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 benefits, 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 flexible 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 bank reconciliations

Handle complex or non-standard transactions the associates bring forward

Support HST and corporate tax return preparation for review

Financial Reporting and FP&A;

Assist with financial statement preparation under IFRS and US GAAP

Support budget-to-actual analysis, cash flow reporting, and financial projections

Contribute to KPI tracking and benchmarking across entities

Be the first line of contact with external auditors; field sample testing and queries before escalating

Internal Controls and Process

Support the Assistant Controller in monitoring accounting policies and internal controls

Maintain organized electronic records for financial contracts, agreements, and insurance

Identify automation opportunities and push process improvements proactively

Support NetSuite Planning and Budgeting module as it matures

M&A; and Growth Projects

Set up recent entities in NetSuite following acquisitions

Assist with financial due diligence on incoming acquisitions

Support integration workstreams as the firm continues to expand its entity count

#J-18808-Ljbffr

📌 Senior Financial Analyst - Financial Services / Wealth (Ontario)
🏢 npaworldwide
📍 Ontario