Senior Manager, Family Office Services
23 hours ago
We are seeking a highly skilled Senior Manager to join our Family Office team at KPMG Canada. As a key member of our team, you will be responsible for delivering high-touch service to our multi-family office clients, acting as a financial quarterback to their families, and managing the daily accounting/financial activities for multiple client entities.
Key Responsibilities- Act as a controller to clients, maintaining a consolidated view of their overall financial/investment picture and providing strategic advice on cash flow management, financial performance, and forecasting.
- Coordinate accounting, bookkeeping, investment reporting activities, and oversee the finance/accounting/bookkeeping team's activities.
- Act as the key liaison for the client, holding 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.
- Prepare customized reporting, including financial modeling and Key Performance Indicator reports, using Family Office technology and other tools.
- Maintain client document management systems and related technology platforms.
- Coordinate financial activities with external/internal advisors, such as bankers, accountants, and lawyers, including investment activities, capital calls, and comprehensive analysis of client pro forma information.
- Work with the Wealth Strategy leader to offer advice on optimizing cash flow and the overall structure.
- Maintain an understanding of investments and a general understanding of fiscal, legal, and accounting implications.
- Act as the project manager for Multi-Family office or Single-family office engagements, coordinating various client-related moving parts and ensuring on-time responses and delivery.
- Support the Lead Relationship Manager and Family Office Leader with the proposal process.
- Help maintain client prospect lists, pipeline reports, and other business development/leadership update reports.
- Bachelor's or master's degree in Commerce, Finance, or Accounting; CPA-CGA is an asset.
- 7+ years client-facing/relationship management experience with a focus on financial analysis, accounting, and bookkeeping or wealth strategy.
- Prior audit, tax, financial controller experience is an asset.
- Prior experience working with a Family Office or professional services organization in a similar role is an asset.
- 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 such as SQL, Access, etc.
- 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 strong network within professional services is an asset.
- Ability to work strategically and collaboratively across functions/groups.
- Effective, versatile, and action-oriented.
KPMG Enterprise and Family Office advisers are dedicated to helping entrepreneurs, family businesses, and fast-growing companies succeed. We understand what drives our clients and can help them navigate their challenges, no matter the size or stage of their business. Our clients gain access to KPMG's global resources through a single point of contact - a trusted adviser to their company.
We manage a global network dedicated to offering relevant information and advice to family-owned companies. We understand that the nature of a family business is inherently different from a non-family business and requires an approach that considers the family component.
What We OfferThe expected base salary range for this position is $102,500-$200,000 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.
We are committed to creating a respectful, inclusive, and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success, and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.
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