- Calgary, Alberta, Canada
- Senior
- 7+ years
Senior Manager responsible for financial control and accounting activities for family office clients across multiple entities, providing strategic reporting, financial modelling, and client liaison.
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
- Conduct financial reconciliation, accuracy checks and maintain a strong understanding of complex financial structures
Requirements
- Bachelor’s degree in Accounting, Finance, Commerce, or a related field
- Completed CPA designation