Controller, Family Office

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Our Family Office practice is growing, and we are seeking a Senior Manager who will play a key role in delivering high-touch service to our family office clients. The successful candidate will act as a financial controller to our clients and will be responsible for managing the finance and accounting activities for multiple client entities, strategic reporting and financial modelling.

The candidate will support the Family Office team in the 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 (Partners/senior leaders across different service lines, business unit leaders, accounts and marketing team, finance, information technology, human resources and 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 along with a passion for working with some of the most successful family enterprises in Canada. The individual possesses a keen understanding of professional services, multi-disciplined service lines along with strong client relationship management skills.

• Act as a controller to clients and maintain a consolidated view of their overall financial and investment activities
• Coordinate accounting, bookkeeping, investment reporting activities and oversee the finance/accounting/bookkeeping/investment team’s activities
• Coordinate with the offshore team to support efficient and consistent service delivery
• 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
• 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 team, 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 Family Office engagements and coordinate various client related activities and ensure timely responses and delivery 
• Where applicable, support the Lead Relationship Manager and Family Office Leader with the proposal process 
• Lead regular client status meetings in partnership with the Lead Relationship Manager, Lead Partner, and Family Office Leader
• Where applicable, act as project lead for Family Office engagements to ensure timely and consistent delivery 

• Bachelor’s degree in Accounting, Finance, Commerce, or a related field; a completed CPA designation is required 
• At least 7 years of client experience in financial analysis, accounting and/or bookkeeping
• Strong understanding of the full accounting cycle
• Experience in audit, tax, controllership, or a professional services environment, with exposure to complex, multi-entity client structures, is required
• Proven ability to effectively prioritize and manage competing demands
• Ability to synthesize large quantities of complex data into meaningful insights for the client
• Ability to work and effectively communicate with senior-level business partners
• Excellent business judgment, analytical, and decision-making skills
• Knowledge of financial reporting and data mining tools
• Strong demonstrated use of Excel, Word, and PowerPoint
• Strong interpersonal/facilitation and client relationship management skills
• Has an eagerness to learn and help grow the practice
• Strong familiarity with KPMG service lines and a strong network within professional services is an asset 
• Proven experience working with senior leaders and advising on financial strategy 

Providing you with the support you need to be at your best

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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.

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.

AI Usage

We embrace the use of artificial intelligence (AI) to enhance the candidate experience and streamline our recruitment processes. AI tools may help with organizing applications or surfacing relevant qualifications. However, no hiring decisions are made using AI. Every hiring decision is made by our hiring managers and recruitment professionals, who are equipped with training that empowers them to use these tools responsibly. AI technologies used in our recruitment process undergo detailed risk assessments, including security and privacy requirements, that align with KPMG’s Trusted AI framework.

We believe technology should empower human judgment, not replace it. It’s one of the many ways we’re delivering on our vision of being a technology-first, people-driven firm.

• Act as a controller to clients and maintain a consolidated view of their overall financial and investment activities
• Coordinate accounting, bookkeeping, investment reporting activities and oversee the finance/accounting/bookkeeping/investment team’s activities
• Coordinate with the offshore team to support efficient and consistent service delivery
• 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
• 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 team, 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 Family Office engagements and coordinate various client related activities and ensure timely responses and delivery 
• Where applicable, support the Lead Relationship Manager and Family Office Leader with the proposal process 
• Lead regular client status meetings in partnership with the Lead Relationship Manager, Lead Partner, and Family Office Leader
• Where applicable, act as project lead for Family Office engagements to ensure timely and consistent delivery 

• Bachelor’s degree in Accounting, Finance, Commerce, or a related field; a completed CPA designation is required 
• At least 7 years of client experience in financial analysis, accounting and/or bookkeeping
• Strong understanding of the full accounting cycle
• Experience in audit, tax, controllership, or a professional services environment, with exposure to complex, multi-entity client structures, is required
• Proven ability to effectively prioritize and manage competing demands
• Ability to synthesize large quantities of complex data into meaningful insights for the client
• Ability to work and effectively communicate with senior-level business partners
• Excellent business judgment, analytical, and decision-making skills
• Knowledge of financial reporting and data mining tools
• Strong demonstrated use of Excel, Word, and PowerPoint
• Strong interpersonal/facilitation and client relationship management skills
• Has an eagerness to learn and help grow the practice
• Strong familiarity with KPMG service lines and a strong network within professional services is an asset 
• Proven experience working with senior leaders and advising on financial strategy 

Providing you with the support you need to be at your best