Manager, Finance
Kassen Recruitment
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 RoleReporting 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 JoinThis 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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About the RoleReporting 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 JoinThis 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.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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