Manager, Finance

Kassen Recruitment

Toronto

On-site

CAD 90,000 - 130,000

Full time

15 hours ago
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Job summary

Kassen Recruitment is seeking a Manager, Finance in Toronto to lead financial reporting and investment-related activities. The role partners with senior leadership and external service providers to ensure accurate reporting and process improvements in a fast-paced environment.

The ideal candidate will hold a CPA, have a Bachelor's in accounting/finance, and 5+ years in finance or investment reporting, with strong Excel, ERP, and stakeholder-management skills.

Qualifications

  • Requires CPA designation and a Bachelor's degree.
  • 5+ years of progressive experience in finance or investment reporting.
  • Experience with investment management or financial services is an asset.

Responsibilities

  • Oversee financial reporting packages and statements.
  • Review fund reporting, performance metrics, and supporting docs.
  • Manage capital activities, cash flow forecasting, liquidity planning, and stakeholder reporting.
  • Present analyses to senior leadership and drive reporting improvements.
  • Collaborate with internal teams and external providers to ensure timely reporting.
  • Support tax reporting, audits, and regulatory/compliance activities.
  • Analyze complex accounting matters and determine appropriate treatments.
  • Drive process improvements and leverage AI-enabled tools to enhance efficiency.

Skills

Financial reporting
Excel (Advanced)
ERP systems
Analytical thinking
Stakeholder management
AI-enabled tools
Leadership

Education

Bachelor's degree in Accounting/Finance/Business
CPA designation

Tools

ERP systems
Financial reporting software

Job description

An established financial services firm is seeking a Manager, Finance to join its finance team. This is an exciting opportunity for an experienced CPA who enjoys working in a dynamic, fast-paced environment with exposure to complex investment structures, financial reporting, and strategic business initiatives.

About the Role

Reporting to senior finance leadership, this role is responsible for overseeing financial reporting, fund operations, forecasting, and compliance activities for a diverse portfolio of investments. The successful candidate will partner with internal stakeholders and external service providers to ensure accurate financial reporting while identifying opportunities to improve processes and drive operational efficiencies.

What You’ll Do
  • Oversee the preparation and review of financial reporting packages, including financial statements prepared under applicable accounting standards
  • Review fund reporting, performance metrics, and supporting documentation to ensure accuracy and completeness
  • Manage capital activities, cash flow forecasting, liquidity planning, and stakeholder reporting
  • Present financial analyses and significant transactions to senior leadership
  • Partner with internal teams and external service providers to support timely and accurate reporting
  • Support tax reporting, audit activities, and compliance with regulatory and internal control requirements
  • Analyze complex accounting matters and recommend appropriate accounting treatments
  • Drive continuous improvement initiatives by enhancing reporting processes, controls, and operational workflows
  • Leverage emerging technologies and AI-enabled tools to improve efficiency and support data-driven decision-making
  • Participate in special projects, business initiatives, and ad hoc financial analyses
What You’ll Bring
  • Bachelor's degree in Accounting, Finance, Business, or a related discipline
  • CPA designation is required
  • 5+ years of progressive experience in finance, accounting, or investment reporting
  • Experience within investment management, private funds, asset management, or financial services is considered an asset
  • Strong understanding of financial reporting, consolidation, and complex legal or ownership structures
  • Advanced Microsoft Excel skills and experience working with financial reporting or ERP systems
  • Strong analytical, problem-solving, and critical thinking abilities
  • Excellent communication and stakeholder management skills
  • Proven ability to lead initiatives, manage competing priorities, and thrive in a fast-paced environment
  • Experience using AI-enabled productivity tools to improve workflows is considered an asset
Why Join

This is an excellent opportunity to join a collaborative finance team within a global organization that values innovation, continuous improvement, and professional development. You'll gain exposure to complex financial structures, work closely with senior leadership, and contribute to strategic initiatives that have a meaningful impact across the business.

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