Finance and Personal Operations Manager

Location: Toronto, OntarioJob type: Full-timeSalary: $60-80,000 per year, depending on experiencePosition: Existing vacancy

A Toronto business owner is seeking a dependable, highly organized person to manage bookkeeping for three related companies and help oversee other business, investment, charitable, and personal affairs.

This is a hands-on role combining finance and personal assistant responsibilities. You will work directly with the owner and coordinate with accountants, bookkeepers, company staff, advisers, and outside contacts. Regular in-person availability in Toronto is required.

What you will do

Bookkeeping and business finances

- Maintain accurate records for three companies in QuickBooks Online, keeping each company’s transactions separate.
- Record and categorize transactions, maintain general ledgers, prepare journal entries, and reconcile bank, credit card, and other accounts.
- Complete month-end procedures and prepare monthly financial statements and management reports.
- Organize year-end records and work with the accountant on adjustments and reporting.
- Monitor important receivables, payables, cash balances, and deadlines across other businesses.

Investments and personal finances

- Track investment income, loan repayments, distributions, and other payments due; follow up on late or missing amounts.
- Organize bills and prepare payments for the owner’s approval.
- Maintain orderly personal, business, and charitable account records.
- Prepare a clear monthly summary of payments received, amounts outstanding,



upcoming obligations, and items requiring a decision.

Personal assistant and administration

- Manage appointments, reminders, correspondence, and follow-up tasks.
- Coordinate travel, renewals, insurance matters, household vendors, repairs, and other practical needs.
- Follow through with outside parties and keep the owner informed of progress.

What we are looking for

- Strong hands-on bookkeeping experience and proficiency in QuickBooks Online.
- Experience handling the finances of more than one company or entity.
- Excellent spreadsheet, reconciliation, reporting, and organizational skills.
- The judgment and discretion to handle confidential business and personal information.
- Someone who takes initiative, communicates clearly, and follows matters through to completion.
- Willingness to handle both detailed financial work and personal assistant tasks.

Experience with private investments, lending, charitable accounts, or Canadian and U.S. financial records is an asset.

The owner retains final approval of payments, transfers, and investment decisions.

To apply: Please submit your résumé and a brief note describing your QuickBooks experience, the number of companies or entities you have supported, and your experience with personal or executive assistant responsibilities.

Pay: $60,000.00-$80,000.00 per year

Advantages:

- Casual dress
- Dental care
- Flexible schedule
- On-site parking

Experience:

- Accounting/Bookkeeping: 3 years (required)

Language:

- English (required)

Work Location: In person

📌 Finance and Personal Operations Manager (Concord)
🏢 Joseph Magical Investments
📍 Concord