Chief Financial Officer | Directeur financier

Rally Assets; Ontario; On-site; CAD 150,000; Full time

Job summary

A leading investment management firm is seeking a Chief Financial Officer to drive strategic financial leadership and oversee comprehensive finance operations. The CFO will collaborate with senior leaders to ensure compliance, enhance operational efficiency, and lead a talented finance team. Candidates should possess strong experience in finance and a deep understanding of compliance within the investment landscape.

Qualifications

• Significant experience in financial leadership roles, ideally in investment management.
• Proven track record of managing finance teams successfully.
• Expertise in regulatory compliance and risk management.

Responsibilities

• Provide strategic financial leadership and oversee all finance operations.
• Manage financial planning, budgeting, forecasting, and stakeholder reporting.
• Lead compliance initiatives and manage relationships with service providers.

Skills

Strategic Leadership

Financial Planning

Compliance Management

Operational Excellence

Education

CPA or equivalent

MBA preferred

Job description

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ROLE DESCRIPTION

The CFO, a member of the leadership team reporting to the President, provides strategic leadership and oversight across all key elements of finance, operations and compliance in our purpose-driven firm.

PRIMARY DUTIES

• Provide strategic financial leadership aligned with our mission, vision and long-term goals
• Lead all aspects of finance, operations and compliance for our growing, independent portfolio management firm, subsidiaries and funds
• Oversee financial planning, budgeting, forecasting and analysis to support strategic decision-making and organizational growth
• Partner with others senior leaders on capital structure, fundraising, investor reporting and Board governance
• Develop and implement financial policies, internal controls and risk management frameworks, ensuring regulatory and industry compliance
• Manage and mentor a high-performing finance team – Accountant, Operations Manager, Senior Portfolio Administrator and Portfolio Administrator, fostering operational excellence and continuous improvement
• Enhance workflows, processes and systems to optimize efficiency and support cost-effective, tech-enabled operations
• Manage relationships with key service providers and vendors that support the day-to-day operations of the finance, operations and compliance functions

Finance:

• Lead our strategic financial planning, including annual budgeting, ongoing financial analysis and review of financial performance
• Lead our annual financial audit, including by liaising with the auditor and coordinating and preparing audit material
• Lead on reporting financial information to key stakeholders including government departments and fund LPs on a periodic basis
• Oversee all portfolio admin, middle and back office, and fund operations
• Manage and oversee all aspects of our day-to-day finance needs including payroll, invoicing, monthly P&L, account reconciliation, treasury and cash management, internal and external reporting, intercompany billing, vendor management and corporate and regulatory fillings

Operations:

• Lead on all operational areas of our growing business, including management of related entities and joint ventures
• Lead and provide strategic guidance on our investment operations function, including our ability to operate public and private funds and managed accounts in an efficient, scalable, secure and technology-enabled manner
• Lead and provide strategic guidance on key business operations functions including IT, administration and implementation of technology systems

Compliance:

• Working with our CCO and external counsel, lead and manage all aspects of our compliance program including the compliance oversight program, regulatory reporting, conflicts of interest and other functions related to a registered Portfolio Manager and Exempt Market Dealer

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

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