Financial Controller - Family Office (Canada)

Everything we do is powered by our customers! Featured on Deloitte's Technology Fast 500 list and G2's leaderboard, Maropost offers a connected experience that our customers anticipate, transforming marketing, merchandising, and operations with commerce tools designed to scale with fast-growing businesses. With a relentless focus on our customers’ success, we are motivated by curiosity, creativity, and collaboration to power 5,000+ global brands.

 

Driven by a customer-first mentality, we empower businesses to achieve their goals and grow alongside us. If you're ready to make a significant impact and be part of our transformative journey, Maropost is the place for you.

Become a part of Maropost today and help shape the future of commerce!

 

This role will be based in Canada!

About the position:

We are seeking a highly skilled and detail-oriented Financial Controller to oversee the end-to-end accounting operations for our Family Office. This individual will be responsible for managing all aspects of financial reporting, accounts payable, and investment accounting, as well as providing administrative support for various family office activities. The ideal candidate will have extensive experience working with high-net-worth individuals (HNWI) and managing the unique financial complexities of their investments, assets, and business interests.

What You’ll be Responsible for:

• Oversee the day-to-day accounting operations of the Family Office, ensuring accuracy and timeliness in financial reporting.
• Manage the accounts payable process, including invoice review, approvals, and payment schedules.
• Handle accounting for a diverse portfolio of investment activities, including private equity, hedge funds, venture capital, and real estate.
• Prepare monthly, quarterly, and annual financial statements, ensuring compliance with applicable standards and regulations.
• Conduct account reconciliations and ensure the integrity of the general ledger.
  Develop and implement internal controls to safeguard assets and ensure accurate financial reporting.
• Maintain detailed records and perform accounting for various investment activities, including tracking performance, cash flows, and valuations.
• Assist in the review and administration of investment contracts, subscription agreements, and legal documentation.
• Provide financial oversight and support for real estate transactions, including purchase agreements, financing, and ongoing management.
• Support the administration of family office operations, including estate planning, trust accounting, and philanthropic activities.
  Manage compliance with tax regulations and coordinate with external advisors for tax filings.
• Assist in budgeting and cash flow forecasting for personal and business-related expenses.
  Maintain and update documentation for all investment and real estate holdings.
• Act as a trusted advisor for high-net-worth individuals, ensuring confidentiality and professionalism in all interactions.
  Provide financial insights and guidance to support informed decision-making regarding investments and other financial matters.
• Handle ad hoc financial projects, special requests, and complex financial analysis as needed.

What You’ll need to bring to Maropost:

• CPA, CA, or equivalent professional accounting designation is strongly preferred.
• A minimum of 5-7 years of experience in accounting and financial management, with at least 3 years working in a Family Office or directly with high-net-worth individuals.
• Strong knowledge of investment accounting, including private equity, venture capital, and real estate.
• Familiarity with family office administration, including investment contracts, estate planning, and tax compliance.
• Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines.
• Strong interpersonal and communication skills, with the ability to work discreetly and professionally with high-net-worth clients.
•  Proficiency in accounting software and Microsoft Office Suite (Excel, Word, PowerPoint). Experience with specialized family office or investm