Job Title: Financial Manager Position in Vancouver | Apply Now
Location: Vancouver, BC
Salary: $120K plus strong benefits
Job Type: Hybrid work model
My client in the private investment sector is hiring a Financial Manager to take ownership of financial reporting, compliance, and trust accounting across a diverse portfolio of luxury residential and commercial properties, investment entities, and retained asset companies.
This is a senior, highly technical role suited for someone who enjoys independent work, a mix of public practice and industry responsibilities, and wants long-term stability with a well-established private investment group.
The environment is professional, entrepreneurial, flexible, and ideal for someone who prefers autonomy over micromanagement. After onboarding, a hybrid schedule is expected, typically combining office and home-based work.
What you will do
This position carries a heavy compliance and reporting focus, along with a variety of finance-related projects.
Core responsibilities:
- Prepare large amounts of Financial Statements annually (balance sheet driven, Excel based)
- Full accounting for multiple trusts and investment entities
- Assist with tax planning and compliance requirements
- Prepare quarterly distributions
- Cash flow management across various entities
- Prepare financial packages for quarterly meetings
- Maintain and strengthen controls and processes for retained asset entities
- Prepare quarterly and annual reporting, ratios, and lender deliverables
- Complete T2, T3, T4, T5, GST, and T5013 filings
- Support documentation for transactions and accounting entries
- Reconcile investments and related party accounts
- Light bookkeeping as required, including AP and AR
- Liaise with external accounting firms for year ends, audits, and tax filings
- Respond to CRA audit requests
- Lead financing and refinancing work for ongoing projects
- Assist with ad-hoc projects and additional duties as needed
- Work in Excel daily, with familiarity in accounting software such as QuickBooks
What we’re looking for
- Approximately 7 to 10 years of progressive experience
- CPA designation required
- Mix of public practice and industry experience
- Strong compliance and financial reporting background
- Advanced Excel skills, comfortable preparing full FS in Excel
- Solid tax knowledge
- Strong communicator with steady, consistent follow-through
- Independent, organized, and able to manage large workloads with limited oversight
- Someone looking for long-term fit, stability, and growth in a private family office environment
Who thrives in this role
You enjoy working independently, handling a high volume of technical work, and wearing multiple hats. You’re structured, detail-oriented, and comfortable in an entrepreneurial environment where you are trusted to run your own day. You value stability, privacy, and a mature workplace with flexibility and strong benefits.
Please send your resume to Tina Burke at tburke@burkerecruiting.com
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