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Added 8 mins ago
GP
Financial Planning Analyst
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Toronto, ON · Canada - Toronto
- Full-time
Our finance team is looking for an FP&A Analyst reporting to the Manager FP&A to join the team. You are a dedicated finance professional with an eye for detail and a commitment to…
Added 8 mins ago
GP
Senior Financial Planning Analyst
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Toronto, ON · Canada - Toronto
- Full-time
Our finance team is looking for a Senior Financial Analyst reporting to the Manager FP&A to join the team. You are an experienced finance professional who works independently and builds…
Added 8 mins ago
Information Management and Digital Health Senior Analyst
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Job Title: Information Management and Digital Health Senior Analyst
Added 8 mins ago
RD
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- Full-time
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Added 8 mins ago
B
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Added 23 mins ago
MF
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Added 23 mins ago
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Added 23 mins ago
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Added 24 mins ago
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Added 24 mins ago
NS
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Added 24 mins ago
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Added 24 mins ago
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Added 24 mins ago
IG
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Added 24 mins ago
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Senior BI Developer / Data Analyst - DAX and Power Query
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Added 24 mins ago
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Added 38 mins ago
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Added 38 mins ago
Finance Manager, Investments
Westerkirk
Victoria, BC
…investments, together with the treasury and intercompany matters that support the…
Added 38 mins ago
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Toronto, ON
The incumbent serves as the Programmer, Analyst and Web Developer for Victoria University providing support in the development and maintenance of an effective departmental web presence…
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Added 38 mins ago
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Backed by an active real estate investment fund, we are building capital to support our continued growth by developing modern, high-performing storage facilities and acquiring strategic…
Added 38 mins ago
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Business Solutions Analyst (Shopify)
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Added 38 mins ago
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Loss Prevention Analyst
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BC · British Columbia, Canada
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Added 39 mins ago
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Westerkirk

Finance Manager, Investments

Victoria, BC, Canada

Salary Range: $120,000-150,000

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Job details

Pay: Salary Range: $120,000-150,000
Working hours: 40 hours/week
Posting language: English
Posted: Nov 6, 2026

Original job description

Finance Manager, Investments

Full-time permanent role

Location: Downtown Victoria, British Columbia, Canada (5 days a week in office with parking included)

Hours: 40 hours/week

Salary Range: $120,000-150,000

The posted salary range reflects varying levels of experience, from professionals developing their expertise to those with several years of directly relevant experience. While the full range represents the potential earnings for the role, it is not typical for new hires to start at the top of the range. Placement within the range is based on qualifications, experience, and alignment with internal equity.

Core Purpose

Westerkirk Capital Inc. (‘WCI’), a private investment company based in Victoria, BC is seeking a Finance Manager, Investments. The organization is a single-family office managing assets via internal direct and third-party/external managers across a variety of portfolios and asset classes.

Reporting to the Director of Finance, the Finance Manager, Investments leads the accounting and financial reporting for Westerkirk’s investment entities. The role has broad exposure across public equities, fixed income, private equity, hedge funds and direct investments, together with the treasury and intercompany matters that support the portfolio.

This is a hands-on leadership role for an experienced finance professional who enjoys both the technical and practical sides of accounting. The Finance Manager will lead a team, oversee quarterly and annual reporting, work closely with Westerkirk’s investment professionals and external advisors, and play an important role in improving the systems and processes that support a large and complex investment portfolio.

The successful candidate will be comfortable moving between detailed accounting issues and the bigger financial picture, and will bring strong judgment, curiosity and a high standard of execution to the role.

Responsibilities

Investment and Partnership Accounting Oversee the accounting for public equities, fixed income, private equity, hedge funds, precious metals and direct investments, including income, fees, capital calls, distributions, realized and unrealized movements and foreign currency. Research and document accounting conclusions under ASPE and work with the Director of Finance on significant or non-routine matters.

Financial Reporting and Close Lead the quarterly and annual financial reporting process for Westerkirk’s investment entities, including preparation of financial statements, the financial supplement and management reporting, and budget-to-actual variance analysis. Oversee the quarterly and annual close, maintain the integrity of the underlying financial records and reconciliations, and lead the annual financial statement audit process, including coordination with external auditors and preparation of supporting working papers.

Treasury and Liquidity Oversight Oversee the day-to-day cash requirements of the investment entities, including liquidity monitoring, investment funding, capital calls, distributions and intercompany transfers. Work closely with banks, custodians, investment managers and Westerkirk’s investment team to ensure transactions are executed accurately and on time.

