A privately held distribution-focused organization is looking for a Manager, Investment Accounting to oversee financial, administrative, and contractual matters while acting as a trusted right hand to senior management. This role is suited to a well-rounded professional who thrives in a dynamic, non-corporate environment and is motivated to build long-term value.
About the Role
The Manager, Investment Accounting will serve as the first point of contact for financial and contractual matters, coordinating with external advisors as needed. The role blends finance, oversight, and high-level administrative leadership in a hands-on setting.
What You’ll Do
Oversee financial reporting, cash management, and related accounting activities
Review contracts and agreements as the initial point of contact before external legal consultation
Coordinate with external advisors (legal, tax, investment, and other specialists)
Support governance, documentation, and administrative oversight
Provide strategic and operational support to upper management
Ensure confidentiality and discretion across all matters
Review contracts and agreements as the initial point of contact before external legal consultation
Coordinate with external advisors (legal, tax, investment, and other specialists)
Support governance, documentation, and administrative oversight
Provide strategic and operational support to upper management
Ensure confidentiality and discretion across all matters
What You Bring
- CPA designation strongly preferred but not required
- Approximately 5-8 years of progressive experience in finance or a related field
- Exposure to contract review and general legal concepts (formal coursework or practical experience is an asset)
- Strong judgment, discretion, and relationship management skills
- Adaptable and interested in long-term contribution and growth
Why Join
This is a unique opportunity to step into a trusted leadership role within a private enterprise. You’ll gain broad exposure, work closely with ownership, and have the opportunity to shape processes in a flexible, relationship-driven environment.
