Finance Manager

A Calgary-based organization is seeking a hands-on Finance Manager to support a complex group of privately held entities, investments, trusts, foundations and personal financial interests. The role reports to a Director and combines financial reporting, tax, treasury, investment accounting and team leadership.

### Financial reporting and accounting
- Oversee quarterly and annual statements, reporting packages, accounting entries and month/year-end close.
- Review bank reconciliations and maintain reporting schedules and filing calendars.
- Prepare consolidated value/net-worth reporting and improve or automate management reporting.

### Tax and compliance
- Coordinate or prepare T1, T2 and T3 returns, T4/T5 slips, GST returns and trust/foundation filings.
- Work with external accounting and tax advisors.

### Treasury and investments
- Monitor cash and banking across entities, prepare cash forecasts and coordinate transfers, wires, cash sweeps and investment funding.
- Maintain investment schedules and records for dividends, interest, distributions, return of capital and other activity.

### Team and operations
- Manage and mentor the Accountant and oversee accounts payable.
- Support management/family meeting materials, insurance renewals, charitable-disbursement calculations and sensitive financial records.

- CPA designation required; CPA, CA preferred.
- Public-practice accounting experience required.
- Strong knowledge of personal, corporate and trust tax, including T1/T2/T3 and T4/T5 work.
- Financial-statement, treasury, cash-management, reconciliation and investment-accounting experience.
- Advanced Excel and Microsoft Office skills; INDEX/MATCH, SUMIF/SUMIFS expected, with PivotTables/VBA/macros as assets.
- Microsoft Teams proficiency; Dynamics 365 Business Central and Jet Reports are assets.
- Strong organization and discretion in a confidential multi-entity environment.

Application contact: Alison Caldwell — caldwell@catchrecruitment.com. Source posting dated September 25, 2026.