VP, Finance

Our Client: Family Office for High-Net Worth Individual

In-Office: 5 days in office

Position Summary:

Provide management and oversight of High-Net-Worth Owner’s interests, both financial and business related, in various areas finance, tax/estate planning, investment advisory, and legal/compliance matters. Manages a team of 3.

Requirements/Experience:

• Professional Designation (CPA and/or CFA);
• Degree in Business and/or Finance/Accounting, preferably an MBA;
• 10-20 years of experience in progressive Accounting, Finance and Investments experience;
• Family Office, Investments and/or Real Estate industry experience preferred;
• Excellent knowledge of accounting and income tax practices as applied to Real Estate and Property Management;
• Budget preparation and reconciliation; Cash management and cash flow forecasting; financial and management report preparation;
• General Canadian corporate and tax knowledge (US tax experience is an asset);
• Proactive co-ordination of estate, insurance, and tax planning;
• Ability to properly and effectively deal with highly sensitive and confidential information;
• Strong practical general business sense (including experience reviewing, negotiating and drafting legal agreements)
• Experience in foreign currency purchasing/sales;
• Experience with investment advisory and governance (specifically mutual fund experience);
• Hard and committed worker;
• Excellent communication skills (oral/written) across all levels internally and externally;
• Management experience preferred