Finance & Accounting Manager, Nest Wealth
CA$85-95k
+ Annual Bonus Program with eligibility for earning up to 10% base salary for meeting or exceeding corporate targets
Digital wealth management platform
Job no longer available
Digital wealth management platform
21-100 employees
Job no longer available
CA$85-95k
+ Annual Bonus Program with eligibility for earning up to 10% base salary for meeting or exceeding corporate targets
21-100 employees
Company mission
To change the way Canadians invest.
Role
Who you are
- Nest is looking for a self-motivated individual who loves to get their hands dirty but also maintains a strategic and big-picture outlook when making decisions
- If you’re an analytical thinker with a strong work ethic and believe in continuous improvement, then read on!
- Bachelor’s degree in Accounting and Finance from an accredited institute or equivalent experience
- Minimum of 5 years of Canadian accounting experience. IFRS Knowledge
- Fluency in speaking, reading, and writing the English language. Bilingual English/French or Italian a plus
- Advanced computer skills including ERP systems, Microsoft Office (Powerpoint, Word and Excel)
- Proactive problem-solving/judgment skillsAble to communicate effectively
- Attention to detail
- Organized, proactive and self-motivated individual capable of producing results and meeting deadlines
- Expected to manage work with minimum supervision
- CPA or equivalent designation is highly recommended
- You have 3-5 year s of experience in an accounting role (some public accounting experience preferred)
- You have a CPA or equivalent designation (or are enrolled in CPA and expected to complete within 1 year)
- You have good knowledge of IFRS standards
- You have exhibited ownership of financial reporting, able to put a 3-statement model together from scratch
- You have intermediate to advanced Excel skills and are excited to leverage technology (Xero, Expensify, Dext, Google Sheets)
- You have a continuous improvement mindset with a drive towards automation and efficiency
- You have strong attention to detail, with an appetite for accuracy and a track record of analytical excellence
- You are hungry to “do it all” within the finance function at a growing organizationYou are an observant and flexible team-player, able to build on existing foundations and processes
- You Embody our 4CE (Force) values! You are: Conscientious, Comfortable with Ambiguity, Competitive, Curious, and Expeditious
What the job involves
- To strengthen our team in TORONTO we are currently looking for an Finance & Accounting Lead
- We are hiring a Finance & Accounting Lead who will play a key role in supporting the financial operations of Nest Wealth on its next stage of growth
- Reporting into the global Finance Department, and good at working independently with cross-functional teams the Finance Manager will ensure that finance and operations run smoothly and that financial reports are accurate and produced in a timely manner
- This opportunity will allow a passionate team-player to grow professionally and personally, taking on new and interesting accounting challenges and supporting business initiatives while building up their leadership and management skills in the process
- Performs in collaboration with the global Finance and Corporate development team all duties associated with banking, cost accounting, general book keeping, accounts payable and accounts receivable functions
- Performs full cycle month-end close process including preparing journal entries, accruals, bank and credit cards reconciliations for multiple Nest Wealth entities
- Engages with auditors and manage the year-end audit processAssists in the preparation of annual financial statements and commentary, interim and management reporting
- Prepares necessary financial reports in line with group management reporting and OSC requirementsEnsure reports are in compliance with accounting standards applied locally and at group level (IFRS)
- Has hands on responsibility for Payroll and cost accounting functions
- Works closely with other global team members to coordinate responsibilities and prioritize tasks to ensure that key deadlines are managed and met
- Manage full process from invoicing to customer to cash and account receivable
- Manage full process form order to pay for suppliers, accounts payable, vendor bill processing, expense reports, and payments
- Prepares monthly tax Journal entries and liase with tax consultants, including file and pay out different provinces, GST/HST PST/QST monthly returns where necessary
- Manage relationships with 3rd party tax advisors/preparers for corporate annual returns, SR&ED claims, when other in-depth tax assistance is required
- Participates in the rollout of finance projects and initiatives
- Support group FP&A activities like: Cashflow forecasting & Assisting in the corporate and departmental budgeting process
- Performs other duties as required
- Owns adhoc projects and assignments that are related to Canadian entity
Application process
- We understand interviewing can be a daunting experience, and we are here to support you every step of the way. Here is a step by step guide on what interviewing with us looks like:
- 30 min “get to know you” interview with HR team member
- Take home Case study 60 min
- 60 min “Meet the Managers” interview with Controller Carlo Pignataro & CFO Mirco Sarcoli
- Our ideal time-to-hire is 35 days, we try our best to provide an efficient, engaging and enjoyable interview experience
- All interviews are over video via Google Meet
Our take
Humans are only capable of analyzing so much financial information, and therefore in recent years, many investors have sought out innovative technology to access personalized wealth advice. Portfolio robo-advisors and business process automation tools are commonly used to reduce errors, and operational costs, and increase profits, but these are generally fragmented and not always accessible.
Nest Wealth leverages innovative technology to provide personalized wealth advice and management tools to financial institutions, individual investors, financial advisors, and employers. Through its unified technology-driven approach to digital wealth solutions, the company aims to reduce financial risk, diversify investment portfolios, automate financial processes, and ultimately facilitate its clients to scale their operations.
Now , as the leading Canadian provider of digital wealth solutions, Nest is entering a new chapter. It was recently acquired by global fintech player Objectway, setting the stage for even bigger things ahead. With Objectway's backing, Nest will bring its smart onboarding and financial planning tools to more clients across North America (and even expand into Europe). It's a big move that keeps Nest's momentum going while opening up new doors for growth.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-16% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jul 2020
$50m
LATE VC
May 2017
$6.4m
EARLY VC
Total funding: $57.9m
Company benefits
- Health care benefits
- Employee stock options
- Education support
- Professional development
Company HQ
West Queen West, Toronto, ON
Salary benchmarks
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