Personal Financial Controller
2 weeks ago
Role Overview
We are a privately held, multi-entity operating group in construction, real assets, and related businesses. We are seeking a senior, hands-on financial professional to work directly with the owner as a Personal Financial Controller.
This is not a bookkeeping, AP/AR, or junior accounting role.
This role exists to give the owner real-time financial clarity, early warning signals, and decision support across multiple operating companies.
You will sit in the Owner's Office, working alongside (not replacing) the in-house accounting team and CFO.
What This Role Is
Owner-facing
Judgment-driven
Cash-focused
Cross-entity
Forward-looking
You will interpret, prioritize, and flag — not simply report.
What This Role Is NOT
Not an entry-level or intermediate accounting role
Not primarily AP/AR, payroll, or reconciliations
Not a compliance, tax-filing, or audit sign-off role
Not a training or "grow into it" position
Candidates seeking structure, task lists, or narrowly defined responsibilities will not enjoy this role.
Core Responsibilities
Daily / Weekly Owner Support
Maintain real-time visibility into cash, liquidity, and near-term obligations
Identify what changed, why it matters, and what requires action
Prepare concise daily and weekly owner briefs (1 page, decision-oriented)
Cash & Risk Oversight
Monitor multi-entity cash flow, intercompany balances, and timing risks
Flag early indicators of margin erosion, liquidity stress, or capital misalignment
Sense-check accounting outputs against operational reality
Decision Support
Support owner decisions on:
Capital deployment
Equipment purchases
Debt usage
Business Acquisitions and integrations
Translate complexity into clear options and trade-offs
Coordination (Not Control)
Work closely with:
In-house accounting team
CFO
External CPAs and banks
Ensure alignment without duplicating or overriding formal roles
Required Experience
7+ years of senior-level accounting or finance experience in Canada
Experience in private, multi-entity organizations
Strong exposure to cash flow management and liquidity timing
Comfortable operating with imperfect information
Experience in construction, real estate, or asset-heavy businesses is a strong asset
Preferred (Not Mandatory)
CPA designation
Controller, senior finance manager, or family-office experience
Exposure to lender reporting, covenants, or capital structures
Personal Profile
You may be a fit if:
You think in signals, not just reports
You are comfortable telling an owner when something "doesn't feel right"
You value discretion, trust, and accountability
You prefer clarity over complexity
You can work independently without constant direction
You are not a fit if:
You prefer clearly defined task lists
You are most comfortable executing instructions rather than interpreting risk
You are primarily interested in transactional accounting work
You require complete data before forming an opinion
Why This Role Exists
As the organization grows, complexity increases faster than visibility. This role ensures the owner maintains clear, timely financial awareness without becoming the integration layer.
Compensation
Compensation will reflect seniority, judgment, and impact, not hours or volume of transactions.
How to Apply
Please submit a resume highlighting:
Owner-facing or decision-support experience
Cash flow and liquidity responsibilities
Multi-entity exposure
Cover letters that focus on judgment, insight, and decision support are strongly preferred
Job Types: Full-time, Permanent
Benefits:
- Dental care
- Extended health care
- Vision care
Work Location: In person
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