Accounting & Finance
Fantastic opportunity with a very well-established and successful Investment Firm. This is a great role for a well-rounded intermediate-level accounting professional who enjoys variety. We are looking for a CPA-designated Accountant who wants to do good work for good people, and to develop their career with a stable, successful, and reputable organization.
Who- the Company:
Our client is a very reputable Investment Firm which has various entities, multiple business lines, and operations in Canada and the US. The company is very well-diversified and operates under various well-known brand names. The firm is led by impressive and down-to-earth leaders. Swim Recruiting can provide more insight into the people of this firm, as well as the culture.
What- the Role:
Our client is hiring for a new Senior Accountant who will take on a variety of tasks. The role will report to a Director of Finance and will work closely with a close-knit accounting team. This is an exciting opportunity working in a boutique firm that has a broad range of businesses. The Sr. Accountant will take on a variety of tasks and will be a key member of the corporate team. There is opportunity for career development over the years and the leadership is looking for an Accountant who can steadily grow with the organization.
What- the Responsibilities:
- Full-cycle accounting, including bank reconciliations and journal entries
- Preparation of monthly financial statements for SPVs, investment entities and quarterly compilations
- Cash flow management of the funds and expense payments.
- Managing the wealth management platform (called Addepar) as a power user, ensuring data is accurate and up to date.
- Assist with budgeting and forecasting for all investment entities.
- Assist with the annual financial statement audits and tax reporting requirements.
- Ensure accurate accounting records maintenance.
- Ad-hoc requests as required, including projects and process improvements
This is a great role for someone who wants to progress in their career within accounting in the exciting investment, private equity, and real estate acquisition business. There are great business leaders to learn from at this firm!
Who- the Candidate:
Qualified candidates will be self-motivated and driven, with the ability to learn quickly and the willingness to seek out process improvements. The ability to clearly convey accounting and loan administration information is important.
- CPA designation (or International equivalent) is required.
- Relevant post-secondary education (i.e. a degree in commerce, business, finance, etc.)
- Qualified candidates will have 3+ years progressive experience in accounting, including experience with multi-entity and multi-currency accounting.
- Systems:
- Intermediate to advanced Excel (pivot tables, v look-ups, most formulas & functions, etc.)
- Experience using Addepar is an asset, but not at all required, as long as the Accountant is able and eager to learn the system quickly!
- Experience with Sage 300 is a plus, not required.
- Ability to learn new technologies and software.
- Experience working in a similar firm within family office, venture capital, private equity, financial services, wealth management, or real estate investment trust (REIT) is preferred. If not, a genuine interest in this sector with ability and willingness to learn quickly.
- Highly detail-oriented, organized, professional, and efficient.
- Excellent communication skills (written and spoken), with ability to prepare polished business documents and materials.
Where:
Downtown Vancouver, in the heart of the financial district. Full-time in office.
How Much:
The new Senior Accountant will earn a competitive base salary commensurate with seniority and relevance of work experience, qualifications, and skills, likely in the range of $83,000 to $95,000. Additionally, the Senior Accountant will be eligible for a performance-based bonus, professional development support (i.e. annual CPA membership fees), paid time off, extended health benefits, etc. Please discuss your base salary and total compensation expectations in more detail with SWIM.
When & How to Apply:
Swim Recruiting will be screening and shortlisting on behalf of our client and presenting suitable candidates directly to the hiring team for review. If you are interested in this great Senior Accountant opportunity with a successful and stable Canadian firm, please do not hesitate to apply. If you already have a Recruiter at SWIM, please reach out soon. If you do not yet have a contact at Swim Recruiting, please hit ‘APPLY NOW’ and send us your resume (preferably in MS Word format as it works best with our internal systems). Thank you!
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