Manager, Financial Reporting & Insights

BDO Canada; Barrie; On-site; CAD 76,000 - 126,000; Full time

Job summary

A notable financial services firm in Barrie, Ontario is seeking a Manager to join their Financial Reporting & Insights team. This role involves overseeing financial reporting engagements, mentoring team members, and driving operational efficiency. The ideal candidate will have a CPA designation and a minimum of 5 years of experience in public accounting, with strong client management and leadership skills. The company offers a competitive compensation package and a people-first working environment.

Benefits

Flexible work environment

Competitive compensation

Benefits from day one

Market-leading personal time off policy

Qualifications

• Over 5 years of public accounting experience, including management.
• Experience with compilation engagements and financial reporting for private businesses.
• Demonstrated ability to prepare or review corporate and personal tax returns.

Responsibilities

• Oversee financial reporting and compilation engagements.
• Provide mentorship and guidance to team members.
• Monitor engagement budgets and resource allocations.
• Build long-term relationships with clients and enhance service value.
• Drive process improvement and adopt new technologies.

Skills

Technical accounting guidance

Leadership skills

Project management

Client relationship management

Proficiency with Caseware

Proficiency with Sage

Proficiency with QuickBooks

Proficiency with Excel

Education

CPA designation

5 years of progressive experience in public accounting

Job description

Overview

Putting people first, every day. BDO is a firm built on positive relationships with our people and our clients. Our professionals provide exceptional service, helping clients with advice and insight they can trust, and we offer a people-first environment that supports personal and professional growth.

Your Opportunity

BDO Canada is seeking a Manager to join our Financial Reporting & Insights (FR&I) team in Barrie. The FR&I group provides high-quality accounting and financial reporting services for privately held businesses, including compilations, financial statements, and corporate and personal tax compliance. This is a replacement role where you will play a key leadership role — overseeing multiple engagement teams, ensuring the highest quality of work, and supporting the continued growth and success of our FR&I practice.

Key Responsibilities

• Oversee and review financial reporting and compilation (formerly Notice to Reader) engagements across a client portfolio, ensuring technical excellence, accuracy, and timeliness.
• Provide advanced technical accounting guidance and mentorship to Managers and team members.
• Lead the preparation and review of working paper files, financial statements, and corporate and personal tax returns as needed.
• Drive operational efficiency by monitoring engagement budgets, timelines, and resource allocations.
• Build trusted, long-term relationships with clients and proactively identify opportunities to enhance value and strengthen relationships.
• Contribute to the strategic growth of the FR&I team through business development, process improvements, and coaching future leaders.
• Champion the adoption of digital tools, process innovation, and automation to improve quality and efficiency in engagement execution.

How do we define success for your role?

• You demonstrate BDO's core values through all aspects of your work: Integrity, Respect & Collaboration.
• You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work.
• You identify, recommend, and are focused on effective service delivery to your clients.
• You share in an inclusive and engaging work environment that develops, retains, and attracts talent.
• You grow your expertise through learning and professional development.
• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.

Your Experience and Education

• CPA designation required.
• Minimum 5 years of progressive experience in public accounting, including 1+ year in a Manager capacity.
• Strong experience in compilation engagements (formerly Notice to Reader) and financial reporting for private enterprises.
• Demonstrated experience preparing or reviewing corporate and personal tax returns.
• Proven leadership skills in managing teams, engagements, and client relationships.
• Strong project management skills with the ability to manage multiple priorities in a dynamic environment.
• Proficiency with Caseware, Sage, QuickBooks, and Excel; experience leveraging technology for process improvement is highly valued.

Note: The expected compensation range for this role is $76,000 to $126,000.

Why BDO?

Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2026. This recognition reflects our ongoing commitment to learning, development, and an inclusive workplace.

We offer opportunities to grow, and we support your ability to contribute to your community and achieve personal goals.

What we offer

• Flexible, people-first environment with opportunities for learning and development.
• Competitive total compensation, benefits from day one, and a market-leading personal time off policy.
• Support for wellness and access to programs that fit your lifestyle.

Inclusive culture and accommodation

We are committed to a workplace that respects, includes, and values the differences of every individual. If you require accommodation to complete the application process, please contact us.

Flexibility and Code of Conduct

All BDO personnel are expected to spend some time in the office, at client sites, and virtually unless accommodations or alternative work arrangements are in place. Our Code of Conduct provides guiding principles to help us make ethical decisions and maintain trust with each other, clients, and the public.

BDO may use artificial intelligence enabled tools to support aspects of the recruitment process. Tools assist our teams, but human decision making remains central to employment outcomes.

More information on BDO Canada’s Privacy Policy can be found here: Privacy Policy | BDO Canada

Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists. To explore other opportunities at BDO, check out our careers page.