Accounting Manager
POSITION: Accounting Manager
STATUS: Permanent – Full-time
LOCATION: Westmount, Montreal
REPORTS TO: Director of finance
THE WALTER GROUP:
The Walter Group is a family-backed investment firm whose team members share the interest and values of the Somers Family. Comprised of talented teams of seasoned financial experts, the group internally manages a sizeable portfolio of assets.
Guided by a strong entrepreneurial spirit spanning multiple generations, the group embraces an active and long-term approach to investing. Our teams bring passion to everything they do, and foster relationships based on trust, integrity, respect, and fairness.
POSITION OVERVIEW:
We are seeking an efficient, detail-oriented and collaborative Accounting Manager to join our Accounting Team. Reporting directly to the Director of Finance, this role will be integral in managing all aspects of the full accounting lifecycle, ensuring accurate financial reporting, leading a small team and coordinating with external auditors. If you’re ready to contribute to the success of a growing investment firm specialized in private and public investments, this is an exciting opportunity to make an impact.
KEY RESPONSABILITIES:
- Lead a small team of accounting technicians, and oversee daily operations of the accounting department, including A/P, A/R, cash receipts, and general ledger.
- Daily verification/reconciliation and maintenance of investment portfolio transactions on software platform.
- Manage month-end and year-end close processes, general ledger maintenance, and reconciliations, including all brokerage accounts in investment portfolio.
- Oversee the preparation of accurate monthly financial reports, budget variance analysis and financial statements before presenting them to the Director of Finance and Chief Financial Officer.
- Ensure accurate and timely monthly sales tax declarations, as well as periodic GST/PST filings for various legal entities.
- Initiate and execute software and process improvements. Maintain a systematic and organized filing system for the documents and files of all the legal entities.
- Assist with annual budget and forecast preparation.
- Assist in annual tax filings.
- Coordinate with external auditors to facilitate annual audits and ensure compliance with accounting standards
QUALIFICATIONS:
- 4-6 years of overall accounting experience, with at least 1-2 years in a managerial role (Corporate Accountant, Accounting Manager, or similar). Big 4 accounting firm or investment industry experience is an asset.
- Bachelor’s degree in accounting or finance; CPA designation is preferred.
- Strong knowledge of IFRS and ASPE standards.
- Experience creating financial statements and in using a full scope ERP system(s); experience with Sage Intacct is an asset.
- Experience with multi-entity organizational structures is required; investment accounting experience is an asset.
- Advanced proficiency in Microsoft Suite software, and experience with Gen AI tools (i.e., CoPilot) is an asset.
- Experience with payroll is an asset.
KEY SOFT SKILLS:
- Exceptional attention to detail and accuracy.
- Proven leadership skills within a team setting and ability to prioritize multiple tasks.
- A self-starter who takes initiative and ownership of work responsibilities.
- Commitment to excellence and continuous improvement mindset.
- Curiosity and willingness to learn quickly and adapt to new financial software and technology.
- Team collaboration approach, with the ability to work effectively with colleagues in a fast-paced environment.
- Strong communication skills and ability to influence various stakeholders.
WHY JOIN THE TEAM?
- Renowned growing SME that promotes employee development
- Competitive compensation
- Modern offices including a private gym with amenities (showers and lockers)
- Participation in corporate events
- Easy public transport access (next to Atwater station)
- Snacks, fresh fruit, barista-style coffee
- And much more!
Our Walter business units bring passion to everything they do, and foster relationships based on trust, integrity, respect, and fairness.
We thank all candidates for their interest towards Walter Group. Only selected candidates for an interview will be contacted.
Please send your application to: resume@waltercm.ca