MANAGER, FINANCE

Full-Time, Permanent | Downtown Calgary

COMPANY OVERVIEW:

Viridian Family Office has been in the family office space for over half a century, guiding dynamic, high-net-worth families towards success. The breadth and depth of our collective knowledge and experiences are unparalleled in Western Canada. Our family office services are built upon four key pillars – people, governance, advisory and support. These four key pillars are the core of how we support our clients and build relationships of deep trust and integrity.

We value our team of trusted advisors and creative problem solvers. We develop excellence in everything we do, and each team member is dedicated to delivering an exceptional experience for the clients we serve. We foster a culture that strives to unlock the potential of each member of our team, we challenge the status quo, and we encourage every employee to commit to lifelong learning and thinking creatively.

WHAT’S IN IT FOR YOU:

• Market competitive salary;
• 12 flex days a year in addition to annual vacation allotment;
• Participation in the company pension plan which provides 5% pension contribution plus 2% additional matching;
• Participation in the company’s platinum benefits plan;
• Generous health spending account;
• Executive medical provided every 2 years;
• Participation in the company’s annual discretionary incentive program;
• Parking provided;
• Office provided fresh fruit, snacks and beverages, and monthly provided lunches; and
• Be part of a collaborative and high performing culture that provides regular opportunities for teams to connect, have fun and promotes work life balance.

THE ROLE:

Location: Office in Downtown Calgary

Reports to: Director, Finance and Innovation

The Manager, Finance is responsible for the accounting function of several family office clients and their associated entities. The Manager, Finance is responsible for managing support from a shared team of accounting professionals. The successful candidate will be responsible for building and maintaining client relationships while managing both routine and project-based deliverables.

RESPONSIBILITIES:

Responsibilities include but are not limited to the following:

• Oversee and assist with the preparation of timely and accurate client financial information on a monthly or quarterly basis including net worth statements, tax forecasting, investment performance reporting, financial statements, and compile supporting documentation and working papers for these activities;
• Oversee and assist with the preparation of client meeting materials, including wealth and estate planning considerations, financial variance analysis and supporting financial information schedules;
• Oversee the investment portfolio tracking system(s) which help automate client investment reporting;
• Manage and interface with third party tax advisors to complete annual tax compliance activities;
• Assist with the preparation of annual budgets, updated forecasts and long term projections;
• Approve and review reconciliations and working papers for the related companies;
• Review work of junior accounting staff;
• Provide back-up support for other senior members of the team; and
• Complete other special projects as assigned.

QUALIFICATIONS AND PREFERRED SKILLSET:

The Manager, Finance must be a highly organized, detail oriented, and adaptable team player that can work well with minimal supervision. Excellent communication skills, both verbal and written are essential.  Other qualifications include:

• A professional accounting designation complemented by 5+ years of relevant experience;
• Highly proficient with Excel and an understanding of accounting systems (QuickBooks Online would be an asset);
• Working knowledge of Canadian and/or US personal, corporate and Trust tax would be beneficial;
• Solid understanding of the CICA Handbook with particular emphasis on Accounting Standards for Private Enterprises;
• Ability to quickly and efficiently adapt to changing priorities and meet deadlines;
• Team player in a small office environment; provide coaching and mentoring to junior accounting staff;
• Excellent communication skills, problem solving abilities, and detail oriented, and
• Ability to adapt to new technology and the continuous improvement of processes.

REQUIREMENTS:

• Successfully complete a background and credit check; and
• Legally authorized to work in Canada.