The Director of Finance is responsible for the financial health of the family office and strategic financial planning. This role provides financial leadership by improving and overseeing all accounting and treasury functions, managing budgets, as well as wealth and risk management.
Requirements
- 10 plus years experience in a senior level finance or accounting position
- Bachelor’s degree in finance, Accounting, business administration or related field (master’s degree preferred)
- Professional Accounting Designation (CPA)
- Financial analysis, budgeting and strategic planning experience
- Extensive experience and knowledge of all aspects of corporate accounting, taxation and financial management
- Experience overseeing or performing financial statement audits
- Previous experience working in a family office an asset
- Problem solving, decision making and judgment
- High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts
- Proficiency with relevant software applications, including ERP systems, QuickBooks and Microsoft Office 365
- Highly motivated, results-oriented individual with a demonstrated ability to work collaboratively with multiple constituencies to accomplish objectives
- Ability to maintain the highest level of confidentiality with special attention to sensitive information related to ownerships assets and financial positions
- Knowledge of budget preparation and analysis techniques
Benefits
- Employer paid extended health, vision, and dental coverage (including family)
- Employee and Family Assistance Program
- Yearly health and wellness benefit
- RPP eligibility after one year
- Employee recognition program
- In-house professional development opportunities