Manager, Finance (Wealth)
Core
Manage monthly close processes, complex intercompany transactions, and shareholder reporting for a wealth management firm.
Role type
Manager, Finance (Wealth)
Builds
Monthly financial reports, investor packages, and shareholder distribution calculations.
Domain
Wealth management / Financial services
Required skills
Technical accounting, financial reporting, complex financial modeling, variance analysis, acquisition/valuation support, audit support, IFRS reporting, Excel proficiency
Preferred skills
CPA designation, wealth management experience, acquisition/transaction accounting experience
Technologies
Excel
Responsibilities
Lead month-end and quarter-end close processes, prepare quarterly investor reporting packages, partner with Corporate Development on acquisition activities, calculate share issuance and repurchase amounts, support internal and external audits, identify opportunities for process automation.
Seniority
Manager, mid-level