Confidential Controller – PE-Backed Wealth Management Firm
Location: Downtown Toronto, ON
Work Arrangement: Hybrid – 2 days per week in office
Reporting To: Head of Finance
About the Company
Our client is a rapidly growing, PE-backed, multi-entity wealth management organization providing a broad range of financial services, including investment advisory, insurance, estate planning, and tax services across Canada. The organization is continuing to expand its operating footprint and may include U.S. entities as the business grows.
This is an exciting opportunity to join a high-growth organization where the Controller will play a key role in strengthening financial operations, reporting, systems, and controls.
The Opportunity
We are seeking a hands-on Controller to oversee accounting and financial reporting across a complex, multi-entity environment. Reporting to the Head of Finance, this individual will own the monthly close and reporting process, drive process improvements, support acquisitions and integrations, and provide leadership to a small accounting team.
The ideal candidate is a CPA with significant experience in complex, multi-entity organizations and a strong understanding of consolidations, intercompany accounting, financial reporting, and IFRS/U.S. GAAP.
Ideal Profile
- CPA designation with 8+ years of progressive accounting experience
- Strong experience working within complex, multi-entity environments
- Extensive experience with financial reporting, month-end close, consolidations, and intercompany accounting
- Strong knowledge of IFRS and U.S. GAAP
- Experience within a private equity-backed portfolio company is highly preferred
- Proven people leadership and team development experience
- Advanced proficiency with NetSuite and Excel
- Strong process improvement and systems optimization experience
- Comfortable working in a fast-paced, high-growth environment
- Strong analytical, organizational, and communication skills
- Hands-on approach with the ability to balance strategic initiatives with day-to-day accounting requirements
Key Responsibilities
- Own the monthly close and full-cycle accounting process across multiple entities, delivering accurate financials within 15 business days
- Manage multi-entity and multi-currency accounting, including consolidations, intercompany activity, reconciliations, and financial reporting
- Prepare and oversee financial reporting, variance analysis, and balance sheet reconciliations
- Ensure appropriate application of IFRS and U.S. GAAP across the organization
- Lead audit readiness and coordinate with external auditors and other advisors
- Oversee and continuously improve NetSuite processes, controls, and reporting
- Identify opportunities for automation, system enhancements, and improved accounting processes
- Develop and strengthen internal controls and financial reporting processes
- Support acquisitions, integrations, and the onboarding of new entities
- Partner with senior leadership on financial reporting, analysis, and business initiatives
- Mentor and develop junior accounting team members while fostering a high-performance culture
- Contribute to broader finance transformation and process improvement initiatives
Why This Opportunity?
This is an excellent opportunity for a high-performing accounting professional to join a rapidly growing, PE-backed organization and take ownership of a significant multi-entity finance function. The role offers meaningful exposure to acquisitions, systems optimization, financial reporting, and process transformation, with the opportunity to make a direct impact as the organization continues to scale.
