Finance Manager

Finance Manager

Division/Dept: CG Wellington Inc.

Job Title: Finance Manager

Location Hybrid with travel to locations in Guelph, Woodstock, Drayton, Arthur and Cambridge

Report to: VP Corporate Services

Salary Range: $95,000 to $125,000 annually, plus performance bonus

Type of position: Full-time Salary (varied and irregular hours)

Purpose OF ROLE

CG Wellington (CGW) is a private, family-owned investment company focussed on the dairy and agriculture sectors.  CGW is known for investing in innovative companies that support animal health, welfare, and farm productivity. 

The Finance Manager is responsible for leading the financial functions to ensure sound financial planning, accurate reporting, and effective financial controls.  Partnering with leadership, the Finance Manager is responsible for optimizing financial performance and driving the financial health and operational efficiency of the business through effective treasury operations and cash flow management, risk mitigation, tax compliance, and continuous process improvement. This role provides the organization with strategic financial insights through financial analysis, reporting, forecasting and budgeting to ensure the Company meets it financial investment objectives and enables informed decision-making. The Finance Manager will work closely with the management teams of the CG Wellington companies and the Corporate Services Team to meet these objectives.

Key responsibilities and accountabilities

• Treasury Operations: Lead treasury activities, including cash forecasting, foreign currency transactions, and management of cash reserves. Ensure smooth processing of international payments and receipts.
• Cash Flow Management: Monitor and manage cash flow across multiple currencies and multiple companies to ensure adequate liquidity.
• Forex Risk Management: Identify, measure, and manage financial risks associated with foreign currency transactions and international operations. Develop and implement strategies to mitigate these risks, including using forward contracts, options, or other financial instruments as appropriate.
• Banking Relationships: Manage banking relationships in various regions, ensuring that the company has access to appropriate financial services and is compliant with local regulations. Negotiate favorable terms for foreign exchange services, bank fees, and credit facilities.
• Risk Management: Lead risk management process across all CG Wellington companies by collaborating with management teams to identify, assess and mitigate key risks. Partner with management to embed risk awareness into strategic and operational decisions.
• Corporate Tax Management: Manage corporate income tax compliance and planning activities, including reviewing tax returns, coordinating with external auditors and tax advisors, and developing strategies to minimize income tax exposure, including foreign operations.
• Operational Reporting: Complete monthly and quarterly reporting packages for CG Wellington, including company dashboards and sales reports. Coordinate quarterly business review discussions with Executives for distribution to the Board of Directors and Management team. Develop operational reporting for the organization as required to enable decision-making.
• Annual Operating Plans – Manage the annual budgeting process, including timeline management, stakeholder coordination, budget phasing and final review.
• Forecasting: Develop and maintain a forecasting model for all CG Wellington companies to assess performance against budget, identify issues and recommend course corrections as needed.
• Financial Reporting: Maintain financial records for parent company and participate in financial statement review meetings for all companies to assess performance and reduce errors and increase consistency.
• Investment and Acquisition Analysis: Responsible for development of evaluation tools for potential investments and/or acquisitions as well as analysis and financial modeling.
• Systems & Process Improvement: Work with Corporate Services and Management teams to streamline financial processes and systems, enhancing overall efficiency and data accuracy.
• Exhibit commitment to the core values of CG Wellington:
  • We interact with people, so they are better than when we found them.
  • We are solution-driven.
  • We are competent people who strive to do the right thing.
  • We contribute our individual skills for the benefit of the whole.

QUALIFICATIONS AND REQUIREMENTS:

• Bachelor's degree in Accounting, Finance, or a related field
• CPA CA designation in good standing, with experience in an audit environment. ().
• Minimum of five (5) years of progressive experience in a finance or accounting role.
• Prior experience in investment, private company finance, or related sectors is a strong asset.
• Prior experience in multi-jurisdiction corporate tax management is a strong asset.
• Experience managing foreign exchange, including hedging and other financial instruments to reduce risk.
• Proficiency in ERP systems (experience with Business Central preferred) and advanced Excel skills.
• Strong analytical, and problem-solving skills.
• Ability to manage multiple priorities, often conflicting and timely.
• Ability to work collaboratively with cross-functional teams, demonstrating effective communication skills, both verbal and written, to foster meaningful relationships and outcomes.
• Committed to operational support and/or process-driven experiences.
• Outstanding team player and commitment to the greater good.
• Signed commitment to CG Wellington Employee Handbook.
• Signed commitment to CG Wellington Code of Conduct.
• Successful completion of CG Wellington Health and Safety Training.

Travel between the company locations on a regular basis will be required.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties, as

deemed necessary, to meet the ongoing needs of the organization.

Location

Guelph, Ontario (Hybrid)

Department

Corporate Service Team

Employment Type

Full-Time

Minimum Experience

Mid-level

Compensation

$95,000 to $125,000 annually, plus performance bonus