Manager, Financial Reporting & Insights

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

Benefits offered by this job

Competitive total cash compensation

Flexible benefits from day one

Support for overall wellness

Job summary

BDO Canada is seeking a Manager to join their Financial Reporting & Insights (FR&I) team in Kelowna. This role involves managing financial reporting for privately held businesses, ensuring timely and high-quality deliverables.

The ideal candidate will hold a CPA and have a minimum of 2-3 years of experience in public accounting, with strong expertise in tax compliance and client relationship management. The company offers competitive compensation and opportunities for professional development.

Qualifications

• CPA designation required.
• Minimum 2-3 years of experience in a Manager role within public accounting.
• Strong experience in compilation engagements and financial reporting for private enterprises.

Responsibilities

• Manage and oversee financial reporting and compilation engagements.
• Review and prepare working paper files and tax returns.
• Provide technical guidance and leadership to team members.

Skills

Management of financial reporting

Client relationship management

Technical guidance and leadership

Proficiency in Caseware

Tax compliance and reporting

Proficiency in QuickBooks

Proficiency in Excel

Education

CPA designation

2-3 years of experience in public accounting

Tools

Caseware

Sage

QuickBooks

Excel

Job description

BDO Canada is seeking a Manager to join our Financial Reporting & Insights (FR&I) team. This role involves managing and overseeing financial reporting and compilation engagements for privately held businesses, including compilations, financial statements, corporate and personal tax compliance.

Key Responsibilities

• Manage and oversee financial reporting and compilation engagements, ensuring timely, accurate, and high-quality deliverables.
• Review and prepare working paper files, financial statements, and corporate and personal tax returns, providing hands‑on support where needed.
• Provide technical guidance and leadership to team members, ensuring files meet firm and professional standards.
• Manage project timelines, budgets, and staff assignments to meet client deadlines efficiently.
• Maintain strong, positive client relationships and identify opportunities to improve service delivery and client experience.
• Support the team's continued adoption of digital tools and process enhancements to drive efficiency and quality in engagement execution.

Success Criteria

• Demonstrate BDO's core values: Integrity, Respect & Collaboration.
• Understand client's industry, challenges, and opportunities, and be described as positive, professional, and delivering high-quality work.
• Identify, recommend, and focus on effective service delivery to clients.
• Share in an inclusive and engaging work environment that develops, retains, and attracts talent.
• Grow expertise through learning and professional development.
• Participate in the adoption of digital tools and strategies to drive an innovative workplace.

Your Experience And Education

• CPA designation required.
• Minimum 2-3 years of experience in a Manager role within public accounting, focused on compilations and tax compliance.
• Strong experience in compilation engagements and financial reporting for private enterprises.
• Experience preparing or reviewing corporate and personal tax returns is required.
• Proven ability to manage multiple priorities in a fast-paced, client-focused environment.
• Proficiency with Caseware, Sage, QuickBooks, and Excel; experience leveraging technology to streamline work is an asset.

Salary range: $76,000 - $126,000

Benefits

• Competitive total cash compensation that recognizes and rewards contributions.
• Flexible benefits from day one, and a market leading personal time off policy.
• Support for overall wellness beyond working hours and reimbursement for wellness initiatives that fit your lifestyle.

EEO and Inclusion

We are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate differences among employees, including race, religious beliefs, abilities, age, marital status, family status, gender identity, and sexual orientation. If you require accommodation to complete the application process, please contact us.