Senior Manager, Family Office

At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities around the world. What You Will Do Act as a controller to clients and maintain a consolidated view of their overall financial/investment picture and provide 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. Act as the key liaison for the client and hold regular status update meetings in conjunction 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’s document management system and related technology platform. Coordinate financial activities with external/internal advisors (bankers, accountants, lawyers) such as their investment activities, capital calls, and conduct a comprehensive analysis of the client’s pro forma information. Together with the Wealth Strategy leader, offer advice on optimizing cash flow and the overall structure. Maintain an understanding of the investments and a general understanding of the fiscal, legal and accounting implications. Act as the project manager for Multi‑Family office or Single‑family office engagements and coordinate various client‑related moving parts and ensure on‑time responses and delivery. Support the Lead Relationship Manager and Family office Leader with the proposal process. Help to maintain client prospect lists, pipeline reports and other business development/leadership update reports. What You Bring To The Role Bachelor’s or master’s degree in Commerce, Finance or Accounting; CPA – CGA is an asset. 7+ years client‑facing/relationship management 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 the client. Ability to work and effectively communicate 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. Has an eagerness to learn and help grow the practice. Strong 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. KPMG BC Region Pay Range Information The expected base salary range for this position is $102,500 – $200,000 and may be eligible for bonus awards. The determination of an applicant’s base salary within this range is based on the individual’s location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program. Our Values, The KPMG Way Integrity , we do what is right | Excellence , we never stop learning and improving | Courage , we think and act boldly | Together , we respect each other and draw strength from our differences | For Better , we do what matters Adjustments and accommodations throughout the recruitment process At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling 1‑888‑466‑4778. KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier‑free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. #J-18808-Ljbffr