Chief Financial Officer

Refresh Financial was founded in 2013 and is based in the scenic Okanagan community of Kelowna, BC.  Our vision is to help the underbanked become bankable through a “white-glove”, hi-touch experience.  Our goal is to help Canadians take control of their finances by providing solutions and a client experience that helps our clients reach their potential. The market opportunity is significant, evidenced our recent ranking of 40 on Deloitte’s Technology Fast 500, a listing of the 500 fastest growing technology, media, telecommunications, life sciences and energy tech companies in North America.

The Chief Financial Officer (CFO) reports directly to the Chief Executive Officer (CEO) and is a critical member of the senior leadership team, contributing to the formulation of strategy and positioning Refresh Financial to ensure long term success. The CFO is accountable for the administrative, financial and risk management functions of the company, including the development and oversight of a financial strategy, metrics tied to that strategy and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.

The ideal candidate is an ambitious, outgoing and intuitive senior finance leader who is accustomed to an entrepreneurial, start up or hyper-growth company culture. A collaborative and collegial work style with the ability to contribute in key required areas of the business is sought. A CPA who can bring innovative thinking balanced with “the voice of reason” to the senior leadership team would fit in perfectly. A preference will be shown for individuals who have experience in international markets and have successfully raised capital. To be considered, there are a number of core competencies required; these include all aspects of finance, accounting, business and project controls, monthly and annual reporting, audit and assurance, financial analysis, budget, forecasting, planning and corporate development. Oversight of cost accounting, cash management, and taxation are additional accountabilities.

If this is the next step in your professional career, visit our website and submit your application to Allison Rzen and Shaun Carpenter at