- Calgary, Alberta, Canada
- Manager
- 7+ years
Senior Manager financial controller for family office clients, overseeing finance and accounting activities, strategic reporting, and financial modelling.
Responsibilities
- Act as a controller to clients and maintain a consolidated view of their overall financial and investment activities
- Coordinate accounting, bookkeeping, investment reporting activities and oversee the finance/accounting/bookkeeping/investment team’s activities
- Coordinate with the offshore team to support efficient and consistent service delivery
- Act as the key liaison for the client and hold regular status update meetings in conjunction with the Lead Family Office Relationship Manager, Lead Partner and Family Office Leader
- Conduct financial reconciliation, accuracy checks and maintain a strong understanding of complex financial structures involving investment companies, brokerage and bank accounts, credit and lending structures, trusts, partnerships, and estate planning
Requirements
- Bachelor’s degree in Accounting, Finance, Commerce, or a related field
- Completed CPA designation