Chief Financial Officer

2 months ago

Burlington, Canada The Morgan Investments Group Full time

Reporting to the owner/President, you will provide hands on leadership and guidance pertaining to all financial operations and activities for a diverse group of companies in both Canada and the U.S. You will manage operational financial reporting, financial budgeting and planning processes in all key business functions and play a leading role in ensuring the company meets its short and long-term targets. The CFO will work closely with the owner/President to ensure the financial stability and growth of both the company and the personal wealth of the owner to ensure it is maintained for the next generation.

**Duties and Responsibilities**
- Provide overall leadership to the reporting, financial planning, forecasting, and budgeting processes.
- Manage and comply with local, provincial/state, and federal government reporting requirements and tax filings (Canada and the U.S.).
- Responsible for financial management of both Canadian and U.S. entities.
- Serve as a business partner and strategic adviser to the President.
- Translate financial reports/results into actionable items.
- Provide data-driven insight to critical business matters to drive profitable growth, leading long term planning processes.
- Contribute actively to the evolution and execution of strategic business plans, including M&A, growth, and business development strategies.
- Ensure strong and effective relationships with all external partners.
- Oversee, lead and manage the finance, control and accounting functions with strict eye for cash flow inputs/outputs.
- Ensure the fiscal integrity of the business through enhancement and management of accounting systems and controls.
- Play a leading role in negotiating with banks and lenders during fundraising stages and manage lender relationships.
- Establish and monitor Key Performance Indicators (KPI’s) most important to the success of this company.
- Responsible for contract management, review and execution.
- Identify and manage risk helping to ensure the company's financial wellbeing.
- Additional duties as required.

**Skills and Experience**
- Undergraduate degree in finance and/or accounting with a graduate degree (MBA) preferred.
- CPA designation.
- 5+ years’ experience in a similar role (strategic finance, corporate finance, investment banking, private equity, consulting, corporate development).
- Experience raising capital and with M&A an asset.
- Experience with both U.S. and Canadian accounting principles and taxation is an asset.
- Experience building financial infrastructure in support of company operations including policies/procedures, KPI’s and data management.
- Proven strategic thinker.
- Superior interpersonal and relationship building skills.
- Proven ability to manage multiple responsibilities and drive projects to completion.
- Self-motivated and able to multitask in a fast-paced environment.
- Ability to solve problems using a creative approach.
- Outstanding oral and written communication.
- Strong proficiency with Microsoft Office Suite and QuickBooks.

**_Note:_**
- Salary range is approximate and will be determined commensurate with experience.

We appreciate all who express interest; however, only those selected for an interview will be contacted.

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, and the Ontario Human Rights Code, The Morgan Investments Group will provide accommodations to applicants with disabilities throughout the recruitment, selection, and/or assessment process. Please inform Human Resources of the nature of any accommodation(s) that you may require.

  • Chief Financial Officer

    2 days ago

    Burlington, Canada City of Burlington, Ontario Full time

    Position Type: Regular Full Time (RFT) Closing Date: June 7, 2024 Salary/Wage Range: $201,392.00 - $251,740.00 Working for the City of Burlington A great career is closer than you think. Come work for the City of Burlington, where you'll be joining an innovative and progressive workplace focused on building a 21st century city that respects the diversity...

  • Chief Operating Officer

    4 weeks ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer. Confidential Chief Operating Officer Role Our client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a...

  • Chief Operating Officer

    4 weeks ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer. Confidential Chief Operating Officer Role Our client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a...

  • Chief Operating Officer

    1 month ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer. Confidential Chief Operating Officer Role Our client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a...

  • Chief Operating Officer

    1 month ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer. Confidential Chief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a...

  • Chief Operating Officer

    4 weeks ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer. Confidential Chief Operating Officer Role Our client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a...

  • Chief Operating Officer

    4 weeks ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Operating Officer

    4 weeks ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Operating Officer

    4 weeks ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Operating Officer

    1 week ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Operating Officer

    1 week ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Operating Officer

    4 weeks ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Operating Officer

    1 month ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer. Confidential Chief Operating Officer Role Our client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a...

  • Chief Operating Officer

    1 month ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Operating Officer

    1 month ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Operating Officer

    4 weeks ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Operating Officer

    1 week ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer. Confidential Chief Operating Officer Role Our client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a...

  • Chief Operating Officer

    1 week ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Operating Officer

    2 weeks ago

    Burlington, Canada BIPOC Executive Search Inc. Full time

    BIPOC Executive Search is thrilled to be partnering with a confidential client as they seek a Chief Operating Officer.ConfidentialChief Operating Officer RoleOur client at an esteemed organization—recognized for its innovative solutions across various sectors—is currently seeking a qualified professional for an executive operations position. With a rich...

  • Chief Financial and Investment Officer

    3 days ago

    Burlington, Canada Canadian Partnership for Women and Children Full time

    Chief Financial and Investment Officer - Canada & USA PURPOSE: As the Chief Finance and Investment Officer (CFIO) you will help develop and communicate World Renew's investment strategy and policies, contribute to business strategy, manage the investment portfolio of the organization, make decisions on asset allocation, and risk management across the...