• Senior Accountant

    Job Category
    Primary Job Location
    CA-ON-Richmond Hill
    Job Type
    Full Time
  • Job Description

    Title: Senior Accountant
    Location: Richmond Hill – Head Office
    Division: Global family of companies
    Reports to: Controller


    About Global:


    Global family of companies is a group of dynamic and integrated financial services firms focused on serving the needs of Canadian individuals, families, and corporations. With offices and representatives across Canada, we offer clients a full array of financial solutions to meet their needs including education savings plans, life and disability insurance, and investments in mutual funds, securities, bonds and other financial services.
    We are currently looking for a high energy individual as a Senior Accountant for Global family of companies corporate finance team.


    Job Summary:


    As a Senior Accountant, you will work closely with Controller and CFO, finance and other stakeholders to provide daily oversight for various Mutual Fund and Registered Education Savings Plan products.

    The position requires prior corporate accounting experience in addition to strong accounting skills, attention to detail and the ability to work in a fast paced, time sensitive environment with competing deadlines.


    To be successful, you will be self-motivated and take initiative improving on all aspects of the role. You will also be consistent, accurate in your delivery and reliable while maintaining a high level of professionalism.


    Main responsibilities will be as follows:


    • Completion of accurate and timely monthly corporate accounting close cycles
    • Preparation of IFRS financial statements and working papers for Global companies, including notes to financial statements
    • Reconciliation of balance sheet and income statement accounts
    • Ensures tax compliance, filings and payments are completed accurately and timely
    • Ensures all regulatory filings are completed accurately and timely and also responsible for managing regulatory deliverables
    • Supports and acts as main contact for annual audits and communication with external auditors including provision of all audit support and working papers
    • Development, monitoring, and reporting on operational budgets and forecasts
    • Review, development and implementation of all accounting processes and implementation of internal controls
    • Actively participates, provides input to finance and also other company wide projects
    • Ensures company controls, policies and procedures are rigorously followed with a low risk tolerance
    • Stay up-to-date on developments in the accounting field
    • Proactively identifies and implements system, process and control improvements
    • Collaborates with other departments to ensure the communication with finance is flawless
    • Act as a main contact point with external service provider and portfolio managers and improve processes with them;
    • Review and improve current processes and controls
    • Monitor compliance with various contractual agreements;
    • Prepare Ad hoc reports as needed;
    • Other duties, as required



    • Post-Secondary Education in Accounting, Finance, Business Administration or Economics;
    • CPA, CMA or CGA required
    • 3 to 5 years of experience
    • Experience in wealth and asset management industry
    • Understanding of investment funds
    • Experience in public accounting
    • Experience in management accounting and controls environment
    • Experience in monthly or quarterly accounting cycles
    • Experience in financial statements and financial reporting
    • Experience working in project teams or leading projects
    • Great attention to detail
    • Great communication and collaboration skills
    • Risk adverse, control mentalityStrong communication skills both verbal and written;
    • Strong computer skills including Microsoft Office, Great Plains, Quickbooks

    Competencies and Attributes:


    • High ethical standards and integrity in professional and personal dealings;
    • Ability and willingness to raise potential issues and assist with solutions;
    • Ability and willingness to listen to others;
    • Ability to stay organized with competing priorities and deadlines;
    • Strong analytical skills;
    • Detail-oriented with ability to check accuracy of work;
    • Ability to work with minimal supervision;
    • Strong commitment to client service;
    • Flexibility, responsiveness and willingness to consider change;
    • Ability to work as a team member as well as independently;
    • Accountable and able to handle time constraints;
    • Ability to be resourceful and proactive in dealing with issues that may arise;
    • Ability to prioritize and work under pressure in a sales driven environment


    Global values the diversity of our workplace and a working environment where everyone has the opportunity to realize his or her full potential.  We gladly provide accommodations to any candidate with a disability taking part in the selection process upon request.



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