Senior Manager, Family Office

Overview

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. Our Family Office service team is growing, and we are looking to hire a Senior Manager to help deliver high‑touch service to our multi‑family office clients. The successful candidate will act as a financial quarterback to our clients and their families; and will be responsible for managing the daily accounting / financial activities for multiple client entities, strategic reporting, financial modelling. The candidate will support the Family Office team in overall productivity and effectiveness of the practice and will foster close working relationships with internal and external stakeholders. The incumbent will work collaboratively and cross‑functionally with key stakeholders across partners, senior leaders, business unit leaders, accounts, marketing, finance, information technology, human resources, executive team and external service providers. The successful candidate will have a strategic mindset, attention to detail, an entrepreneurial spirit, a high bar for client service excellence and a passion for working with some of the most successful business families and entrepreneurs in Canada. The individual possesses a keen understanding of professional services practice, multi‑disciplined service lines and strong client relationship management skills.

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

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 Canada Equal Opportunity Employer Statement

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.

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