At a Glance
- Tasks: Lead finance operations and investment management in a dynamic Toronto firm.
- Company: Private investment management company with a focus on innovation.
- Benefits: Competitive salary, leadership opportunities, and a collaborative work environment.
- Other info: Exciting role with potential for career advancement in investment management.
- Why this job: Make a significant impact in finance while working closely with senior leaders.
- Qualifications: CPA designation, finance degree, and five years of relevant experience.
The predicted salary is between 72000 - 88000 $ per year.
Lead investment finance execution in Toronto, applying CPA expertise across reporting, tax, treasury, and real estate finance. Work closely with senior leadership and advisers. This hands-on leadership role covers finance, compliance, investment operations, and financial reporting. Investment selection and portfolio strategy remain with the investment decision-makers.
Key Responsibilities:
- Oversee finance, compliance, and investment operations
- Prepare reporting, budgets, forecasts, and cash flow models
- Coordinate tax planning, filings, payments, and adviser relationships
- Manage banking, liquidity, foreign exchange, and financing arrangements
- Provide oversight for real estate investments and development projects
Requirements:
- CPA designation or equivalent and business or finance degree
- Big Four or comparable accounting firm training
- At least five years of post-qualification industry experience
- Investment management, wealth management, real estate, or related experience
- Strong reporting, modelling, analytical, and stakeholder relationship skills
Bring CPA leadership, investment operations expertise, and financial modelling strength to a broad Head of Finance mandate in Toronto.
Head of Finance Investment Management in Toronto employer: Winchesters
As a leading employer in Downtown Toronto, our client offers an exceptional work environment that fosters collaboration and innovation. With a hybrid work model, employees enjoy the flexibility of working three days in the office while benefiting from competitive compensation and opportunities for professional growth in IT procurement. The company values its workforce, providing a supportive culture that encourages meaningful contributions and recognizes the importance of work-life balance.
