30 Oct
|
Root Financial
|
Toronto
30 Oct
Root Financial
Toronto
ABOUT THE ROLE
Root Financial is a US based financial consulting firm that provides fractional, high-impact finance and accounting leadership to growing businesses. We are seeking a Director of Finance and Accounting to serve as an embedded, in office consultant for our client in Toronto, ON. This position requires a blend of strategic FP&A; (budgeting, forecasting, cash modeling) and core operational accounting (month-end close, financial reporting, clean books). Operating as a senior individual contributor, you will be embedded directly within our client’s leadership team to drive financial visibility, streamline accounting processes, and support strategic growth. POSITION DETAILS
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Location:
Toronto, ON (Greater Toronto Area)
• Work Arrangement: 100% Full-Time On-Site (at Fulfillment IQ’s Toronto office)
• Employment Type: Full-Time Employee (Root Financial)
• Compensation: CAD $140,000–$165,000 base, plus a 10% target bonus
KEY RESPONSIBILITIES
Accounting and close
• Own monthly, quarterly and year-end close across US, Canadian and Indian entities in QuickBooks Online
• Manage intercompany accounting, transfer pricing support and multi-currency consolidation (CAD, USD, INR)
• Keep revenue recognition (ASC 606) accurate across services and software revenue
• Run AP/AR, payroll accounting, accruals, prepaids and bank reconciliations, and lead FIQ's India-based accounting team
• Build and document controls and workflows across QBO, Ramp, Expensify, Docket and HubSpot FP&A; and reporting
• Maintain the group financial model, rolling cash forecasts and annual budgets by entity
• Deliver monthly budget-vs-actual reporting and KPIs: project margin, utilization, ARR for software products
• Prepare board materials and lender reporting, including covenant compliance
• Manage cash and treasury across banking relationships Tax, compliance and strategic support
• Coordinate with external tax advisors on US and Canadian filings, GST/HST and SR&ED; claims
• Support the legal entity reorganization, IP transfer, equity plan administration and 409A work
• Support audits, fundraising due diligence and new entity setup QUALIFICATIONS & SKILLS
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Experience:
8–12+ years of progressive accounting and finance experience, with required background in the Professional Services or agency industry.
• Technical Expertise: Advanced, hands-on proficiency with QuickBooks Online (QBO) and advanced Excel financial modeling skills.
• Accounting Standards: Solid foundation in accrual accounting, GAAP principles, and financial reporting.
• Role Fit: Proven track record as a self-directed individual contributor with strong client-facing communication skills and high attention to detail.
•
Education:
Bachelor’s degree in Accounting, Finance, or a related field.
📌 Director of Finance And Accounting (Toronto)
🏢 Root Financial
📍 Toronto