Purpose Investments: Financial Reporting Lead
Purpose Investments
Lead the charge in financial reporting at Purpose Investments, a front-runner in innovative asset management. This managerial role combines deep financial knowledge with regulatory acumen. As the Financial Reporting Lead, your primary responsibility will be managing the production of financial statements, ensuring they meet all regulatory requirements. You will be instrumental in driving improvements through automation and AI tools while maintaining compliance with industry standards. Your ability to translate complex regulations into actionable strategies will be essential to your success in this role. Key Responsibilities:
- Produce defect-free Annual and Semi-Annual Financial Statements
- Drive Fund Facts and quarterly disclosures timely
- Oversee reporting processes with human review controls
- Collaborate tightly with compliance and legal teams
- Adapt AI tools for enhanced reporting efficiencies
- 3-5 years of relevant experience in financial reporting
- Knowledge of Canadian investment regulations
- CPA designation or in progress
- End-to-end regulatory filing ownership
- Familiarity with AI reporting tools
Vacancy posted 17 hours ago
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