Controller

Job Description : Controller

Our client is a multi-family office that provides financial management, investment support, and administrative services to private families, operating companies, and investment entities and are searching for a Controller to join their team. This position is an in office position located in Burlington and Oakville.

About the Role

They are seeking an experienced Controller to oversee the organization’s financial operations, accounting processes, and key administrative functions. This is a hands-on leadership role suited for a detail-oriented professional who enjoys both managing day-to-day finance activities and improving systems, controls, and processes.

Responsibilities

Oversee and review month-end bookkeeping and close processes

Prepare and issue monthly operating reports and financial statements

Review year-end information packages and coordinate with external accountants

Create and maintain annual budgets and ongoing budget monitoring

Record and manage asset fair market value (FMV) adjustments in accounting systems

Oversee cash flow management

Review and oversee HST filings and related compliance

Review payroll processing for accuracy and compliance

Manage accounts payable and accounts receivable functions

Oversee bank and credit card reconciliations and cash management

Handle CRA audits, reviews, and objections in coordination with advisors

Direct, support, and oversee the work of a junior bookkeeper

Improve, document, and standardize internal financial and operational processes

Maintain strong internal controls and documentation practices

Manage personal, business, and property insurance renewals

Open and close bank accounts and credit card facilities as required

Administer employee benefit programs

Maintain corporate minute books and related governance documentation

Oversee document management related to finance, tax, and compliance

Maintaining entity charts and ownership structures

Support principals and the investment team with financial inquiries and reporting needs

Act as a trusted internal partner on financial operations and compliance matters

Qualifications

CPA designation or equivalent experience preferred

5+ years of progressive experience in accounting, finance, or operations

Strong knowledge of financial reporting, tax, and regulatory compliance

Experience managing CRA audits and regulatory reviews

Proven ability to manage multiple priorities with high attention to detail

Strong communication skills and ability to work directly with senior leadership