Manager, Client Accounting & Advisory

Kwantum Advisory Inc.; Ontario; Remote; CAD 85,000 - 105,000; Full time

Job summary

Kwantum Advisory Inc. is seeking a Manager for Client Accounting & Advisory, overseeing month-end accounting and managing client relations. Ideal for CPA-designated candidates passionate about startups, this remote-first role offers mentorship and professional development opportunities.

Benefits

Annual bonus based on performance

CPA dues and professional development covered

Remote work environment

Mentorship from senior CFOs

Qualifications

• CPA designation (or near completion)
• 3-5 years of accounting experience required
• Experience managing monthly closes and client communications

Responsibilities

• Oversee month-end close process for multiple clients
• Support preparation of budgets and forecasts
• Provide client support and optimize business performance

Skills

Cloud accounting skills

Financial modeling

Excel proficiency

Leadership

Organizational skills

Education

CPA designation

3-5 years progressive accounting experience

Tools

QuickBooks Online

Xero

Job description

Kwantum Advisory Inc. (KAI) is a Toronto-based financial advisory firm that delivers high-impact fractional CFO, controllership, and cloud accounting solutions to early-stage and high-growth businesses across North America. Our clients include some of the most innovative companies in sectors such as digital health, cybersecurity, blockchain, global e-commerce, and emerging technologies.

We offer a collaborative, fast-paced, and remote-first environment with a focus on learning, strategic impact, and professional development. Our team members gain exposure to financial modeling, investor reporting, budgeting, and hands-on client advisory with the support of experienced CFO mentors.

Job Summary

As Manager, Client Accounting & Advisory, you’ll oversee the month-end accounting function, review client deliverables, manage junior staff, and serve as a key contact for clients. You’ll also support budgeting, forecasting, and strategic insights alongside our CFO team. This role is ideal for a CPA-designated professional with strong cloud accounting skills and a passion for startups and advisory work.

Key Responsibilities

• Own and oversee the month-end close process for multiple clients, including journal entry review, reconciliations, and financial package preparation.

• Manage and review the work of junior team members and bookkeepers (onshore and offshore).

• Support the preparation of budgets, forecasts, and cash flow models.

• Lead process improvements, internal controls, and documentation efforts for accounting operations.

• Provide high-touch client support, helping founders interpret financial results and optimize business performance.

• Implement and optimize cloud-based accounting tech stacks (QBO, Dext, Plooto, Wagepoint, etc.).

• Contribute to internal training, performance reviews, and knowledge-sharing across the team.

• Assist with proposals, pitches, and promoting KAI through digital and networking efforts.

Qualifications

• CPA designation (or near completion) in good standing.

• 3 to 5 years of progressive accounting experience, (public practice or outsourced finance experience is an asset).

• Experience managing monthly closes, financial reporting, and client communications.

• Strong technical proficiency in QuickBooks Online, Xero, and modern finance tools.

• Financial modeling experience and Excel proficiency are strong assets.

• Excellent organizational and time-management skills with the ability to manage multiple clients.

• Proven leadership and mentoring capabilities.

• Interest in startups, technology, and building scalable financial operations.

• Base salary: $85,000–$105,000 depending on experience

• Annual bonus based on individual and firm performance

• Commission on business development

• CPA dues, professional development, and tech allowance covered

• Remote work environment with occasional in-person training (3-4 times per month)

• Ongoing mentorship with senior CFOs and opportunities for advancement into senior finance and advisory roles

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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