About the role
Senior Accountant
About Us
Wittington Investments, Limited, is a private holding company owning a variety of investments and businesses in iconic Canadian companies. Including investments in Loblaw Companies Limited, Choice Properties REIT and ownership of Holt Renfrew. Wittington is also the General Partner of Wittington Ventures, a venture capital fund investing in technology-oriented start-ups. Wittington also proudly supports the philanthropic activities of the Weston Family Foundation.
Headquartered in mid-town Toronto, we are a group of diverse, purpose driven, and results oriented organization.
Overview:
The Family Office of Wittington Investments, Limited is responsible for the accounting, tax, investment and administrative functions for a prominent Canadian family. The Senior Accountant position will be responsible for full cycle of accounting for their assigned entities, including budgeting, analyzing and reporting, reconciling and tax filing. The position reports to the Director of the Family Office.
Responsibilities:
Treasury and cash management
- Prepare monthly treasury forecast including recommendations of actions to take
- Prepare payment requests and coordinate with bank for corporate entities and Family Office clients
- Develop relationship with bank and coordinate banking requirements
Bookkeeping, Financial Statements and other Financial Reporting
- Prepare and post accounting transactions with supporting documentation for multiple companies, including investment entities
- Preparation of investment activity schedule, calculate realized/unrealized foreign exchange, and reconcile investment book value to broker statements and maintain schedule of adjusted cost bases for marketable securities
- Prepare and post entries to the asset, liability, and capital account sub ledgers with supporting documentation
- Prepare monthly or quarterly financial statements for assigned entities and other reports for submission to the Director
- Manage the accounts payable function; review of payments for supporting documentation, correct coding of disbursements, accurate and timely payments to vendors, reconciliation of credit cards charges, and reconciliation of vendor accounts.
- Preparation of annual budget as required for specific entities.
- Support annual audit of financial statements
- In collaboration with the Director, identify opportunities for process improvements.
- Provide support to operations for ad-hoc projects as needed, including resolving problems that may arise.
- Assist with ad hoc requests from Family Office clients.
Taxes
- Preparation of personal, corporate and trust tax returns with year-end reconciliation working papers
- Gather supporting tax information for internal and external tax teams
- Assist in the preparation of regulatory filing and tax filings
- Review Notice of Assessment from CRA and tax related journal entries
Qualifications:
- Bachelor’s degree or equivalent in Accounting, Tax or Finance, investment experience considered an asset
- Completed or pursuing a professional accounting designation (CPA).
- 3-5 years of accounting/finance experience
- Experience with the full cycle of accounting, financial analysis
- Experience with preparation of corporate tax returns
- Strong time management skills with experience/exposure to managing tight deadlines
- Strong interpersonal and communication skills, both written and oral
- Advanced knowledge of MS Office Applications
- Professional and discrete demeanor
- Self-starter, self-directed, performance and results driven
- Accepts ownership and accountability and possesses a high level of integrity
- Team player with a positive 'can do' attitude to objectives and challenges
- Ability to multi-task and work well under pressure, in a fast-paced high-volume environment
- Demonstrates a team-oriented attitude and works well with and through others
- Solid analytical skills, strategic thinking and process improvement driven
- Client focused and results-oriented
- Experience with SAP and/or SharePoint an asset
Wittington Investments, Limited is an equal opportunity employer committed to promoting a diverse and inclusive workplace. We know our success depends on the perspectives and contributions of all our employees. Diverse backgrounds and experiences make our business stronger.
If you are contacted for a job opportunity and require accommodation, please email people.culture@wittington.ca so we can ensure you have an accessible candidate experience throughout the recruitment process. All requests are confidential and used only to meet candidate needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
About KellyOCG
KellyOCG is the leading global advisor of talent supply chain strategies and workforce solutions, and we’re all about ditching the script. Old ways of thinking about your workforce strategy aren’t in-tune with reality. We’re always thinking about what’s next in the evolving world of work, aligning talent strategy to business goals and providing the right talent, one-on-one attention, and insights, so companies and careers thrive. We’re proud to be a strategic advisor to the world’s leading organizations—trusted to design talent solutions that carry them forward—and we’re ready to help with what’s next for you. Learn more at www.kellyocg.com.
