Director, Finance and Fund Governance

Director, Finance & Fund Governance is a senior leadership role responsible for overseeing the financial planning and analysis of the company and mutual funds, ensuring regulatory compliance and governance, and driving automation and AI initiatives to improve efficiency.

Responsibilities

Financial Planning & Analysis

• Lead the end‑to‑end financial close and reporting cycle for monthly, quarterly, and annual deliverables.
• Oversee and review monthly journal entries and results.
• Prepare dashboards, departmental expense reports, and variance analyses.
• Manage the forecasting and annual profit planning process, including revenue and expense forecasts.
• Recommend financial models and strategic benchmarks for forecasting.
• Coordinate departmental budget reviews and profit plan presentations.

Fund Governance

• Accountable for the execution and effectiveness of the governance framework supporting the mutual funds.
• Oversee the preparation of fund financial statements, continuous disclosure documents, and other fund documents.
• Ensure compliance with IFRS, NI 81‑106, and NI 81‑102.
• Oversee PFIC reporting, distribution, and tax processes, and specialty fund disclosures.

Strategic Projects & Automation

• Lead financial analysis for new products, compensation programs, and efficiency initiatives.
• Lead cross‑functional fund launch initiatives, including project planning, stakeholder coordination, regulatory filings, operational readiness, and post‑launch reporting.
• Design complex financial models and profitability metrics.
• Drive digitization and AI‑assisted automation to improve efficiency and reduce manual effort.
• Act as a strategic partner to business leaders, providing actionable financial insights and supporting ad hoc analysis and modeling for decision‑making.
• Collaborate across functions on initiatives related to product development, fund events, and operational readiness.

Team Leadership & Collaboration

• Inspire and mentor a team of finance professionals, fostering accountability, curiosity, and continuous learning.
• Promote cross‑functional collaboration to break silos and enhance enterprise‑wide financial acumen.
• Support career development and succession planning for a resilient finance function.

Qualifications

• 10+ years of progressive experience in finance or accounting, preferably in asset management.
• 2–3 years of management experience.
• University degree in Finance or Accounting; CPA, CA, or MBA designation required.
• Strong financial analysis skills with a foundation in performance measurement and modeling.
• Demonstrated leadership, analytical, and communication skills.
• Experience working with large data sets, financial systems, and databases.
• Proficiency in Microsoft Office Suite (Excel, Access, PowerPoint); BI tools is an asset.
• Experience with AI and automation tools in financial operations is a plus.
• High attention to detail, intellectual curiosity, and a proactive, solutions‑oriented mindset.

Benefits

• Flexible group insurance.
• Competitive pension plan.
• Stock purchase plan.
• Vacation and wellness/personal development days.
• Telemedicine and employee assistance program.
• Ergonomic furniture program and performance bonus.
• Discounts on company products.

The typical hiring range for this position is between $125,000 and $165,000 CAD per year. The base salary offered may vary based on knowledge, skills, experience, and internal equity.