Company Overview

Viridian Family Office has been in the family office space for over half a century, guiding dynamic, high-net-worth families towards success. The breadth and depth of our collective knowledge and experiences are unparalleled in Western Canada. Our family office services are built upon four key pillars – people, governance, advisory and support. These four key pillars are the core of how we support our clients and build relationships of deep trust and integrity.

We value our team of trusted advisors and creative problem solvers. We develop excellence in everything we do, and each team member is dedicated to delivering an exceptional experience for the clients we serve. We foster a culture that strives to unlock the potential of each member of our team, we challenge the status quo, and we encourage every employee to commit to lifelong learning and thinking creatively.

What's In It For You

- Market competitive salary;
- 12 flex days a year in addition to annual vacation allotment;
- Participation in the company pension plan which provides 5% pension contribution plus 2% additional matching;
- Participation in the company’s platinum benefits plan;
- Generous health spending account;
- Executive medical provided every 2 years;
- Participation in the company’s annual discretionary incentive program;
- Parking provided;
- Office provided fresh fruit, snacks and beverages, and monthly provided lunches; and
- Be part of a collaborative and high performing culture that provides regular opportunities for teams to connect, have fun and promotes work life balance.

The Role

Location: Office in Downtown Calgary

Reports to: Director, Client Relations The Senior Manager, Finance is a senior member of the finance team responsible for coordinating the accounting, financial reporting, tax coordination and related advisory needs of several family office clients and their associated entities.

This position manages both recurring and project-based client deliverables, provides guidance and support to accounting professionals, and maintains strong relationships with clients and their external advisors.

The Senior

Manager also contributes to the ongoing enhancement of financial processes, reporting practices, internal controls and technology solutions across the organization. The successful candidate will combine strong technical accounting and tax knowledge with sound judgment, leadership capabilities and a highly responsive, client-focused approach.

Responsibilities

Accounting and Financial Reporting

- Lead the accounting and financial reporting requirements of assigned family office clients, trusts, holding companies, private corporations and other associated entities.
- Manage the preparation and review of accurate and timely financial information, statements,



net worth statements, investment reporting, tax forecasts, reconciliations and supporting financial schedules to ensure accuracy, completeness and consistency.
- Coordinate documentation for client reporting, tax compliance and year-end engagements.
- Develop and maintain a strong understanding of each assigned client’s structure, priorities, reporting requirements and service expectations.

Client Service and Relationship Management

- Build and maintain trusted relationships with clients, family members and their professional advisors.
- Serve as a senior point of contact, ensuring responsive service and coordination of client needs.
- Present financial information clearly to clients and other stakeholders when required.
- Coordinate with external accountants, tax advisors, investment advisors, bankers, auditors, legal counsel and other professionals.
- Identify opportunities to enhance the quality, consistency and overall value of services provided to clients.

Tax, Audit and Compliance

- Coordinate annual personal, corporate and trust tax compliance activities with internal resources and third-party tax advisors.
- Support tax planning and forecasting for assigned clients and entities.
- Manage or support external audit and year-end financial statement engagements.
- Ensure required annual corporate filings and other financial compliance activities are completed.

Budgeting, Forecasting and Cash Management

- Support budgeting, forecasting and cash flow planning activities as required.
- Analyze financial results and communicate key variances, trends and observations, communicate relevant findings.
- Monitor cash flow requirements and support the effective management of short-term cash resources.

Investment Reporting and Systems Support

- Support the effective use of financial systems, investment reporting systems, processes and internal controls.
- Identify opportunities to improve efficiency, consistency and service delivery.
- Assist with the implementation of AI, technology, automation and process improvements across the finance function.

Team Leadership and Development

- Provide leadership, coaching and mentorship to members of the finance team.
- Support team development through feedback, knowledge sharing and professional growth opportunities.
- Coordinate workflow and resources to support client service and organizational priorities.




- Foster a collaborative, accountable and client-focused culture aligned with Viridian's values.

Organizational Leadership

- Provide financial analysis and recommendations to support decision-making.
- Participate in cross-functional projects and contribute to a collaborative, high-performing culture.
- Support the development and implementation of organizational plans and strategic initiatives.
- Maintain strong working relationships across the organization and contribute to a collaborative, high-performing culture.

Qualifications and Experience

- Chartered Professional Accountant designation.
- A minimum of 8 to 10 years of progressive accounting and finance experience, preferably involving private companies, trusts, investment entities, family enterprises, professional services or a family office environment.
- Demonstrated experience overseeing complex accounting and financial reporting requirements.
- Experience leading, coaching and reviewing the work of accounting professionals.
- Strong knowledge of Canadian accounting standards, particularly Accounting Standards for Private Enterprises.
- Experience with Canadian personal, corporate and trust taxation.
- Exposure to U.S. tax considerations is considered an asset.
- Experience coordinating with external advisors.
- Advanced proficiency with Microsoft Excel.
- Experience with accounting and financial reporting systems. Knowledge of QuickBooks Online is considered an asset.
- Experience improving financial processes and adopting new technology is considered an asset.
- Legally authorized to work in Canada.
- Successful completion of a background and credit check.

Knowledge, Skills and Attributes The successful candidate will demonstrate:

- Exceptional organization and attention to detail.
- Strong technical accounting and financial reporting capabilities.
- Sound professional judgment and a high degree of integrity.
- A thoughtful, responsive and relationship-oriented approach to client service.
- The ability to explain complex financial information clearly to both financial and non-financial audiences.
- Solid written, verbal and presentation skills.
- The ability to lead, coach and develop team members.
- Strong problem-solving and analytical capabilities.
- The ability to manage multiple clients, entities, deadlines and competing priorities.
- Comfort working independently with minimal supervision while contributing effectively within a collaborative team.
- Adaptability and composure in a dynamic, service-oriented environment.
- A commitment to confidentiality, continuous improvement and lifelong learning.
- Experience and curiosity in using AI and other new technologies to improve processes and client service.

📌 Senior Manager, Finance (Calgary)
🏢 Viridian Family Office
📍 Calgary