Director of Finance And Accounting

Job summary

Lead accounting close, reporting, and operational accounting across US, Canadian, and Indian entities, while managing the India-based accounting team and improving financial controls and workflows. Maintain budgets, forecasts, cash models, and performance reporting, and support tax compliance, audits, fundraising due diligence, and strategic corporate initiatives.

Job details

ABOUT THE ROLE Root Financial is a US based financial consulting firm that provides fractional, high-impact finance and accounting leadership to growing businesses. We are seeking a Director of Finance and Accounting to serve as an embedded, on-site consultant for our client in Toronto, ON. This position requires a blend of strategic FP&A (budgeting, forecasting, cash modeling) and core operational accounting (month-end close, financial reporting, clean books). Operating as a senior individual contributor, you will be embedded directly within our client’s leadership team to drive financial visibility, streamline accounting processes, and support strategic growth. POSITION DETAILS Location: Toronto, ON (Greater Toronto Area) Work Arrangement: 100% Full-Time On-Site (at Fulfillment IQ’s Toronto office) Employment Type: Full-Time Employee (Root Financial) Compensation: CAD $140,000–$165,000 base, plus a 10% target bonus KEY RESPONSIBILITIES Accounting and close Own monthly, quarterly and year-end close across US, Canadian and Indian entities in QuickBooks Online Manage intercompany accounting, transfer pricing support and multi-currency consolidation (CAD, USD, INR) Keep revenue recognition (ASC 606) accurate across services and software revenue Run AP/AR, payroll accounting, accruals, prepaids and bank reconciliations, and lead FIQ's India-based accounting team Build and document controls and workflows across QBO, Ramp, Expensify, Docket and HubSpot FP&A and reporting Maintain the group financial model, rolling cash forecasts and annual budgets by entity Deliver monthly budget-vs-actual reporting and KPIs: project margin, utilization, ARR for software products Prepare board materials and lender reporting, including covenant compliance Manage cash and treasury across banking relationships Tax, compliance and strategic support Coordinate with external tax advisors on US and Canadian filings, GST/HST and SR&ED claims Support the legal entity reorganization, IP transfer, equity plan administration and 409A work Support audits, fundraising due diligence and new entity setup QUALIFICATIONS & SKILLS Experience: 8–12+ years of progressive accounting and finance experience, with required background in the Professional Services or agency industry. Technical Expertise: Advanced, hands-on proficiency with QuickBooks Online (QBO) and advanced Excel financial modeling skills. Accounting Standards: Solid foundation in accrual accounting, GAAP principles, and financial reporting. Role Fit: Proven track record as a self-directed individual contributor with strong client-facing communication skills and high attention to detail. Education: Bachelor’s degree in Accounting, Finance, or a related field.

What you’ll do

Lead accounting close, reporting, and operational accounting across US, Canadian, and Indian entities, while managing the India-based accounting team and improving financial controls and workflows. Maintain budgets, forecasts, cash models, and performance reporting, and support tax compliance, audits, fundraising due diligence, and strategic corporate initiatives.

Requirements

Requires 8–12+ years of progressive finance and accounting experience, including experience in professional services or an agency, along with advanced hands-on QuickBooks Online and Excel modeling skills. Candidates should have a bachelor’s degree in Accounting, Finance, or a related field, a strong foundation in accrual accounting and GAAP, and the ability to work independently with strong client-facing communication and attention to detail.

Listed skills

• Budgeting · Preferred
• Forecasting · Preferred
• Month-End Close · Preferred
• Financial Reporting · Preferred
• Quickbooks Online · Preferred
• Revenue Recognition · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning And Analysis
• Budgeting
• Forecasting
• Cash Modeling
• Month-End Close
• Financial Reporting
• QuickBooks Online
• Excel Financial Modeling
• Accrual Accounting
• GAAP
• Intercompany Accounting
• Multi-Currency Consolidation
• Revenue Recognition
• Cash And Treasury Management
• Tax Compliance
• Client-Facing Communication

Job areas

• Finance & Accounting
• Management & Leadership
• Consulting