We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
About the Team:
The Finance team provides both strategic direction and operational level management of all financial and taxation transactions of the firm including the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.
Purpose of the Role:
The Controller is responsible for oversight and execution of all corporate accounting activities across various entities. The role ensures compliance with all regulatory requirements and oversees the accurate and timely submission of financial reports. As a member of the Finance Leadership team, the Controller provides professional and insightful support and recommendations to the Director of Finance and seeks out opportunities to improve systems and processes.
Core Responsibilities:
- Oversee the preparation and analysis of financial statements and other monthly reports, ensuring accuracy and compliance with corporate policies, regulatory and IFRS requirements.
- Oversee development and implementation of policies and procedures to ensure high standards of accuracy and integrity in financial data.
- Oversee the maintenance and ongoing development of the corporate accounting ERP system.
- Provides oversight and leadership to the Accounting, Accounts Payable, Accounts Receivable and Payroll functions.
- Review monthly consolidations and cash projections.
- Review regulatory quarterly Excess Working Capital filings for submission to the BCSC.
- Manage corporate tax compliance and planning, liaising with tax advisors as needed.
- Oversee day to day banking operations.
- Review relevant Tax Remittances.
- Coordinate and prepare for annual audits and committee meetings and reviews of financial statements and tax returns of all corporate entities.
- Work with members of the year-end audit team to facilitate accurate and timely audited Financial Statements.
- Lead Finance and cross functional special projects and new business initiatives.
- Foster a culture of continuous improvement and professional development.
Required Skills & Qualifications:
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA designation.
- 10 years of progressive accounting experience, with extensive leadership experience.
- Full-cycle financial statement preparation experience.
- Experience in consolidations and complex cash flow forecasting.
- Proficiency with Microsoft Office Suite, and advanced proficiency in Excel.
- Familiarity with Workday Finance and/or Concur SAP is considered an asset.
- Experience working in a high performing, fast paced, client service oriented capacity with both internal and external customers while being highly adaptable and comfortable with change.
- Excellent analytical, problem-solving, and decision-making skills.
- Strong leadership, influence and team management abilities.
- Exceptional communication and interpersonal skills.
- High attention to detail and organizational skills.
Compensation & Benefits Package:
This position comes with a base salary range of $160,000 - $180,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
