Chief Financial Officer

2 months ago


Toronto, Ontario, Canada Personal Choice Financial Advisors, LLC Full time
Job Summary

We are seeking a highly skilled and experienced Chief Financial Officer (CFO) to join our team at Personal Choice Financial Advisors, LLC. As a key member of our executive team, you will play a crucial role in shaping our financial strategy and overall success.

Key Responsibilities
  • Financial Planning and Analysis: Prepare long-term financial forecasts and budgets, monitoring performance against financial targets.
  • Financial Reporting: Prepare accurate and timely financial statements, including income statements, balance sheets, and cash flow statements.
  • Compliance and Risk Management: Ensure compliance with accounting standards and regulations, identify and mitigate financial risks that could impact our profitability and stability.
  • Internal Controls and Governance: Establish and maintain effective internal controls to safeguard our company assets, manage relationships with external auditors and oversee the annual audit process.
  • Capital Structure and Investments: Manage our company's capital structure, including debt and equity financing, evaluate and recommend capital investments and financing options.
  • Working Capital and Cash Flow Management: Optimize working capital and cash flow management, oversee all financial operations, including accounting, budgeting, treasury, and tax functions.
  • Investment and Asset Management: Monitor and manage our company's investments and financial assets, collaborate with other senior leaders to align financial and operational strategies.
  • Leadership and Development: Lead and mentor our finance team, fostering a culture of excellence and continuous improvement, stay informed about changes in financial regulations and industry best practices.
  • Regulatory and Stakeholder Management: Manage relationships with regulatory bodies and external stakeholders, ensure compliance with all relevant laws and regulations.
Requirements
  • Education: Bachelor's degree in finance, accounting, or a related field (Master's degree or CPA preferred).
  • Experience: Proven experience as a CFO or in a senior finance leadership role.
  • Skills: Strong financial analysis, forecasting, and budgeting skills, excellent knowledge of financial regulations and accounting principles.


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