Manager, Financial Reporting & Insights in Kelowna

Manager, Financial Reporting & Insights in Kelowna

Kelowna Full-Time On-site
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BDO Canada is seeking a Manager to join our Financial Reporting & Insights (FR&I) team. This role involves managing and overseeing financial reporting and compilation engagements for privately held businesses, including compilations, financial statements, corporate and personal tax compliance.

Key Responsibilities

  • Manage and oversee financial reporting and compilation engagements, ensuring timely, accurate, and high-quality deliverables.
  • Review and prepare working paper files, financial statements, and corporate and personal tax returns, providing hands‑on support where needed.
  • Provide technical guidance and leadership to team members, ensuring files meet firm and professional standards.
  • Manage project timelines, budgets, and staff assignments to meet client deadlines efficiently.
  • Maintain strong, positive client relationships and identify opportunities to improve service delivery and client experience.
  • Support the team's continued adoption of digital tools and process enhancements to drive efficiency and quality in engagement execution.

Success Criteria

  • Demonstrate BDO's core values: Integrity, Respect & Collaboration.
  • Understand client's industry, challenges, and opportunities, and be described as positive, professional, and delivering high-quality work.
  • Identify, recommend, and focus on effective service delivery to clients.
  • Share in an inclusive and engaging work environment that develops, retains, and attracts talent.
  • Grow expertise through learning and professional development.
  • Participate in the adoption of digital tools and strategies to drive an innovative workplace.

Your Experience And Education

  • CPA designation required.
  • Minimum 2-3 years of experience in a Manager role within public accounting, focused on compilations and tax compliance.
  • Strong experience in compilation engagements and financial reporting for private enterprises.
  • Experience preparing or reviewing corporate and personal tax returns is required.
  • Proven ability to manage multiple priorities in a fast-paced, client-focused environment.
  • Proficiency with Caseware, Sage, QuickBooks, and Excel; experience leveraging technology to streamline work is an asset.

Salary range: $76,000 - $126,000

Benefits

  • Competitive total cash compensation that recognizes and rewards contributions.
  • Flexible benefits from day one, and a market leading personal time off policy.
  • Support for overall wellness beyond working hours and reimbursement for wellness initiatives that fit your lifestyle.

EEO and Inclusion

We are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate differences among employees, including race, religious beliefs, abilities, age, marital status, family status, gender identity, and sexual orientation. If you require accommodation to complete the application process, please contact us.

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Manager, Financial Reporting & Insights in Kelowna employer: BDO Canada

At BDO, we pride ourselves on being an excellent employer by fostering a collaborative and supportive work culture that prioritizes employee growth and development. As a Senior Manager in our Bankruptcy Solutions team, you will benefit from ongoing training opportunities and the chance to lead impactful projects while working in a dynamic environment that values innovation and service excellence. Located in a vibrant community, BDO offers a unique opportunity to engage with diverse stakeholders and make a meaningful difference in clients' lives.

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Contact Details:

BDO Canada Recruitment Team