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Controller (Closed)

Job Highlights
Direct Hire

About the Company 

Our client is Canadian investment firm. They are looking for a Controller. The role will provide financial and administrative services to support the work of management and further the goals of the organization 

Why Work Here 

  • Great work life balance  
  • Office full of CPAs and Lawyers: very professional culture  
  • Longer tenure with employees, smaller, close knit office    

About the Opportunity 

  • Develop and document business processes and accounting policies to maintain and strengthen internal controls  
  • Ensure appropriate allocation of expenses to the funds maintained (Mutual Fund Dealer Fund and Investment Dealer Fund) 
  • Accurate and timely completion of monthly and quarterly financial reporting and preparation of working paper file  
  • Prepare audit requests for auditors (planning, interim, year-end) and act as the primary point of contact during audit  
  • Coordinate and direct the preparation of budgets, financial forecasts, and report variances  
  • Manage and comply with government reporting requirements and tax filings Investments 
  • Liaise with relationship managers at banks and investment custodian  
  • Maintain portfolio database in FileMaker  
  • Monitor investments  
  • Provide officers with relevant info to perform any investment transaction required  
  • Ensure that investments are in compliance with policy set by the Board  
  • Prepare and submit monthly investment reports for review by CFO Human Resources 
  • Maintain HR procedures, including Employee Handbook 
  • Recruit, attract, and present the right candidates who will contribute in a productive and positive way to the organization  
  • Prepare employee offers and contracts  
  • Provide an onboarding experience that sets the bar for organization expectations  
  • Administer performance reviews, semi-annually and annually 
  • Oversee training and development plans for staff  
  • Oversee semi-monthly payroll for staff, and quarterly payroll for Directors 
  • Manage company benefits - enrollments, changes & terminations, and Group RRSP plan Other  
  • Supervise and mentor the Financial Analyst  

About You 

  • CPA Designation 
  • A minimum of 5 years of progressive Hybrid experience (Financial Reporting and Analysis) 
  • Experience with not-for-profit and fund accounting preferred 
  • Knowledge of Human Resource regulations in Canada preferred  
  • Familiarity of AccountEdge software preferred 

Salary Range 


How to Apply 

Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.  When referencing this job, quote #363710. 

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role. 

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