Strategic Financial Leadership Role for Family Office Services

2 weeks ago

Vancouver, British Columbia, Canada KPMG-Canada Full time
About the Position

We are seeking a highly skilled and experienced Senior Manager to join our Family Office service team in Canada. As a Strategic Financial Leadership role, you will be responsible for delivering high-touch service to our multi-family office clients.

The successful candidate will act as a financial quarterback to our clients and their families, managing daily accounting/financial activities for multiple client entities, strategic reporting, and financial modeling. You will work collaboratively with internal and external stakeholders to drive productivity and effectiveness within the practice.

This is an excellent opportunity to leverage your expertise in financial analysis, accounting, and bookkeeping, or wealth strategy, and contribute to the growth and success of our Family Office business.

Key Responsibilities
  • Act as a controller to clients and maintain a consolidated view of their overall financial/investment picture, 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 and hold 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 (bankers, accountants, lawyers) such as their investment activities, capital calls, and conduct comprehensive analyses of client pro forma information.
Requirements and Qualifications

To be successful in this role, you will need:

  • Bachelor's or Master's degree in Commerce, Finance, or Accounting; CPA-CGA is an asset.
  • 7+ years of 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 clients.
  • 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.
Salary and Benefits

We offer a competitive salary range of $120,000 - $220,000 per year, depending on location and qualifications. Our Total Rewards program includes a comprehensive benefits package, opportunities for professional development, and a dynamic work environment.

KPMG is committed to creating a diverse and inclusive workplace that values diversity, equity, and inclusion. We welcome applications from qualified candidates who share our values and commitment to excellence.

  • Strategic Leadership Role for Financial and Business Services

    3 weeks ago

    Vancouver, British Columbia, Canada Government of Canada - Western Full time

    Job SummaryAs a key member of the Government of Canada - Western team, the successful candidate will play a vital role in allocating resources, establishing departments, and formulating policies. This position requires a strategic thinker who can drive organizational growth and excellence.Key ResponsibilitiesDevelop and implement organizational policies and...

  • Chief Financial Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Derma Bright Clinic Full time

    Derma Bright Clinic is seeking a seasoned Chief Financial Officer (CFO) to drive strategic business growth and financial stability. As a key member of our executive team, you will play a vital role in shaping the organization's financial strategy and overseeing all financial aspects.About the RoleThis is a permanent, full-time position with a salary range of...

  • Chief Operating Officer: Strategic Financial Leadership

    4 weeks ago

    Vancouver, British Columbia, Canada Derma Bright Clinic Full time

    We are seeking a highly skilled Chief Financial Officer to join our team at Derma Bright Clinic. The successful candidate will be responsible for allocating material, human, and financial resources to implement organizational policies and programs. They will also coordinate the work of regions, divisions, or departments, and establish objectives for the...

  • Social Services Leadership Role

    3 weeks ago

    Vancouver, British Columbia, Canada Family Services of Greater Vancouver Full time

    OverviewAs a Social Services Manager at Family Services of Greater Vancouver, you will oversee the daily operations of our support services team. This role requires a Master's degree and at least 5 years of experience in a similar position.Key ResponsibilitiesSupervise and support a team of staff members to ensure they have the necessary resources to perform...

  • Strategic Financial Leadership Role for Growth-Oriented Organizations

    2 weeks ago

    Vancouver, British Columbia, Canada CONNECTING SOLUTION & APPLICATIONS LTD. Full time

    Company OverviewCONNECTING SOLUTION & APPLICATIONS LTD. is a dynamic and forward-thinking organization seeking an exceptional CFO to lead our financial strategy and drive growth. Salary and BenefitsWe offer a competitive salary of £80,000 - £110,000 per annum, depending on experience, along with a comprehensive benefits package including health insurance,...

  • Nurse Leadership Role in Addiction Recovery

    2 weeks ago

    Vancouver, British Columbia, Canada The Bridge Youth & Family Services Full time $46 - $54

    Role OverviewThe Bridge Youth & Family Services is a leading non-profit agency in the Okanagan region, dedicated to providing evidence-based care for individuals and families. We are seeking an experienced Clinical Nurse Lead to join our team, supporting the safe and effective delivery of services across all program areas.Key ResponsibilitiesTo enhance the...

  • Financial Leadership Role

    2 weeks ago

    Vancouver, British Columbia, Canada CB Canada Full time

    CFO Support Specialist NeededJob OverviewCB Canada seeks a skilled Controller to support the team for a 6-month term. This Financial Leadership Role has the potential to go long-term.Key ResponsibilitiesPrepare monthly, and quarterly Financial StatementsPrepare and present Management ReportsManage the Year-End Audit and act as the primary contact with the...

  • Manufacturing Company Chief Executive Officer

    3 weeks ago

    Vancouver, British Columbia, Canada FGM Full time

    About the RoleThis senior leadership position is responsible for overseeing the strategic direction and operations of FGM's manufacturing sector. The ideal candidate will have a strong background in executive management, with experience in manufacturing or production. Key responsibilities include allocating resources, establishing financial and...

