The Opportunity

Wendy Ellen Inc.'s Client is an established, privately owned financial services organization seeking an experienced Senior Accountant to oversee full-cycle accounting and support the financial health of a group of related companies.

This is a hands-on senior accounting position suited to a highly organized, detail-oriented professional who can manage competing priorities, meet critical deadlines, improve reporting processes, and work collaboratively with ownership, mortgage administration, accounting support staff, and external advisors.

Key Responsibilities

- Manage full-cycle accounting for a group of related companies.
- Maintain the chart of accounts and general ledger using Sage 50.
- Complete monthly bank reconciliations and daily trust-account reconciliations.
- Prepare month-end reconciliations, financial statements, and management reports.
- Develop budgets, forecasts, pro formas, sensitivity analyses, and Excel-based financial summaries.
- Oversee accounts payable, accounts receivable, payroll, GST filings, annual returns, and related accounting functions.
- Prepare annual T4 and T5 information returns.
- Coordinate year-end working papers and financial reporting.
- Liaise with external accountants, auditors, consultants, and contract financial professionals.
- Work closely with mortgage administration staff regarding fundings, full and partial payouts, interest distributions, and related transactions.
- Supervise and coordinate bookkeeping and accounting administrative support.
- Maintain a master reporting and compliance calendar covering filings, insurance, bonding, annual returns, audits, quarterly reports, and management reporting.
- Participate in compliance and management meetings, providing meaningful financial insight and recommendations.
- Identify opportunities to strengthen internal controls, reporting accuracy, workflow, and operating efficiency.




- Perform other accounting and financial responsibilities as the organization evolves.

Qualifications and Experience The successful candidate will bring:
- Progressive full-cycle accounting experience, preferably within financial services, mortgage administration, lending, investment, or a multi-company environment.
- Strong working knowledge of Sage 50.
- Advanced Microsoft Excel skills and proficiency with Microsoft Office.
- Experience preparing management reports, budgets, forecasts, and financial analyses.
- Experience with bank and trust-account reconciliations.
- Knowledge of Profile tax software is considered an asset.
- Experience coordinating year-end work with external accountants or auditors.
- An accounting diploma or degree; a CPA designation or progress toward the designation is considered an asset.
- Experience supervising or coordinating bookkeeping and accounting support staff is preferred.
- The ability to learn and work effectively with specialized mortgage administration software.

Core Competencies
- Exceptional attention to detail and commitment to accuracy.
- Strong planning, organization, and deadline-management skills.
- Ability to prioritize and continually reassess competing demands.
- Excellent critical-thinking and problem-solving abilities.
- Self-motivated, proactive, and able to contribute with minimal supervision.
- Solid verbal and written communication skills.
- Skilled and collaborative approach when working with colleagues, owners, consultants, and external advisors.
- Ability to anticipate requirements and complete work ahead of deadlines.




- Willingness to assist colleagues and contribute beyond defined responsibilities when required.
- Positive, practical, and solutions-oriented attitude.

Measures of Success Success in this role will be demonstrated through:
- Accurate and timely financial reporting.
- Completion of all filings and reporting requirements by established deadlines.
- Reliable bank and trust-account reconciliations.
- High-quality management reports that support informed decision-making.
- Effective coordination with internal teams and external professionals.
- Strong organization, forward planning, and consistent follow-through.
- No avoidable late filings, penalties, or missed financial obligations.
- Meaningful improvements to accounting processes, controls, and reporting efficiency.

Compensation and Benefits The organization offers:
- Competitive annual compensation in the range of $110,000 to $120,000 , based on experience and qualifications.
- Annual profit-sharing or performance-based bonus chance.
- Immediate participation in a group health, dental, and disability benefits plan.
- Four weeks of paid vacation.
- Paid statutory holidays.
- Employer-provided computer equipment.
- Complimentary heated underground parking.
- Limited remote-work flexibility, generally one to two days per month.

Work Schedule This is a full-time, primarily in-office position based in Calgary. Regular hours are Monday through Friday, with flexibility around an approximately 8:00 a.m. to 5:30 p.m. operating window.

How to Apply

Please submit your résumé and a brief cover letter outlining your full-cycle accounting experience, familiarity with Sage 50, and experience preparing management reports and financial forecasts.
- Only candidates selected for the next stage of the recruitment process will be contacted. All applications will be handled confidentially.

📌 Senior Accountant (Calgary Metropolitan Area)
🏢 Wendy Ellen
📍 Calgary Metropolitan Area