Chief Financial Officer

Reporting to the owner/President, you will provide hands on leadership and guidance pertaining to all financial operations and activities for a diverse group of companies in both Canada and the U.S. You will manage operational financial reporting, financial budgeting and planning processes in all key business functions and play a leading role in ensuring the company meets its short and long-term targets. The CFO will work closely with the owner/President to ensure the financial stability and growth of both the company and the personal wealth of the owner to ensure it is maintained for the next generation.

**Duties and Responsibilities**
- Provide overall leadership to the reporting, financial planning, forecasting, and budgeting processes.
- Manage and comply with local, provincial/state, and federal government reporting requirements and tax filings (Canada and the U.S.).
- Responsible for financial management of both Canadian and U.S. entities.
- Serve as a business partner and strategic adviser to the President.
- Translate financial reports/results into actionable items.
- Provide data-driven insight to critical business matters to drive profitable growth, leading long term planning processes.
- Contribute actively to the evolution and execution of strategic business plans, including M&A, growth, and business development strategies.
- Ensure strong and effective relationships with all external partners.
- Oversee, lead and manage the finance, control and accounting functions with strict eye for cash flow inputs/outputs.
- Ensure the fiscal integrity of the business through enhancement and management of accounting systems and controls.
- Play a leading role in negotiating with banks and lenders during fundraising stages and manage lender relationships.
- Establish and monitor Key Performance Indicators (KPI’s) most important to the success of this company.
- Responsible for contract management, review and execution.
- Identify and manage risk helping to ensure the company's financial wellbeing.
- Additional duties as required.

**Skills and Experience**
- Undergraduate degree in finance and/or accounting with a graduate degree (MBA) preferred.
- CPA designation.
- 5+ years’ experience in a similar role (strategic finance, corporate finance, investment banking, private equity, consulting, corporate development).
- Experience raising capital and with M&A an asset.
- Experience with both U.S. and Canadian accounting principles and taxation is an asset.
- Experience building financial infrastructure in support of company operations including policies/procedures, KPI’s and data management.
- Proven strategic thinker.
- Superior interpersonal and relationship building skills.
- Proven ability to manage multiple responsibilities and drive projects to completion.
- Self-motivated and able to multitask in a fast-paced environment.
- Ability to solve problems using a creative approach.
- Outstanding oral and written communication.
- Strong proficiency with Microsoft Office Suite and QuickBooks.

**_Note:_**
- Salary range is approximate and will be determined commensurate with experience.

We appreciate all who express interest; however, only those selected for an interview will be contacted.

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, and the Ontario Human Rights Code, The Morgan Investments Group will provide accommodations to applicants with disabilities throughout the recruitment, selection, and/or assessment process. Please inform Human Resources of the nature of any accommodation(s) that you may require.