Are you a CPA with at least five years of experience in an SME environment or in a public accounting firm serving SMEs? Are you looking to grow within the dynamic world of private equity while building trusted relationships with investors? If you have a strong interest in Canadian taxation (income taxes and sales taxes), an analytical mindset, attention to detail, and excellent teamwork skills, this opportunity could be your next career move. Knowledge of fund accounting is considered an asset, but your willingness to learn and curiosity will be equally valued.

Join a growing organization where your expertise will directly contribute to the success of local businesses.

Our client is a growing private equity firm that supports SMEs in their development, acquisition, business transfer, and governance projects. Backed by prominent Montreal-based business families active both locally and internationally, the firm leverages their expertise to help entrepreneurs succeed.

Reporting to the Chief Financial Officer (CFO), the successful candidate will be responsible for all accounting, financial, tax, and treasury activities for three investment funds and the management company (general partner). The Financial Controller’s role is divided between two complementary areas: financial management of the funds (60%) and strategic projects and continuous process improvement (40%).

Tasks

Accounting Responsibilities (60% of the role)

-       Manage the full accounting cycle for the three investment funds and the management company;

-       Participate in investment valuations and fair market value assessments;

-       Prepare financial statements and quarterly and annual reports for investors;

-       Coordinate capital calls and investor distributions;

-       Participate in employee payroll processes;

-       Manage cash flow and treasury activities;

-       Ensure compliance with tax and regulatory obligations (sales taxes, income taxes, tax slips);

-       Coordinate the annual audit process and tax reporting;

-       Prepare financial analyses, strategic presentations, and respond to requests from investors and their advisors.

Strategic Projects & Continuous Improvement (40% of the role)

-       Collaborate with the investment team, business partners, and external service providers;

-       Contribute to the optimization of tools and processes to improve operational efficiency;

-       Participate in the integration of artificial intelligence solutions into financial practices;

-       Perform all other related duties.

Benefits

-       Hybrid work model with 2 days of remote work per week;

-       23 vacation days annually, plus complete office closure between Christmas and New Year’s Day;

-       37.5-hour work week with very limited overtime;

-       Reporting directly to an experienced and people-focused CFO who values mentoring, development, and learning;

-       CPA membership fees fully paid by the employer;

-       Group insurance plan 100% employer-paid;

-       Generous employer RRSP contribution;

-       Access to an employee-exclusive investment program;

-       Beautiful offices located in downtown Montreal;

-       Entrepreneurial environment offering autonomy and meaningful impact.

Requirements

-       Minimum of 5 years of experience in an SME environment or in a firm serving SMEs;

-       Bachelor’s degree in Accounting and CPA designation;

-       Strong command of the full accounting cycle;

-       Solid understanding of Canadian taxation (income taxes and sales taxes);

-       Advanced proficiency in Excel and PowerPoint;

-       Advanced level of English to respond to investor inquiries approximately 40% of the time.

Salary: Above market rate + comprehensive benefits package
Schedule: Day shift, from 8:30 a.m. to 5:00 p.m.

Status: Permanent

Interested in this opportunity? Send your application to Claudie Leblanc, CPA at cleblanc@bedardressources.com.