OverviewOur Family Office practice is growing, and we are seeking a Senior Manager who will play a key role in delivering high-touch service to our family office clients. The successful candidate will act as a financial controller to our clients and will be responsible for managing the finance and accounting activities for multiple client entities, strategic reporting and financial modelling.
The candidate will support the Family Office team in the overall productivity and effectiveness of the practice and will foster close working relationships with internal and external stakeholders. The incumbent will work collaboratively and cross-functionally with key stakeholders (Partners/senior leaders across different service lines, business unit leaders, accounts and marketing team, finance, information technology, human resources and executive team and external service providers).
The successful candidate will have a strategic mindset, attention to detail, an entrepreneurial spirit, a high bar for client service excellence along with a passion for working with some of the most successful family enterprises in Canada. The individual possesses a keen understanding of professional services, multi-disciplined service lines along with strong client relationship management skills.
What you will do- Act as a controller to clients and maintain a consolidated view of their overall financial and investment activities
- Coordinate accounting, bookkeeping, investment reporting activities and oversee the finance/accounting/bookkeeping/investment team's activities
- Coordinate with the offshore team to support efficient and consistent service delivery
- Act as the key liaison for the client and hold regular status update meetings in conjunction with the Lead Family Office Relationship Manager, Lead Partner and Family Office Leader
- Conduct financial reconciliation, accuracy checks and maintain a strong understanding of complex financial structures involving investment companies, brokerage and bank accounts, credit and lending structures, trusts, partnerships, and estate planning
- Maintain client's document management system and related technology platform
- Coordinate financial activities with external/internal advisors (bankers, accountants, lawyers) such as their investment activities, capital calls, and conduct a comprehensive analysis of the client's pro forma information
- Together with the Wealth Strategy team, offer advice on optimizing cash flow and the overall structure
- Maintain an understanding of the investments and a general understanding of the fiscal, legal and accounting implications
- Act as the project manager for Family Office engagements and coordinate various client related activities and ensure timely responses and delivery
- Where applicable, support the Lead Relationship Manager and Family Office Leader with the proposal process
- Lead regular client status meetings in partnership with the Lead Relationship Manager, Lead Partner, and Family Office Leader
- Where applicable, act as project lead for Family Office engagements to ensure timely and consistent delivery
What you bring to the role- Bachelor's degree in Accounting, Finance, Commerce, or a related field; a completed CPA designation is required
- At least 7 years of client experience in financial analysis, accounting and/or bookkeeping
- Strong understanding of the full accounting cycle
- Experience in audit, tax, controllership, or a professional services environment, with exposure to complex, multi-entity client structures, is required
- Proven ability to effectively prioritize and manage competing demands
- Ability to synthesize large quantities of complex data into meaningful insights for the client
- Ability to work and effectively communicate with senior-level business partners
- Excellent business judgment, analytical, and decision-making skills
- Knowledge of financial reporting and data mining tools
- Strong demonstrated use of Excel, Word, and PowerPoint
- Strong interpersonal/facilitation and client relationship management skills
- Has an eagerness to learn and help grow the practice
- Strong familiarity with KPMG service lines and a strong network within professional services is an asset
- Proven experience working with senior leaders and advising on financial strategy
KPMG BC Region Pay Range Information The expected base salary range for this position is $110,000 to $215,000 and may be eligible for bonus awards. The determination of an applicant's base salary within this range is based on the individual's location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program.
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