Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management.
Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.
The person occupying this strategic position in the organization is an expert in finance. Responsibilities include overseeing accounting, producing financial statements, analyzing financial performance, managing cash flow and implementing internal controls. He or she ensures that all financial activities comply with current accounting standards and regulations.
Main responsibilities
Team leadership
- Supervise and manage the accounting and payroll teams, provide training and skills development, assign tasks and monitor work quality.
- Financial statement production
- Prepare and analyze monthly, quarterly and annual financial statements, ensuring accuracy and compliance with accounting standards.
- Manage day-to-day activities as part of the full accounting cycle.
- Analyze financial performance and prepare reports and variance analyses.
Budget preparation
Participate in the preparation of annual budgets and financial forecasts, analyze variances and propose corrective measures.Monitor and analyze monthly operating results against budget.Internal control
Implement and maintain an effective internal control system to prevent and detect errors and fraud and to ensure the security of company assets.Collaborate with internal and external auditors.Payroll management
Monitor payroll processes and legislative obligations in Quebec and Ontario.Process improvementIdentify opportunities to improve accounting and financial processes, implement solutions to increase efficiency and reduce costs.Business partner to managementProvide financial advice and analysis to management to facilitate strategic decision-making.Governance
Manage federal and provincial government reports and tax returns.Apply for external funding, including internship grants, CDAE tax credit, and other relevant programs.Monitor changes in legal compliance and financial and tax regulations, respect industry best practices and keep abreast of market trends.Participate in commercial insurance renewals, including negotiations, and maintain a good relationship with the broker.Manager :
Vice-President, Chief Financial Officer
Bachelor's degree in accounting and Chartered Professional Accountant (CPA) designationMinimum 10 years' experience in financial managementExperience in the IT field or in a professional services firmExperience with enterprise resource planning (ERP) systemsKnowledge of business intelligence softwareTechnical skills
Mastery of accounting standards, accounting software and financial analysis toolsProficiency in Netsuite financial management system an assetAdvanced knowledge of Microsoft Excel or Google WorkspaceSolid understanding of generally accepted accounting principlesInterpersonal skillsDemonstrate leadership, teamwork and effective communication skillsAnalytical and synthesizing skillsDemonstrate rigor and integrityAbility to work effectively in a multidisciplinary team environmentBilingualism (English and French)Why join Croesus ?
À la carte vacationsAnnual salary + Corporate profit-sharing planHybrid workSports programGym available at our Laval head officeTelemedicine + group insurance (super useful for the family 😉 )Group RRSPProximity to Montmorency metroOngoing training and development planReferral bonusIndoor and outdoor parking & electric car rechargingAccess to bike sharingCroesus boutiqueBeautifully renovated and spacious officeComplimentary breakfast every morningWeekly Happy hours, prepared by our Croesus Life PartnerAre you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.
Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.
