Senior Investment Finance Lead

7 days ago

Toronto, Ontario, Canada Seera Associates Full time
Job Description

We are seeking a Senior Investment Finance Lead to join our team at Seera Associates. As a key member of our finance department, you will play a critical role in overseeing fund operations and managing private reporting requirements for our leading global private equity group.

About the Role

This is an exceptional opportunity to work closely with senior leadership to provide accurate and timely financial insights, ensuring the success of investment funds, and driving operational excellence.

Key Responsibilities
  • Reviewing quarterly financial reporting for investors and stakeholders, including the preparation and analysis of financial statements under US GAAP, along with fund and investment performance tracking.
  • Ensuring compliance with IFRS through the review of public reporting templates and metrics used in asset management reporting.
  • Overseeing quarterly evaluations of investor schedules, including PCAP and available commitment reports.
  • Presenting quarterly results to senior management and stakeholders.
  • Managing interactions with external service providers to ensure the accuracy and timeliness of information delivered to investors.
  • Conducting valuations of fund investments on a quarterly basis and reviewing accounting packages for individual entities, including tax-related financials.
  • Coordinating internal and external audit requests, maintaining appropriate control documentation, and ensuring compliance with accounting standards.
  • Managing capital calls, distributions to investors, and liquidity planning for funds.
  • Supporting fund operations, including managing investment closings, responding to investor queries, forecasting, and ensuring compliance.
Qualifications

The ideal candidate will have:

  • A university degree in a relevant field and a professional accounting designation (CPA or CA preferred).
  • At least seven years of progressive experience in finance and/or accounting functions.
  • Expertise in private funds, the investment management industry, and experience working with complex ownership structures.
  • Proven leadership skills with a demonstrated ability to take initiative.
  • Exceptional analytical and problem-solving skills.
  • Strong communication abilities, both written and verbal, with excellent interpersonal skills.
  • Organizational skills with the capacity to manage multiple priorities and meet tight deadlines in a fast-paced environment.
  • Advanced proficiency in financial systems and Excel.
  • A self-motivated, proactive approach to work and professional development.
What We're Looking For

The successful candidate will thrive in a dynamic environment and possess the ability to adapt quickly to changing priorities. They will exemplify collaborative leadership, disciplined execution, and an entrepreneurial mindset.

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