Run month-end close for acquired accounting-firm clients, including legacy and platform ledgers. Perform variance analysis, respond to client requests, document close processes, identify inefficiencies, and support automation initiatives. Serve as the accounting voice for the product team by providing feedback on platform capabilities. The role requires direct client collaboration, strong process-improvement skills, and in-person work in Toronto.

Lead post-acquisition integration and performance management for a growing portfolio of accounting firms. The role establishes operating cadences, portfolio scoreboards, value creation plans, cross-firm playbooks, and accountability systems while partnering with founders and leadership teams. It also evaluates acquisitions, supports key hiring, develops operating improvements, and builds a portfolio operations team. This is an in-person Toronto role with regular travel across Canada and the US.

Own online demand generation for acquired accounting firms, building funnels, messaging, channel strategies, experiments, systems, and tracking from scratch. Prove repeatable demand-generation playbooks, optimize funnel performance, report metrics to leadership and the board, and scale successful programs across firms in Canada and the US. The role requires hands-on B2B demand-generation experience, measurable pipeline-building results, autonomous execution, and effective use of AI tools.