Portfolio Controller – Treasury Manager

This is a fully remote position, open to applicants in Canada.

📋 Description

• Take charge of the preparation and evaluation of all portfolio month-end, quarter-end, and year-end closing deliverables, which include cash flow statements, dividend declarations, earnout/holdback calculations, and payments.

• Manage the treasury function, which encompasses monthly cash requirement reporting, banking administration, debt, and contingent consideration reconciliation, ensuring accurate portfolio-level cash visibility at all times.

• Proactively identify and implement AI-driven automation opportunities within the controllership and treasury functions, minimizing manual processing time and enhancing capacity for more valuable analytical tasks.

• Oversee the intercompany reconciliation and recharges process for all entities, ensuring accurate allocation and resolution of balances.

• Maintain and enforce the portfolio’s internal controls framework and Risk Control Matrix; oversee both internal and external audit processes.

• Manage Employee Authorisations and Approval Matrices across the portfolio; ensure that banking administration is up to date and all signatories are properly maintained.

• Coordinate tax compliance obligations as necessary, specifically regarding transfer pricing arrangements; consult with external advisors when required.

• Assist with acquisition integration from a technical accounting viewpoint, including adherence to step plans, revenue recognition checklists, and PPA model reviews.

• Develop and sustain effective working relationships with entity finance leads; offer technical accounting guidance and policy clarification while avoiding dependency or interference with entity autonomy.

⛳️ Requirements

• A CPA, CA, or equivalent professional accounting qualification is mandatory.

• Advanced proficiency in Excel; proven experience utilizing AI tools (Claude, Copilot, or similar) to automate financial workflows; familiarity with Python or Power Query is a significant advantage.

• Extensive knowledge of IFRS standards, particularly IFRS 15 (revenue recognition), IFRS 16 (leases), and IFRS 3 (business combinations/PPA); experience in consolidation accounting is essential.

• Practical experience with OneStream and Great Plains is preferred.

• Capability to perform under pressure and meet tight deadlines.

• High integrity and personal ethics due to the sensitive nature of information and issues involved in this role.

• A proactive approach to process and system improvements rather than merely maintaining the status quo.

• Excellent communication and interpersonal skills; adept at collaborating with cross-functional and international teams.

• Highly organized, detail-oriented, and willing to work variable hours when necessary.

• Outstanding analytical and problem-solving abilities.

🏝️ Benefits

• Competitive compensation.

• Comprehensive benefits package.

• Opportunity to learn from industry experts.