Key skills
CloudLeadershipBudgeting
About this role
Role Overview
- Lead monthly financial review meetings with clients
- Provide cash flow forecasting, budgeting support, and financial insight
- Guide clients through audits and year-end processes
- Review and approve financial statements to ensure accuracy and compliance
- Lead and mentor a team of bookkeepers and senior accountants
Requirements
- 8–10+ years in accounting or finance leadership roles
- CPA designation (required)
- Strong command of Canadian GAAP and tax regulations
- Deep experience with QuickBooks Online, Xero, Dext, and cloud accounting tools
- Confidence in presenting financials to founders, boards, and executive teams
Tech Stack
- Cloud