Manager, Finance

Job Summary

Job Description: Role: Finance Manager

Department: Finance

Reports to: Director, Finance

Location: Stouffville, ON (Hybrid Role)

Salary: $90,000 - $110,000

Number of Openings: 1

Who We Are

At Portfolio+, we empower financial institutions with secure, scalable, and customer-first solutions. As a proudly Canadian company, we’re at the forefront of open finance, delivering cutting-edge cloud technology that simplifies operations, enhances security, and drives innovation. Our team thrives in a collaborative, growth-oriented environment where ideas matter, and impact is real. If you\'re passionate about fintech, innovation, and making a difference, Portfolio+ is the place to build your career.

Who You Are

The Finance Manager is responsible for month-end and quarter-end close processes, financial reporting to head office, and supporting budgeting and financial planning activities. Reporting to the Director of Finance, this role supports the organization’s financial operations by ensuring accurate reporting, strong financial controls, and meaningful financial insights that support business decision-making. This role partners closely with leadership and cross-functional teams to support financial planning, operational budgeting, and financial analysis while helping maintain financial discipline and transparency in a growing fintech environment.

What You\'ll Do

Month-End Close, Reporting and Controls

• Lead the monthly, quarterly, and year-end financial close process, with hands-on involvement to ensure timely and accurate completion of all close activities.
• Prepare and review journal entries, account reconciliations, and supporting schedules for balance sheet and income statement accounts.
• Perform and oversee general ledger reconciliations, investigate variances, and ensure all reconciling items are resolved in a timely manner.
• Maintain detailed month-end schedules and working papers to support financial results and audit requirements.
• Apply and maintain compliance with IFRS 15 revenue recognition standards, including review of customer contracts and revenue arrangements.
• Maintain and reconcile deferred revenue, WIP, and revenue recognition schedules.
• Collaborate with operational teams to ensure accurate project accounting and revenue timing.
• Support internal and external audits by coordinating documentation and financial information.

Financial Planning & Analysis

• Support budgeting, forecasting, and variance analysis, providing insights on financial performance against targets
• Support financial modeling and analysis to inform business initiatives and strategic decisions.
• Provide financial insights and reporting to support leadership decision-making.

Financial Controls & Compliance

• Maintain strong financial controls and support compliance with internal financial policies.

Operational Finance Support

• Partner with department leaders to support operational budgeting and cost management.

Process Improvement & Collaboration

• Identify opportunities to improve financial processes, reporting efficiency, and data accuracy.
• Support improvements to reporting tools, and dashboards.

What You Bring

• 3 – 5+ years of experience in finance, accounting, or financial analysis.
• Bachelor\'s degree in finance, Accounting, Business, or a related field.
• CPA designation acquired or in progress.
• Experience managing full-cycle month-end close, financial reporting and audit processes.
• Strong understanding of IFRS accounting standards, particularly IFRS 15 revenue recognition.
• Experience with forecasting, variance analysis, and financial modeling.
• Understanding of software business models (licenses, subscriptions, services).
• Experience with NetSuite.
• Strong analytical and problem-solving skills with attention to detail.

Bonus Points If You Have The Following

• Experience working in fintech, SaaS, or technology organizations.
• Experience in Blackline.

What We Offer

• Be part of a dynamic, innovative team where your ideas directly shape our sales strategy and market presence.
• Flexible working arrangements (hybrid, or in-office) designed to support work-life balance.
• Comprehensive benefits package starting from day one, including health coverage, paid time off, and volunteer days.
• Competitive salary, annual bonus program, and participation in our employee stock option plan.
• Access to continuous learning opportunities, a robust learning management system, and a tuition reimbursement program.
• Tools and technology provided (laptop, headset, monitors) to set you up for success.
• A supportive environment that values your growth, success, and contributions to our customers’ achievements.

We welcome and encourage applications from all qualified individuals who can contribute to the continued diversification of our organization, including those from equity-deserving groups that have been historically underrepresented in the workforce.

Worker Sub Type
Regular

Number Of Openings Available
1

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