Chief Financial Officer | Directeur financier

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

Job summary

Rally Assets, a leading impact investment firm based in Toronto, seeks a Chief Financial Officer to provide strategic financial leadership. The ideal candidate will have 10+ years of experience, CPA designation, and demonstrate expertise in accounting, operations, and compliance to support the organization’s growth and impact initiatives.

Benefits

Competitive health and benefits plan

Ownership participation via stock options

Performance-based bonus plan

Vacation starting at 20 days/year

Remote work options

Qualifications

• At least 10 years of relevant work experience.
• Experience in asset management or impact investing is a strong asset.
• Proficiency in both English and French is an asset.

Responsibilities

• Provide strategic financial leadership aligned with the company's mission.
• Develop and implement financial policies, internal controls, and risk frameworks.
• Lead annual financial audits and manage relationships with auditors.

Skills

Accounting principles

Operational excellence

Technical accounting expertise

Project management skills

Communication skills

Education

Chartered Professional Accountant (CPA) designation

Tools

Accounting software

Online cash management systems

Job description

Join to apply for the Chief Financial Officer | Directeur financier role at Rally Assets.

[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-driven 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 filings

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, 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
• Legally able to work in Canada without restriction

During the interview, we will review:

• Technical accounting expertise
• Project management and organizational skills
• Critical thinking, good judgment and problem-solving skills
• Communication skills, both oral and written
• Interpersonal skills and ability to build constructive relationships
• Willingness to ‘roll up your sleeves’
• Alignment with our values: curiosity, empathy, generosity, grit, honesty, integrity

Working at Rally Assets

• Purpose-driven company valuing making a positive impact
• Great corporate culture, certified B Corporation
• Personal and professional development opportunities
• Support for work-life balance
• Competitive health and benefits plan
• Ownership participation via stock options
• Performance-based bonus plan
• Vacation starting at 20 days/year
• Remote work options, hybrid and remote support

Application Instructions

Apply through our online portal by June 29. Shortlisted candidates will be contacted. No phone calls.

Inclusion Commitment

We value diversity and encourage all qualified candidates to apply, regardless of background. Contact [e-mail] for accommodations.

About Rally Assets

Impact investment firm helping investors generate social, environmental, and financial returns. Registered in multiple provinces, B Corporation certified. Position is permanent, full-time, with salary $180,000-200,000 plus bonus. Start: July 2025. Apply by June 29, 2025. Interviews: week of July 7, 2025.