High-Touch Financial Services Specialist

2 weeks ago

Vancouver, British Columbia, Canada KPMG-Canada Full time

Overview


KPMG 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 will also support the Family Office team in overall productivity and effectiveness, fostering close working relationships with internal and external stakeholders.


Responsibilities



  • Act as a controller for 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.
  • Hold regular status update meetings 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) regarding investment activities, capital calls, and comprehensive analysis of pro forma information.
  • Collaborate with the Wealth Strategy leader to advise on optimizing cash flow and overall structure.
  • Maintain an understanding of investments and general knowledge of fiscal, legal, and accounting implications.
  • Manage project-related aspects of Multi-Family Office or Single-Family Office engagements and coordinate various client-related moving parts for timely responses and delivery.
  • Support the Lead Relationship Manager and Family Office Leader with proposal processes.
  • Maintain client prospect lists, pipeline reports, and business development/leadership update reports.

Requirements



  • 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 effectively 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.
  • Eagerness to learn and help grow the practice.
  • 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.

Benefits


We offer a comprehensive and competitive Total Rewards program, including a salary range of $102,500-$200,000, bonus awards, and benefits tailored to your needs.


About Us


KPMG Canada is a proud equal opportunities employer committed to creating a respectful, inclusive, and barrier-free workplace that allows all employees to reach their full potential.


We welcome all qualified candidates to apply and hope you will choose KPMG Canada as your employer of choice.


Adjustments and Accommodations


We strive for an inclusive recruitment process and are ready to offer adjustments or accommodations to help you perform at your best.

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