Manager, Finance

Job summary

The role involves overseeing financial reporting, fund operations, and compliance for a diverse investment portfolio. The manager will partner with internal and external stakeholders to drive operational efficiencies and present financial analyses to senior leadership.

Job details

An established financial services firm is seeking a Manager, Finance to join its finance team. This is an exciting opportunity for an experienced CPA who enjoys working in a dynamic, fast-paced environment with exposure to complex investment structures, financial reporting, and strategic business initiatives. About The Role Reporting to senior finance leadership, this role is responsible for overseeing financial reporting, fund operations, forecasting, and compliance activities for a diverse portfolio of investments. The successful candidate will partner with internal stakeholders and external service providers to ensure accurate financial reporting while identifying opportunities to improve processes and drive operational efficiencies. What You'll Do Oversee the preparation and review of financial reporting packages, including financial statements prepared under applicable accounting standards Review fund reporting, performance metrics, and supporting documentation to ensure accuracy and completeness Manage capital activities, cash flow forecasting, liquidity planning, and stakeholder reporting Present financial analyses and significant transactions to senior leadership Partner with internal teams and external service providers to support timely and accurate reporting Support tax reporting, audit activities, and compliance with regulatory and internal control requirements Analyze complex accounting matters and recommend appropriate accounting treatments Drive continuous improvement initiatives by enhancing reporting processes, controls, and operational workflows Leverage emerging technologies and AI-enabled tools to improve efficiency and support data-driven decision-making Participate in special projects, business initiatives, and ad hoc financial analyses What You'll Bring Bachelor's degree in Accounting, Finance, Business, or a related discipline CPA designation is required 5+ years of progressive experience in finance, accounting, or investment reporting Experience within investment management, private funds, asset management, or financial services is considered an asset Strong understanding of financial reporting, consolidation, and complex legal or ownership structures Advanced Microsoft Excel skills and experience working with financial reporting or ERP systems Strong analytical, problem-solving, and critical thinking abilities Excellent communication and stakeholder management skills Proven ability to lead initiatives, manage competing priorities, and thrive in a fast-paced environment Experience using AI-enabled productivity tools to improve workflows is considered an asset Why Join This is an excellent opportunity to join a collaborative finance team within a global organization that values innovation, continuous improvement, and professional development. You'll gain exposure to complex financial structures, work closely with senior leadership, and contribute to strategic initiatives that have a meaningful impact across the business.

What you’ll do

The role involves overseeing financial reporting, fund operations, and compliance for a diverse investment portfolio. The manager will partner with internal and external stakeholders to drive operational efficiencies and present financial analyses to senior leadership.

Requirements

Candidates must have a bachelor's degree in a related field, a CPA designation, and at least 5 years of progressive experience in finance or investment reporting. Proficiency in Excel and experience with complex legal or ownership structures are highly valued.

Listed skills

• ERP systems · Preferred
• Problem solving · Preferred
• Regulatory Compliance · Preferred
• Financial Reporting · Preferred
• Microsoft Excel · Preferred
• Financial analysis · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Reporting
• Fund Operations
• Cash Flow Forecasting
• Liquidity Planning
• CPA Designation
• Investment Management
• Microsoft Excel
• ERP Systems
• Stakeholder Management
• Analytical Thinking
• Problem Solving
• Regulatory Compliance
• Internal Controls
• AI Productivity Tools
• Financial Analysis
• Consolidation

Job areas

• Finance & Accounting
• Management & Leadership
• Consulting