WHO WE ARE

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

THE OPPORTUNITY

We have an opportunity for a Senior Accountant to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO

This role reports to our Manager, Finance and Accounting and works closely with our Finance and Accounting team to handle treasury and general accounting activities for the firm, as well as assists with finance-related projects.

The ideal candidate is an effective communicator with strong attention to detail and the ability to work in a high-volume, deadline-oriented environment. They are committed to providing exemplary client service and bring positive energy whether working independently or problem solving with team members.

RESPONSIBILITIES

• Contribute to the monthly reconciliation process for the firm’s trading activities
• Respond to requests from our advisory and client services teams
• Gather, analyze and interpret financial data
• Analyze department level processes, identify areas for improvement, recommend and implement procedures to streamline workflow
• Write and maintain policy and procedures manuals
• Support the financial reporting team by maintaining asset schedules, working papers and contributing to the external audit process
• Provide leadership and guidance to junior members of the department
• Create financial statements and reports for management review
• Prepare weekly and monthly regulatory filing reports
• Conduct advanced analysis and understand the drivers and issues impacting financial performance
• Participate in key project initiatives
• Ensure department timelines are met

COMPETENCIES

• Business Partnering – Use our functional knowledge, relationships, and business acumen to collaborate with leaders and stakeholders and align our support to address their goals and challenges
• Data Entry – Review or receive text or other data and then capture or enter that information accurately and efficiently in systems, documents, applications or reports
• Developing Reports – Gather, compile, organize, and present accurate information in structured reports to support sound business decisions or provide insight
• Financial Accounting – Use our knowledge of financial practices and IFRS to record transactions, manage accounts, conduct analysis and reconciliation, create reports, and maintain compliance with accounting standards
• Reconciliation – Identify, analyze, and explain variances to budgets or plans, reconciling transactions or accounts to support decision making and financial integrity
• Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
• Systems and Application Proficiency – Use, maintain, manage, or improve specific systems or applications in our role to work effectively and efficiently

KNOWLEDGE AND EXPERIENCE

• Minimum of 3-5 years of experience in a full cycle accounting role
• Completion of a post-secondary accounting program and CPA designation
• Related experience in the investment industry and CIRO regulatory reporting is an asset
• Knowledge of anti-money laundering procedures is an asset
• Strong client service orientation, with excellent verbal and written communication skills
• Superior data entry skills with the ability to process high volumes of data efficiently and with accuracy
• Knowledge of financial accounting reconciliation processes
• Strong organizational skills with the ability to manage and prioritize a complex and time-sensitive workload
• Self-motivated and results driven, willingness to learn new tasks and take responsibility for assignments
• Ability to work independently, along with flexibility and willingness to assist others
• Strong knowledge of IFRS and CIRO guidelines
• Confident decision maker with an eye for detail and expert analytical problem-solving capability
• Advanced Microsoft 365 (Excel, Word, Access, PowerPoint and Outlook) and accounting software
• Proficiency with Dataphile and Sage 300 Accpac is an asset
• Completion of Canadian Securities Course or other investment related courses is an asset

WHAT WE OFFER

A culture of openness, collaboration and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other’s contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary of $75,000 - $90,000/year, plus the potential for bonuses.

Our team is growing, and we’ve got room for one more if you’re interested. If this sounds like the environment you’d like to work in and you have the credentials and experience for this role, we invite you to submit a cover letter and resume by August 29, 2025.

Candidates must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of employment.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what’s needed to be successful in this role.