Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Job Description

Key Responsibilities

Financial Analysis & Executive Reporting

• Own the consolidation, reconciliation, and analysis of actuals to budgets/forecasts ensuring alignment with corporate strategy and financial objectives
• Lead performance analysis across business units and investment strategies, assessing actuals versus budget, forecast, and prior periods; clearly articulate variances and underlying drivers.
• Transform complex financial data into concise, executive-ready insights highlighting performance, risks, and opportunities.
• Deliver weekly KPI dashboards, monthly management reporting, quarterly Board and shareholder materials, and firm-wide Townhall financial updates.
• Proactively identify trends and emerging issues, providing data-driven recommendations to inform management action.

Business Partnership

• Partner closely with segment and business leads to define reporting requirements and ensure consistent, decision-useful financial outputs
• Reconcile centralized enterprise reporting platforms with cross-functional inputs to ensure accuracy, completeness, and credibility of financial information.
• Act as a trusted finance partner, bringing structure, rigor, and clarity to performance discussions
• Build and maintain financial models, benchmarking analyses, and scenario frameworks to support investment decisions and pricing strategies

Continuous Improvement, Automation & AI

• Drive modernization of financial reporting through automation and the strategic application of AI, particularly across recurring weekly and monthly deliverables.
• Identify opportunities to simplify processes, enhance scalability, and improve timeliness and quality of financial insights.

If you enjoy collaborating with a team, being innovative, and are excited about an

opportunity to work within a fast-growing company, we would like to speak to you!

Qualifications: What you will bring

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline; CPA, CFA, or MBA preferred.
• 3+ years of progressive financial analysis experience, ideally within asset management, wealth management, or financial services.
• Advanced financial modeling, forecasting, and analytical capabilities with strong attention to detail.
• Expert proficiency in Excel; experience with BI tools and enterprise data environments strongly preferred.
• Strong executive communication skills with the ability to translate complexity into clear, actionable insights.
• Proven ability to operate effectively in a fast-paced, growth-oriented environment with multiple senior stakeholders.

Additional Information

Why should you join us?

• We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
• We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
• We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
• We care about your rewards - Competitive compensation including equity program.
• We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
• We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
• We care about your family - Paid parental leave for eligible employees with a top-up.
• We care about your future – Generous Group RRSP matching and an optional TFSA program.
• We care about your development – We offer training opportunities and tuition support year-round.

PU

Purpose Unlimited is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People & Culture team at PeopleCultureTeam@purpose-unlimited.com. We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.