Senior Financial Analyst - 3 days in office

About this role

Job Description
This is a newly created seat inside a privately held investment firm that has scaled from two entities to seven in just a few years and has not let off the gas. You will sit directly below the Assistant Controller, serve as the first trusted delegate when the needs to step up, and get genuine exposure to M&A integration and multi-entity financial reporting at a stage where that kind of access normally requires a title two levels higher.


Company

• Privately held investment management firm based in Toronto (St. Clair East)
• Grown from 2 to 7 corporate entities under active leadership with U.S. expansion underway
• Strategic M&A is ongoing and accelerating, not a one-time event
• No-ego culture where people across all levels collaborate and support each other's development
• Mid-sized firm by headcount, small-firm values and ownership mentality
• Building proprietary AI infrastructure internally while already using Copilot and Claude

Compensation Package

• Base salary: $90,000 to $110,000 CAD (flexibility above $110K for an exceptional candidate through enhanced bonus components)
• Performance bonus: 15% of base salary at target
• Comprehensive health benefits, fully employer-paid
• Retirement plan
• $1,000/year continuing education allowance
• $600/year wellness allowance
• 3 weeks vacation, increasing with tenure
• 3 paid sick days + 2 personal days + 1 volunteer day
• Hybrid: Tuesday and Thursday mandatory in-office, one additional flexible day

Position Description
This is a newly created position sitting between the accounting associates and the Assistant Controller. The role is hands-on by design: you will review rather than prepare month-end, handle complex transactions the associates escalate, and be the person the team relies on when the Assistant Controller is not available. Over time, as M&A activity continues, you will take on integration work and due diligence support that goes well beyond a standard senior account...