Financial Accountant

Do you have an interest in working for a company with a strong passion for philanthropy, community investment and team-based success? 

This is a unique opportunity to be an integral part of the Werklund Family Office (“WFO”) working with a professional team in this small, fast-paced office. 

Reporting to the Director, Finance & Administration, this new position encompasses a variety of responsibilities for multiple entities to contribute to the efficiency of WFO.

Responsibilities:

• Financial reporting for various corporations, non-profits and trusts
• Preparation of working papers, financial statements, and Board presentations
• Recording of investment activity for public portfolios in the general ledger
• Treasury function including cash positions, payments, ad hoc wire/EFT processing
• Accounts payable and accounts receivable processing
• Follow up with vendors and investigate queries as needed
• Preparation of weekly bank reconciliations[SM1] 
• Preparation of quarterly and annual GST returns/CRA compliance
• Other ad hoc reporting as required

Experience and background:

• Chartered Professional Accountant (CPA) designation, Accounting Certificate or Business Degree
• Work experience 3-5 years, investment management industry preferred
• Well-developed analytical and problem-solving skills with demonstrated attention to detail and accuracy
• Ability to manage competing priorities in a deadline-driven environment
• Ability to deliver high-quality results 
• Proficiency in Microsoft Office
• Experience/knowledge of Microsoft Business Central or Microsoft Dynamics NAV an asset
• Legally able to work in Canada

This is a full-time position with compensation commensurate with qualifications and experience.

Please apply by submitting an application or by emailing your resume to info@werklund.com by October 17, 2022.

We thank all applicants for their interest, however only those candidates selected for interviews will be contacted.