We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
The Senior Accountant is a key contributor to the firm’s financial integrity and operational success. Reporting to the Manager, Corporate Accounting, this role is involved in all aspects of reporting, including management reporting of financial statements, regulatory reporting, year-end audit reporting, consolidation, cash flow, and tax reporting. The Senior Accountant provides professional and insightful support to the Manager, Corporate Accounting and the Finance Management Team and proactively seeks opportunities to enhance financial systems, streamline processes, and drive continuous improvement.
This is a hybrid role, based in our Vancouver offices.
Core Responsibilities:- Prepare month end working papers and journal entries for various corporate entities.
- Prepare monthly cashflow statements and cashflow forecasts including creating new templates.
- Review lease contracts and account for leases under IFRS 16.
- Own and maintain balance sheet reconciliation for accounts such as prepaids, fixed assets, and long-term investments.
- Prepare consolidation entries and assist with FS consolidation process.
- Ensure accurate allocation of advisor, contractor, and pool compensation in alignment with different fee structures and agreements.
- Reconcile bank charges and prepare monthly GST return.
- Coordinate with external auditors and support year end reviews and audits.
- Create process documentation and drive improvements for efficiency and effectiveness.
- A minimum of 5 years relevant accounting experience.
- CPA designation and audit experience preferred.
- Full-cycle financial statement preparation experience required.
- Experience creating cashflows or balance sheet reconciliations is an asset.
- Familiarity with Workday Finance, Workday Adaptive Planning accounting software and SAP Concur software would be an asset.
This position comes with a base salary range of $85,000 - $95,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
Top Skills
What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
