Opens an external site
- Employment type
- Full-time
- Experience level
- Senior · 5+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
Job summary
The Senior Lead, Investment Accounting oversees the full accounting cycle for family office entities, including financial reporting, month-end closings, and general ledger maintenance. They also drive process improvements, manage internal controls, and provide financial insights to stakeholders.
Job details
The Senior Lead, Investment Accounting oversees the full accounting cycle for family office entities, including financial reporting, month-end closings, and general ledger maintenance. They also drive process improvements, manage internal controls, and provide financial insights to stakeholders. Candidates must have a bachelor's degree in Business Administration or Accounting and a minimum of 5 years of experience in investment accounting. Proficiency in Excel and bilingualism are required, while a CPA designation and ERP implementation experience are considered assets.
What you’ll do
The Senior Lead, Investment Accounting oversees the full accounting cycle for family office entities, including financial reporting, month-end closings, and general ledger maintenance. They also drive process improvements, manage internal controls, and provide financial insights to stakeholders.
Requirements
Candidates must have a bachelor's degree in Business Administration or Accounting and a minimum of 5 years of experience in investment accounting. Proficiency in Excel and bilingualism are required, while a CPA designation and ERP implementation experience are considered assets.
Listed skills
- Financial Reporting · Preferred
- Budgeting · Preferred
- Forecasting · Preferred
- Process Improvement · Preferred
- Microsoft Excel · Preferred
- Project management · Preferred
- Financial analysis · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Investment accounting
- Financial reporting
- General ledger
- Account reconciliation
- Budgeting
- Forecasting
- Internal controls
- Process improvement
- Data analytics
- Excel
- Project management
- Financial analysis
- Performance measurement
- ERP implementation
- Bilingualism
Job areas
- Finance & Accounting
- Management & Leadership
- Data & Analytics
- Transportation
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