basis or PE GAAP to IFRS and accrual basis ensuring consistency and accuracy across all entities.
Customize checklists documentation and reconciliation processes to fit the specific needs of each entity integration or accounting standard conversion.
Coordinate with external advisors and auditors to validate conversion adjustments and ensure compliance with IFRS disclosure requirements.
Team Leadership & Staff Oversight
Supervise and mentor the Accounting Clerk ensuring timely completion of AP AR and reconciliation activities.
Provide guidance feedback and training to support professional growth and maintain accuracy in day-to-day accounting.
Oversee task prioritization and ensure adherence to reporting timelines.
Promote teamwork and continuous improvement within the accounting function.
Internal Controls & Process Improvement
Maintain and enhance internal controls accounting policies and standard operating procedures.
Recommend and help implement process improvements to increase efficiency and reporting accuracy.
Collaborate with the VP Finance & Operations on accounting system enhancements automation and integration projects across multiple platforms including NetSuite implementation and migrations and integrations from QuickBooks Sage etc.
Cash Flow & Treasury Support
Monitor daily cash balances and prepare periodic cash flow forecasts for review.
Manage payments transfers and intercompany reconciliations.
Review bank and credit card reconciliations responding to escalated discrepancies as needed.
Support treasury functions related to foreign exchange multi-currency transactions and intercompany settlements.
Audit & Compliance
Internally coordinate annual audits and reviews ensuring timely preparation and submission of all audit deliverables.
Manage audit timelines and liaise with auditors to resolve issues efficiently.
Prepare working papers reconciliations and supporting schedules for review.
Prepare and file periodic tax remittances (GST/HST payroll deductions) and coordinate with external advisors as required.
Maintain comprehensive and organized financial records in compliance with IFRS and regulatory requirements.
Cross-Functional Support
Partner with internal departments to provide accurate financial data and analytical insights.
Assist the VP Finance & Operations with financial analyses management presentations and other special projects.
Support financial planning reporting and operational decision-making processes.
Qualifications
Education & Experience
Degree in Accounting Finance or related field.
CPA designation (or in advanced stages of completion) is strongly preferred.
8 years of progressive accounting experience ideally in a multi-entity environment.
Experience with IFRS reporting multi-currency accounting entity integrations and conversion from cash or PE GAAP to IFRS/accrual basis.
Experience within a portfolio management investment or financial advisory firm is a strong asset.
Prior supervisory experience managing staff or accounting clerks is an asset.
Skills & Competencies
Strong technical accounting knowledge with emphasis on IFRS consolidations and multi-currency operations.
Demonstrated ability to integrate new entities and manage accounting conversions.
Excellent ability to multitask and adapt to a changing fast-paced environment.
Proficiency in multiple types of accounting software including NetSuite QuickBooks and Sage.
Advanced analytical and problem-solving skills with high attention to detail.
Excellent communication and interpersonal skills with a collaborative and solution-oriented mindset.
Strong organizational and time-management abilities with the capacity to meet multiple deadlines.
We thank all applicants for their interest and wish to advise that only those candidates selected for an interview will be contacted. Appropriate accommodations will be provided upon request throughout the recruitment and employment process as required under the Accessibility for Ontarians with Disabilities Act (AODA).
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About Company
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