About the role
Senior Accountant
About Us
Wittington Investments, Limited, is a private holding company owning a variety of investments and businesses in iconic Canadian companies. Including investments in Loblaw Companies Limited, Choice Properties REIT and ownership of Holt Renfrew. Wittington is also the General Partner of Wittington Ventures, a venture capital fund investing in technology-oriented start-ups. Wittington also proudly supports the philanthropic activities of the Weston Family Foundation.
Headquartered in mid-town Toronto, we are a group of diverse, purpose driven, and results oriented organization.
Overview:
The Family Office of Wittington Investments, Limited is responsible for the accounting, tax, investment and administrative functions for a prominent Canadian family. The Senior Accountant position will be responsible for full cycle of accounting for their assigned entities, including budgeting, analyzing and reporting, reconciling and tax filing. The position reports to the Director of the Family Office.
Responsibilities:
Treasury and cash management
- Prepare monthly treasury forecast including recommendations of actions to take
- Prepare payment requests and coordinate with bank for corporate entities and Family Office clients
- Develop relationship with bank and coordinate banking requirements
Bookkeeping, Financial Statements and other Financial Reporting
- Prepare and post accounting transactions with supporting documentation for multiple companies, including investment entities
- Preparation of investment activity schedule, calculate realized/unrealized foreign exchange, and reconcile investment book value to broker statements and maintain schedule of adjusted cost bases for marketable securities
- Prepare and post entries to the asset, liability, and capital account sub ledgers with supporting documentation
- Prepare monthly or quarterly financial statements for assigned entities and other reports for submission to the Director
- Manage the accounts payable function; review of payments for supporting documentation, correct coding of disbursements, accurate and timely payments to vendors, reconciliation of credit cards charges, and reconciliation of vendor accounts.
- Preparation of annual budget as required for specific entities.
- Support annual audit of financial statements
- In collaboration with the Director, identify opportunities for process improvements.
- Provide support to operations for ad-hoc projects as needed, including resolving problems that may arise.
- Assist with ad hoc requests from Family Office clients.
Taxes
- Preparation of personal, corporate and trust tax returns with year-end reconciliation working papers
- Gather supporting tax information for internal and external tax teams
- Assist in the preparation of regulatory filing and tax filings
- Review Notice of Assessment from CRA and tax related journal entries
Qualifications:
- Bachelor’s degree or equivalent in Accounting, Tax or Finance, investment experience considered an asset
- Completed or pursuing a professional accounting designation (CPA).
- 3-5 years of accounting/finance experience
- Experience with the full cycle of accounting, financial analysis
- Experience with preparation of corporate tax returns
- Strong time management skills with experience/exposure to managing tight deadlines
- Strong interpersonal and communication skills, both written and oral
- Advanced knowledge of MS Office Applications
- Professional and discrete demeanor
- Self-starter, self-directed, performance and results driven
- Accepts ownership and accountability and possesses a high level of integrity
- Team player with a positive 'can do' attitude to objectives and challenges
- Ability to multi-task and work well under pressure, in a fast-paced high-volume environment
- Demonstrates a team-oriented attitude and works well with and through others
- Solid analytical skills, strategic thinking and process improvement driven
- Client focused and results-oriented
- Experience with SAP and/or SharePoint an asset
Wittington Investments, Limited is an equal opportunity employer committed to promoting a diverse and inclusive workplace. We know our success depends on the perspectives and contributions of all our employees. Diverse backgrounds and experiences make our business stronger.
If you are contacted for a job opportunity and require accommodation, please email people.culture@wittington.ca so we can ensure you have an accessible candidate experience throughout the recruitment process. All requests are confidential and used only to meet candidate needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
About KellyOCG
KellyOCG is the leading global advisor of talent supply chain strategies and workforce solutions, and we’re all about ditching the script. Old ways of thinking about your workforce strategy aren’t in-tune with reality. We’re always thinking about what’s next in the evolving world of work, aligning talent strategy to business goals and providing the right talent, one-on-one attention, and insights, so companies and careers thrive. We’re proud to be a strategic advisor to the world’s leading organizations—trusted to design talent solutions that carry them forward—and we’re ready to help with what’s next for you. Learn more at www.kellyocg.com.