Chief Financial Officer | Directeur financier

Rally Assets; Toronto; Hybrid; CAD 180,000 - 200,000; Full time

Job summary

A leading impact investment management firm in Toronto seeks a Chief Financial Officer (CFO). The ideal candidate will lead all financial aspects, ensure compliance, and contribute to strategic growth while fostering a positive corporate culture. This role offers a competitive salary, performance-based bonuses, and opportunities for remote work. Interested individuals should apply by June 29.

Benefits

Competitive health and benefits plan

Stock option plan

20 days vacation entitlement

Personal and professional development opportunities

Great corporate culture

Qualifications

• At least 10 years relevant work experience.
• Strong knowledge of IFRS and ASPE.
• Experience working with a small, dynamic team.

Responsibilities

• Provide strategic financial leadership aligned with the firm’s mission.
• Oversee financial planning, budgeting, and regulatory compliance.
• Manage and mentor a high-performing finance team.

Skills

Strategic financial leadership

Operational excellence

Communication skills

Technical accounting expertise

Education

Chartered Professional Accountant (CPA)

Tools

Accounting software

Online cash management systems

Job description

[Full job description, in English and French | Description complète du poste, en anglais et en français: https://rallyassets.com/about/team/jobs/

Have you developed your strengths and honed your skills through diverse experiences in increasingly senior and complex roles? Are you looking to apply your financial acumen to ensure financial sustainability and deliver significant impact? Are you prepared to roll up your sleeves and contribute clarity, structure and forward-thinking guidance to a purpose-drive firm? If so, you may be perfect as our new CFO.

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 other 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 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
  
  

Qualifications

On your resume, we ask that you demonstrate the following:

• At least 10 years of relevant work experience
• A Chartered Professional Accountant (CPA) designation, active and in good standing
• Strong knowledge of accounting principles and practices, including IFRS and ASPE
• Familiarity with online cash management systems and accounting software
• Operational excellence, having improved workflows, processes documentation and communication
• Experience dealing with securities regulatory bodies, government agencies and Boards of Directors
• Experience leading and building finance and operations functions in a relevant industry
• Experience working with a small, dynamic team
• Technology literacy: experience working with modern, cloud-based digital systems, SaaS and fully digitized processes
• Experience at an independent portfolio management firm or in the asset management industry would be a strong asset
• Experience working in impact investing and/or private investing would be an asset
• Proficiency in both English and French would be an asset
• That you are legally able to work in Canada without restriction
  
  

During the interview we will be reviewing, assessing and covering the following:

• Technical accounting expertise
• Project management and organizational skills
• Critical thinking skills, good judgment and problem-solving aptitude
• Communication skills, both oral and written
• Interpersonal skills and ability to build constructive relationships with internal and external parties
• Your willingness to ‘roll up your sleeves‘
• Your belief in our company values of curiosity, empathy, generosity, grit, honesty and integrity
  
  

WORKING AT RALLY ASSETS

• Work at a company that is purpose-driven and values-aligned where you will be able to contribute on a daily basis to making the world better
• A great corporate culture – a certified great place to work and a certified B Corporation
• Personal and professional development opportunities
• We strive to support everyone to have a good work-life balance
• A competitive health and benefits plan designed to support the welfare of team members
• Opportunity for ownership participation through a stock option plan
• Participation in a bonus plan based on financial, impact and corporate performance
• Vacation entitlement starts at 20 days a year
• Work remotely. While most of the Rally team lives in Toronto, we support hybrid and remote working conditions when possible
  
  

APPLICATION INSTRUCTIONS

Interested individuals should apply through our online application portal by June 29. Shortlisted candidates will be contacted for interview. No phone calls please.

COMMITTED TO INCLUSION

Rally Assets Inc. is committed to equity, diversity and inclusion. We intentionally strive to have a workforce that mirrors the diverse demographics in this country. We encourage all applicants to apply regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability or Indigenous status. Studies have shown that women, people of colour, people with disabilities and people from 2SLGBTQIA+ communities are less likely to apply to jobs unless they meet every single qualification. If you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway, as you may be the ideal candidate we are looking for. If you require accommodation during the recruitment and selection process, please let us know: [e-mail]. We will work with you to provide as seamless a recruitment experience as possible.

About Rally Assets

Rally Assets is an impact investment management firm. The firm helps investors generate positive social and environmental impact alongside a financial return. Rally creates impact funds and custom portfolios to enable foundations, other institutional investors, family offices and individual accredited investors to invest in alignment with their values. Through Realize Capital Partners, Rally is a fund-of-funds manager for the Government of Canada’s Social Finance Fund. Rally is a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario and Quebec with the respective provincial securities commissions. Rally is a certified B Corporation.

Permanent, Full-Time Position

Salary: $180,000-200,000 a year, plus performance-based bonus

Expected Start Date: July 2025

Application Deadline: Sunday, June 29, 2025

First Interviews: Week of July 7, 2025 (expected)