Chief Financial Officer – Family Office

About the employer

This company, located in downtown Montreal, is a growing multi-family office dedicated to high-net-worth individuals and families. It offers comprehensive oversight of its clients’ financial situations, combining accounting, tax, and portfolio management services through its subsidiary. With core values such as a people-first approach, independence, excellence, and innovation, this rapidly growing firm offers a dynamic and stimulating corporate culture.

Benefits

Flexible schedule and hybrid work – Professional environment that promotes an excellent work-life balance – Comprehensive group insurance plan – Employer contribution to RRSP – Paid time off on your birthday – Condensed summer schedule – Concrete opportunities for career development and advancement to a leadership role – A manager who encourages autonomy, trust, and initiative – A fast-growing company offering a high-value-added role – A dynamic, people-oriented, and innovation-driven environment.

Your responsibilities in a few words!

Oversee all of the organization’s financial activities – Prepare, analyze, and present financial statements in accordance with IFRS – Lead and develop a team of three accounting and payroll professionals – Participate in strategic decision-making and advise senior management on financial matters – Manage cash flow, liquidity forecasting, financing, and banking relationships – Coordinate external audits as well as regulatory and tax disclosures – Optimize financial processes, internal controls, and accounting practices – Work closely with the wealth management and advisory services teams – Monitor the budget, produce financial analyses, and support the organization’s growth.