  • Financial Leadership Position

    4 weeks ago

    Vancouver, British Columbia, Canada ExecThread Full time

    Job Title: Chief Financial OfficerAbout the Role: We are seeking an accomplished Chief Financial Officer to join our team at ExecThread. As a key member of our Senior Leadership team, you will oversee the financial management and supply chain functions, playing a pivotal role in our organization's success.Key Responsibilities:• Develop and implement...

  • Strategic Family Office Manager

    4 weeks ago

    Vancouver, British Columbia, Canada KPMG Canada Full time

    At KPMG Canada, our Family Office works closely with individuals and families to simplify the complexities of their wealth. Our team of dedicated professionals helps clients navigate the intricacies of wealth management, ensuring their financial goals are met.Our StoryKPMG Family Office combines expertise and innovative thinking to provide tailored solutions...

  • Marketing Vice President

    4 weeks ago

    Vancouver, British Columbia, Canada Golestan Bakery Wholesale Ltd. Full time

    About This RoleGolestan Bakery Wholesale Ltd. is seeking a Marketing Vice President to lead our strategic marketing efforts. This is a key role in our organization, requiring a highly skilled and experienced individual to drive business growth and development.Key ResponsibilitiesDevelop and implement strategic marketing plans to meet business objectivesLead...

  • Strategic Financial Director

    4 weeks ago

    Vancouver, British Columbia, Canada Electronic Arts Full time

    About the RoleWe are seeking an exceptional Senior Financial Planning and Analysis Leader to join our team at Electronic Arts. As a key member of the Experiences leadership team, you will be responsible for participating in enterprise-level decision-making on resources and investments, providing accurate reporting to inform strategic decisions, and leading...

  • Chief Strategic Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Neuromotion Physiotherapy Full time

    Job SummaryWe are seeking a highly experienced and skilled Chief Strategic Officer to lead our hospital management team at Neuromotion Physiotherapy. As a key member of our executive leadership, you will be responsible for developing and implementing strategic plans to drive business growth, improve operational efficiency, and enhance patient care.About the...

  • Strategic Business Growth Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada Sun Life Financial Full time

    Sun Life Financial is seeking a highly motivated and results-driven Strategic Business Growth Specialist to join our team in Western Canada. This role offers an excellent opportunity for individuals looking to grow their careers in business development and thought leadership.About the Role:The Strategic Business Growth Specialist will be responsible for...

  • Strategic Leadership Position

    1 month ago

    West Vancouver, British Columbia, Canada beBee Professionals Full time $80,000 - $120,000

    We are seeking a seasoned Strategic Leadership professional to join our team in West Vancouver, Canada. In this role, you will be responsible for driving business success through effective leadership and strategic decision-making.Key Responsibilities:Develop and implement business strategies to achieve financial targets and drive growth.Manage and mentor...

  • Chief Executive Officer

    2 weeks ago

    Vancouver, British Columbia, Canada Government of Canada - Western Full time

    Job Title: Chief Executive Officer - Strategic Business LeadershipLocation: Various locations with willingness to relocateJob Type: Full-timeLanguage: EnglishAbout Us: The Government of Canada - Western is a leading organization that offers exciting career opportunities for individuals who share our passion for public service.Job Summary: We are seeking a...

  • High-Touch Financial Services Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada KPMG-Canada Full time

    OverviewKPMG Canada's Family Office service team is growing, and we are seeking a Senior Manager to deliver high-touch services to our multi-family office clients.The successful candidate will serve as a financial quarterback for our clients and their families, managing daily accounting/financial activities, strategic reporting, and financial modeling. They...

  • Strategic Financial Insights Analyst

    2 weeks ago

    Vancouver, British Columbia, Canada Definity Financial Full time

    Financial Planning and Analysis Senior AnalystAbout the Role:We are seeking an experienced Senior Analyst to join our team in providing key internal stakeholders with value-added, business performance insights and financial analysis to support their decision-making process.This role is responsible for analyzing business performance data, identifying trends,...

  • Strategic Leadership Opportunity in Home Care

    2 weeks ago

    Vancouver, British Columbia, Canada Health & Home Care Society of BC Full time

    About the Organization">Care BC is a leading provider of home care services, dedicated to supporting individuals and families in their time of need. As a respected organization in the community, we strive to deliver exceptional care with compassion and empathy. About the Role">We are seeking an experienced Chief Executive Officer (CEO) to lead our...

  • Chief Executive Officer

    1 month ago

    Vancouver, British Columbia, Canada SIRC Full time

    About the RoleWe are seeking a visionary leader to serve as our Chief Executive Officer (CEO). As the CEO, you will be responsible for providing strategic direction and leadership for our organization, supporting the benefits that sports participation offers in local communities across BC and Canada.Key ResponsibilitiesDevelop and introduce practices that...