Overview

Job description: 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.COMPANYPrivately held investment management firm based in Toronto (St. Clair East)Grown from 2 to 7 corporate entities under active leadership with U.S. expansion underwayStrategic M&A is ongoing and accelerating, not a one-time eventNo-ego culture where people across all levels collaborate and support each other's developmentMid-sized firm by headcount, small-firm values and ownership mentalityBuilding proprietary AI infrastructure internally while already using Copilot and ClaudeCOMPENSATION PACKAGEBase 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 targetComprehensive health benefits, fully employer-paidRetirement plan$1,000/year continuing education allowance$600/year wellness allowance3 weeks vacation, increasing with tenure3 paid sick days + 2 personal days + 1 volunteer dayHybrid: Tuesday and Thursday mandatory in-office, one additional flexible dayPOSITION DESCRIPTIONThis 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 escalate, 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 BookkeepingPost and review accounting entries across multiple corporate entities in NetSuitePrepare monthly and quarterly reporting packages for the executive committeeOversee accounts payable, accounts receivable, cash disbursements, and bank reconciliationsHandle complex or non-standard transactions the associates bring forwardSupport HST and corporate tax return preparation for reviewFinancial Reporting and FP&AAssist with financial statement preparation under IFRS and US GAAPSupport budget-to-actual analysis, cash flow reporting, and financial projectionsContribute to KPI tracking and benchmarking across entitiesBe the first line of contact with external auditors; field sample testing and queries before escalatingInternal Controls and ProcessSupport the Assistant Controller in monitoring accounting policies and internal controlsMaintain organized electronic records for financial contracts, agreements, and insuranceIdentify automation opportunities and push process improvements proactivelySupport NetSuite Planning and Budgeting module as it maturesM&A and Growth ProjectsSet up new entities in NetSuite following acquisitionsAssist with financial due diligence on incoming acquisitionsSupport integration workstreams as the firm continues to expand its entity count Qualifications: The target profile is a CPA-designated accountant (or someone in the final stages of designation) with 3 to 5 years of experience that spans both the technical side of accounting and some exposure to financial planning and analysis. The strongest candidates will have come out of a Big Four transactions or M&A practice, a wealth management or family office environment, or an industry role at a firm where they had to think, not just process.CPA designated or actively completing designation3 to 7 years of experienceExposure to both financial reporting and FP&A on the resume: budget preparation, budget-to-actuals, KPI tracking, or financial projections in addition to the close cycleNetSuite experience preferred; comfort learning new systems i