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Controller (Family Office/Foundation)

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An exciting opportunity has arisen for a seasoned Controller with a strong background in finance and accounting to join a dynamic team within a renowned Canadian foundation. This role offers the chance to make a significant impact in various areas such as healthcare, wealth inequality and climate change.

What you'll do:

  • Coordinating all accounting, taxes/tax compliance, payables and book-keeping functions across the Foundation
  • Maintaining and managing relationships with external accountants, software providers, back office counterparts, bookkeepers, tax agencies, custodians, and banking relationships
  • Developing and preparing accurate reporting and analysis across all assets
  • Initiating a review of financial policies, procedures, internal controls, and reporting systems to ensure best practice and compliance
  • Creating and managing expense processes including all payables and receivables
  • Providing monthly financial performance reports in concert with the investment team

What you bring:

  • Undergraduate or relevant Masters degree
  • 8+ years of relevant work experience
  • CPA or working towards such certification
  • Experience as a Controller or senior accounting manager in a wealth management platform, asset management firm, endowment, private foundation, public foundation, or family office environment
  • Advanced knowledge of Sage or similar system (main accounting system)
  • Excellent working knowledge and proficiency in MS Excel

Ready to make a difference? Apply now!

Contract Type: FULL_TIME

Specialism: Finance & Operations

Focus: Accounting & Finance

Industry: Financial Services

Salary: CAD130,000 - CAD170,000 per year + Bonus

Workplace Type: Hybrid

Experience Level: Senior Management

Location: Toronto, Ontario

Job Reference: X0OGGN-3D381980

Date posted: June 12, 2024

Consultant: Jack Mehta

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