Finance Manager
Job Description
Our client is seeking an experienced Finance Manager to join their Calgary-based organization. This is a broad, hands-on finance and accounting leadership role supporting a complex group of privately held entities, investments, trusts, foundations, and personal financial interests.
Reporting to the Director, the Finance Manager will oversee financial reporting, tax compliance, treasury, investment accounting, budgeting, and day-to-day financial operations. The successful candidate will work closely with internal accounting resources and external advisors and will play an important role in ensuring accurate, timely, and well-organized financial information across the organization.
Responsibilities:
Financial Reporting & Accounting
Oversee the preparation of quarterly and annual financial statements across multiple entities.
Prepare and review monthly, quarterly, and annual financial reporting packages.
Review, prepare, and approve accounting and bookkeeping entries.
Oversee month-end and year-end close processes.
Approve monthly bank account reconciliations.
Prepare net worth statements, consolidated estimates of value, and other financial reporting as required.
Develop and maintain financial reporting processes, schedules, and filing calendars.
Identify opportunities to automate and improve management reporting.
Tax & Compliance
Coordinate and/or prepare personal and corporate tax filings, including T1, T2, and T3 returns.
Prepare and coordinate T4 and T5 slips.
Prepare GST returns and related compliance reporting.
Support trust, foundation, and other regulatory filings.
Work with external accounting and tax advisors as required.
Treasury & Cash Management
Monitor cash positions and banking activity across multiple entities.
Manage treasury activities, including bank transfers, wires, and short-term/overnight investments.
Prepare monthly cash forecasts and monitor anticipated funding requirements.
Manage corporate cash sweeps.
Maintain debt summaries and consolidated cash position reporting.
Coordinate investment funding and capital calls.
Investment & Portfolio Accounting
Manage accounting and reporting for new and existing investments.
Prepare monthly personal and corporate investment summaries and investment schedules.
Maintain accurate records of dividends, interest, distributions, return of capital, DRIPs, and other investment activity.
Prepare investment reporting and assist with research and analysis of potential investment opportunities.
Support the preparation of consolidated investment portfolio and cash/debt reporting.
Team & Operational Support
Manage and support the Accountant, providing oversight, direction, and mentorship.
Oversee the accounts payable process.
Work collaboratively with internal stakeholders and external professional advisors.
Support the preparation of materials for family and management meetings.
Maintain accurate records of personal capital assets, including vehicles, artwork, and jewelry.
Coordinate property and automobile insurance renewals and related reporting.
Maintain calculations related to charitable disbursement quotas and coordinate the review and distribution of funds to registered charities.
Perform other finance and accounting responsibilities as required.
Requirements
CPA designation required; CPA, CA preferred.
Public practice accounting experience is required.
Strong experience with personal, corporate, and trust tax matters.
Experience preparing or reviewing T1, T2, and T3 returns.
Experience preparing T4 and T5 slips.
Strong understanding of investment accounting and reporting.
Experience preparing and reviewing financial statements.
Demonstrated experience with treasury, cash management, reconciliations, and financial reporting.
Strong organizational skills and the ability to manage multiple entities, deadlines, and priorities.
Comfortable working in a highly confidential environment involving sensitive financial information.
Technology & Systems
Advanced proficiency in Microsoft Office, particularly Excel.
Strong Excel capabilities, including functions such as INDEX/MATCH, SUMIF, and SUMIFS.
Advanced Excel skills, including PivotTables, VBA, and macros, are considered an asset.
Proficiency with Microsoft Teams.
Experience with Dynamics 365 Business Central and Jet Reports is considered an asset.
Please submit all resumes to Alison Caldwell at Caldwell@catchrecruitment.com