Job Description

Our client, a prestigious family office in the Montreal area, is seeking a Finance Director to support their growth in an exciting and dynamic environment. This newly created role offers the opportunity to work closely with high-net-worth individuals and manage a wide range of financial responsibilities. A hybrid work schedule is required, with 2-3 days per week on-site in Laval. This is a unique chance to lead a diverse set of financial activities while making a significant impact on a sophisticated family office.

RESPONSIBILITIES:

• Oversee the preparation of comprehensive financial reports for all entities, ensuring accuracy, clarity, and timely delivery.
• Manage financial reporting and collaborate with internal and external teams to produce precise and insightful financial statements.
• Lead the development and implementation of financial systems and processes to streamline operations and improve overall efficiency.
• Spearhead the creation and enhancement of Standard Operating Procedures (SOPs) to ensure consistency and clarity across all financial activities.
• Implement and manage robust internal control systems to safeguard financial assets and mitigate risks.
• Provide strategic financial oversight, including financial planning, cash flow forecasting, and scenario analysis, aligning with the long-term goals of the family office and its members.
• Continuously assess and improve financial processes, identifying areas for efficiency gains and implementing changes where needed.
• Develop and oversee financial risk management strategies, addressing potential financial, operational, and compliance risks.
• Support the year-end tax filings for corporate and individual entities, ensuring compliance with federal and provincial tax laws, and providing insight into tax-efficient strategies.
• Stay up-to-date on industry developments and financial regulations, ensuring best practices are consistently applied across all functions.

QUALIFICATIONS:

• CPA designation is required.
• At least 7 years of experience in a finance or accounting role, with strong experience in financial reporting, process improvement, and risk management.
• Experience supporting a family office or similar high-net-worth entity.
• Proficiency in French is preferred, but not required.
• A passion for managing complex financial operations and creating efficient, scalable solutions within a family office environment.

This role is an incredible opportunity for someone with a strong background in financial management, risk mitigation, and system implementation who is looking to step into a leadership position in a high-profile family office setting.