Family Office Controller

The Finance team is also responsible for the accounting of a family Charitable Foundation.

This Controller role is highly dynamic and hands-on, requiring a broad skill set and the ability to manage diverse responsibilities effectively. This is not just a typical controller's role—it’s an opportunity to build structure, solve problems, and improve financial functionality across entities.

Role & Responsibilities

Core Responsibilities:

• Lead multi-entity financials, consolidations, and month-end and year-end close processes while adhering to ASPE reporting standards.
• Establish and maintain the book of record; ensure efficient organization of information currently located in soft copy on the server and emails and/or in hard copy files.
• Assist in addressing global portfolio company reporting challenges to support consolidation by ensuring timely and accurate submission of required data for successful reporting.
• Assist in the preparation and support of working papers for corporate tax compliance (Canada and U.S.), encompassing ~ different year-ends with varied reporting deadlines.

Marketable Securities & Tax Implications:

• Gain a robust understanding of marketable securities (e.g., stocks, fixed income, ETFs) and their associated accounting and tax implications.
• Prepare monthly summary of holdings across investment accounts for distribution to the owners.

Cash Flow, Budgeting & Forecasting:

• Oversee straightforward cash management processes, recognizing that our client operates on management fees and shareholder loan interest and has a small number of employees.
• Establish processes for reimbursement of shared costs/expenses incurred by our client to portfolio companies and the charitable foundation/affiliated holding company.

Ad hoc Financial Management Tasks:

• Handle limited payables and receivable (~4-5 recurring invoices monthly).
• Manage payroll, T4 filings, tax remittances, HST filings, CRA correspondence.
• Analysis and support of insurance renewals, financings, and M& A activities (due diligence support).
• Support of adhoc projects.