This is a newly created seat inside a privately held investment firm that has scaled from two entities to seven in just a few years and has not let off the gas. You will sit directly below the Assistant Controller, serve as the first trusted delegate when the needs to step up, and get genuine exposure to M&A; integration and multi-entity financial reporting at a stage where that kind of access normally requires a title two levels higher.

Company
Privately held investment management firm based in Toronto (St. Clair East)
Grown from 2 to 7 corporate entities under active leadership with U.S. expansion underway
Strategic M&A; is ongoing and accelerating, not a one-time event
No-ego culture where people across all levels collaborate and support each other's development
Mid-sized firm by headcount, small-firm values and ownership mentality
Building proprietary AI infrastructure internally while already using Copilot and Claude

Compensation Package
Base salary: $90,000 to $110,000 CAD (flexibility above $110K for an exceptional candidate through enhanced bonus components)
Performance bonus: 15% of base salary at target
Comprehensive health advantages, fully employer-paid




Retirement plan
$1,000/year continuing education allowance
$600/year wellness allowance
3 weeks vacation, increasing with tenure
3 paid sick days + 2 personal days + 1 volunteer day
Hybrid : Tuesday and Thursday mandatory in-office, one additional versatile day

Position Description

This is a newly created position sitting between the accounting associates and the Assistant Controller. The role is hands-on by design: you will review rather than prepare month-end, handle complex transactions the associates bring forward, and be the person the team relies on when the Assistant Controller is not available. Over time, as M&A; activity continues, you will take on integration work and due diligence support that goes well beyond a standard senior accountant scope.

Accounting and Bookkeeping
Post and review accounting entries across multiple corporate entities in NetSuite
Prepare monthly and quarterly reporting packages for the executive committee
Oversee accounts payable, accounts receivable, cash disbursements, and

📌 Senior Financial Analyst Financial Services / Wealth Toronto
🏢 npaworldwide
📍 Toronto