Controller

Properly Investment Company; Calgary; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading company in Calgary is seeking a finance professional to support financial operations across multiple entities. The role involves overseeing financial reporting, accounting, and operational functions, requiring a CPA designation and experience in a family office or similar environment. Ideal candidates will possess strong attention to detail and organizational skills, as well as expertise in accounting software and investment administration.

Qualifications

• Minimum of 5-7 years of experience in financial reporting.
• Experience in a family office or multi-entity organization.
• Expertise in investment administration and accounting software.

Responsibilities

• Support financial, operational, and administrative functions.
• Prepare monthly, quarterly, and annual financial statements.
• Manage accounts payable and cash forecasting.

Skills

Accounting

Finance

Financial Reporting

Attention to Detail

Organizational Abilities

Efficiency Improvement

Education

CPA designation

Degree in Finance or Accounting

Tools

QuickBooks

MS Business Central 365

Tax Preparation Software

Excel

Job description

Before applying, please complete the following OMS Survey.

Who we are :

Properly is a third-generation family-owned organization / family office based in Calgary, Alberta. We are a small and tight-knit group that oversees a public equity portfolio, wholly owned operating businesses, commercial and private real estate, and private investments.

Who you are :

You thrive in a small organization (6 people with no further requirement to grow).

You are proactive and systems-oriented.

You prioritize clear, effective, and respectful communication.

You have a strong finance, accounting, and financial reporting background.

You are curious, aware, and coachable.

You have a high level of discretion, integrity, and respect for confidentiality.

You enjoy working with tight, clear, and regular deadlines and overseeing and performing a multitude of accounting / finance activities.

Job Summary :

You will support a wide range of financial, operational, and administrative functions across multiple related entities. Working directly with our Accountant responsible for booking all transactions and creating monthly financial statements, reporting to our COO / CFO, you will prepare accurate, timely, and useful information for all entities which forms the basis for monthly, quarterly, and annual reporting. While on average this job will require two to two and a half days per week of your time, at month, quarter, and year ends, there will be additional days required to meet reporting requirements.

Key Responsibilities :

1. Accounting, bookkeeping, and back-office administration
2. Ensure clear and effective operating processes and internal controls are well documented and in place.
3. Establish and maintain chart of accounts for all individuals and entities.
4. Prepare / review journal entries and reconciliations for monthly and quarterly general ledger closes on an accrual basis.
5. Review intercompany activities and manage accounts payable.
6. Cash management, including forecasting future cash needs and ensuring that bank accounts are appropriately funded and reconciled in advance of those needs.
7. In conjunction with the CFO / COO, prepare an annual operating budget for each entity.
8. Financial administration of all corporate and private properties.
9. Prepare monthly, quarterly, and annual financial statements (balance sheet, income statement, and cash flow statement) tailored to the informational needs of users for review by CFO and presentation to stakeholders.
10. Preparation and reconciliation of investment performance reports (including summaries of investment balances, values, and rates of return), individually and by entity.
11. Automate and improve reporting quality and efficiency.
12. Maintain organized, audit-ready financial records and supporting documentation.
13. Prepare and review (where prepared by third parties) personal and corporate tax returns for final review by CFO and relevant experts.
14. Interface with CRA and other regulatory agencies on tax, excise, and other regulatory matters.
15. Maintain up-to-date filings and corporate minute books for all entities.

Key Requirements & Qualifications :

• CPA designation earned while working at a Big Four firm (or similar) with a degree in Finance, Accounting, or related field.
• Minimum of 5-7 years of experience, preferably within a family office, private wealth, or multi-entity organization with rigorous financial reporting responsibilities.
• Experience and knowledge of investment administration (public and private).
• Expertise in accounting software (e.g., QuickBooks, MS Business Central 365) and Excel.
• Experience with tax preparation software.
• Exceptional attention to detail, accuracy, and organizational abilities.
• Aptitude for finding efficiencies and adopting new software.
• Ability to manage multiple entities and complex financial structures.