Leadership of the Investment Accounting Team Lead and develop an experienced Investment Accounting team, including two designated Senior Accountants. Set clear expectations, provide technical guidance and review, and build the team’s capabilities while maintaining strong documentation and cross-training across critical processes.

Intercompany and Entity Accounting Own complex, high-volume intercompany accounting across entities and currencies, ensuring that loans, interest, capital transactions and balances are supported, consistently recorded and reconciled with the other Finance teams.

Internal Control and Risk Mitigation Maintain a well-documented control environment over financial reporting, payments, banking access, vendor data and intercompany activity, including segregation of duties, delegated authorities and documented review.

Audit, Tax and Regulatory Coordination Lead audit and review engagements for the Investment Accounting function. Work with the Director of Tax and external advisors on tax and information returns, support responses to CRA audit enquiries and, where applicable, Pillar Two and Country-by-Country Reporting.

Planning and Forecasting Prepare the annual budget for the investment entities and provide the assumptions and analysis behind quarterly forecasts and long-term cash flow models, working with the Senior Financial Analyst and submitting for review and approval by the Director of Finance.

Policies, Systems and Reporting Infrastructure Lead continuous improvement of the systems, processes and reporting supporting investment accounting and treasury. Play a key Finance leadership role in the implementation of Workday Financials, including process design, chart of accounts, data conversion, testing, training and stabilization. Develop scalable accounting policies and procedures and identify opportunities to improve reporting, automation and data quality as Westerkirk continues to modernize its Finance function.

Principal and Advisor Relationships Maintain trusted working relationships with the other Finance Managers, liquid and alternative investment teams, auditors, tax advisors, custodians, investment managers and banks, anticipating information requirements before they arise.

Core Qualifications

Chartered Professional Accountant (CPA) designation.
Eight or more years of progressive accounting experience with demonstrated experience leading and developing experienced accounting professionals and owning a complex, multi-entity close at Controller, Senior Finance Manager or equivalent level.
Strong knowledge of Canadian GAAP, particularly Accounting Standards for Private Enterprises (ASPE), with experience researching and documenting accounting conclusions for investments and partnerships.
Demonstrated experience in public and private market investment accounting, including funds and partnerships.
Strong experience with multi-entity and intercompany accounting, multi-currency transactions, treasury controls and complex financial close processes.
Experience leading external financial statement audits.
Advanced Excel and financial modelling skills.
High degree of integrity, discretion and professionalism given the confidential nature of a family-office environment
Strong communication skills and the ability to work effectively with senior executives, investment professionals, external advisors and other stakeholders.
Adaptability and sound judgment in an environment where investments, transactions and organizational priorities evolve.

Preferred Expertise

Family office, investment management or comparably complex multi-entity experience.
Finance-led ERP implementation experience, including process design, conversion, testing and control validation; Workday exposure is an asset.
Experience with Power BI or comparable reporting tools.
Experience in treasury operations, including banking relationships and capital call and distribution processes.

Westerkirk Capital Inc. is an equal opportunity employer and encourages women, Aboriginal people, persons with disabilities, and members of visible minorities to apply. Westerkirk Capital Inc. will accommodate the needs of applicants with disabilities throughout all stages of the selection process. If you need accommodation during the recruitment process, please advise your Human Resources representative. Information relating to the need for accommodation and accommodation measures will be addressed confidentially.

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More about this job

Responsibilities

The Finance Manager leads the accounting and financial reporting for investment entities, overseeing public and private market portfolios. They are responsible for treasury oversight, team leadership, and improving financial systems and internal controls.

Requirements

Candidates must hold a CPA designation and possess over eight years of progressive accounting experience, including expertise in complex multi-entity environments. Strong knowledge of Canadian GAAP (ASPE) and experience in investment accounting are essential for this role.

Skills

Investment accounting
Financial reporting
CPA designation
ASPE
Treasury management
Multi-entity accounting
Financial close
Audit management
Budgeting
Forecasting
Team leadership
Excel
Financial modeling
Intercompany accounting
Internal controls

Benefits

Parking included

Visa sponsorship

Not detected in the job text

Keywords

Finance Manager
Investments
CPA
ASPE
Canadian GAAP
Investment Accounting
Financial Reporting
Treasury
Private Equity
Public Equities
Hedge Funds
Workday Financials
Audit
Budgeting
Forecasting
Intercompany Accounting
Multi-currency
Internal Controls
Family Office
Financial Modeling
Power BI
Capital Calls
Distributions
Liquidity Monitoring
Tax Compliance

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