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
- Generous health spending account
- Executive medical provided every 2 years
- Office provided fresh fruit, snacks and beverages, and monthly provided lunches
- 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. 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. Serve as a senior point of contact, ensuring responsive service and coordination of client needs.

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.

Support budgeting, forecasting and cash flow planning activities as required. 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. Assist with the implementation of AI, technology, automation and process improvements across the finance function. Provide leadership,



coaching and mentorship to members of the finance team.

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.

A minimum of 8 to 10 years of progressive accounting and finance experience, preferably involving private companies, trusts, investment entities, family enterprises, qualified 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. S. tax considerations is considered an asset. 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. Successful completion of a background and credit check. Strong technical accounting and financial reporting capabilities. A thoughtful, responsive and relationship-oriented approach to client service. Comfort working independently with minimal supervision while contributing effectively within a collaborative team. A commitment to confidentiality, continuous improvement and lifelong learning.

📌 Senior Manager, Financial Planning & Analysis (Calgary)
🏢 Viridian Family Office
📍 Calgary