Finance & Accounting Manager

Business Teams – Operations /
Full-time /
Who We Are:

Nest Wealth is Canada’s largest independent digital wealth management platform, offering both direct-to-investor and advanced business-to-business solutions and it’s part of Objectway Group from January 2024.Objectway is an international group with more than 30 years of business expertise in wealth, banking and asset management software empowering clients to embrace their future challenges while providing great performance today. As an IDC Global TOP-100 FinTech provider with a leading as-a-service platform we’ve built strategic partnerships with +250 leading Wealth Managers, Banks, Asset Managers, Fund Managers, Insurers and Outsourcers in +15 countries empowering and scaling their business by modernizing and streamlining their digital technology and operations. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland, Ireland and North America, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets. Finding amazing people is essential for building a successful company. That’s why we take our culture and our people seriously. We are a proud recipient of ‘Great Place to Work’ for the past 3 years, ‘Best Workplaces for Inclusion’,  ‘Best Workplaces in Technology’, and ‘Best Workplaces in Canada’ and we've recently been recognized as part of the top 10 scaling startups in Canada by CIX. Before you apply, get an inside look into our culture and learn from team members who discuss what we’re building, recent problems we’ve solved, how/why we’ve made changes to our tech stack and what it’s like joining our team!

To strengthen our team in TORONTO we are currently looking for an Finance & Accounting Manager

The Opportunity: ** Toronto based is preferred **

We are hiring a Finance & Accounting Manager who will play a key role in supporting the financial operations of Nest Wealth on its next stage of growth.  Nest is looking for a self-motivated individual who loves to get their hands dirty but also maintains a strategic and big-picture outlook when making decisions.  Reporting into the global Finance Department, and good at working independently with cross-functional teams the Finance Manager will ensure that finance and operations run smoothly and that financial reports are accurate and produced in a timely manner.  This opportunity will allow a passionate team-player to grow professionally and personally, taking on new and interesting accounting challenges and supporting business initiatives while building up their leadership and management skills in the process.  If you’re an analytical thinker with a strong work ethic and believe in continuous improvement, then read on!

What you’ll be doing: (Finance & Accounting Manager)

    • Performs in collaboration with the global Finance and Corporate development team all duties associated with banking, cost accounting, general book keeping, accounts payable and accounts receivable functions
    • Performs full cycle month-end close process including preparing journal entries, accruals, bank and credit cards reconciliations for multiple Nest Wealth entities
    • Engages with auditors and manage the year-end audit processAssists in the preparation of annual financial statements and commentary, interim and management reporting
    • Prepares necessary financial reports in line with group management reporting and OSC requirementsEnsure reports are in compliance with accounting standards applied locally and at group level (IFRS)
    • Has hands on responsibility for Payroll and cost accounting functions
    • Works closely with other global team members to coordinate responsibilities and prioritize tasks to ensure that key deadlines are managed and met
    • Manage full process from invoicing to customer to cash and account receivable.
    • Manage full process form order to pay for suppliers, accounts payable, vendor bill processing, expense reports, and payments.
    • Prepares monthly tax Journal entries and liase with tax consultants, including file and pay out different provinces, GST/HST PST/QST monthly returns where necessary
    • Manage relationships with 3rd party tax advisors/preparers for corporate annual returns, SR&ED claims, when other in-depth tax assistance is required.
    • Participates in the rollout of finance projects and initiatives
    • Support group FP&A activities like: Cashflow forecasting & Assisting in the corporate and departmental budgeting process.
    • Performs other duties as required
    • Owns adhoc projects and assignments that are related to Canadian entity

Qualifications and Core Skills Needed:

    • Bachelor’s degree in Accounting and Finance from an accredited institute or equivalent experience
    • Minimum of 5 years of Canadian accounting experience. IFRS Knowledge.
    • Fluency in speaking, reading, and writing the English language. Bilingual English/French or Italian a plus.
    • Advanced computer skills including ERP systems, Microsoft Office (Powerpoint, Word and Excel)
    • Proactive problem-solving/judgment skillsAble to communicate effectively.
    • Attention to detail
    • Organized, proactive and self-motivated individual capable of producing results and meeting deadlines
    • Expected to manage work with minimum supervision
    • CPA or equivalent designation is highly recommended.

How can you grow with us?

    • Continual internal mobility opportunities as we scale 
    • Learning and development stipend to put towards professional development
    • Dedicated Udemy D.E.A.L Days (Drop Everything And Learn) 
    • Company-wide lunch & learns across the organization to learn more about FinTech

Why this role could be a good fit for you?

    • You have 3-5 year s of experience in an accounting role (some public accounting experience preferred)
    • You have a CPA or equivalent designation (or are enrolled in CPA and expected to complete within 1 year)
    • You have good knowledge of IFRS standards.
    • You have exhibited ownership of financial reporting, able to put a 3-statement model together from scratch
    • You have intermediate to advanced Excel skills and are excited to leverage technology (Xero, Expensify, Dext,  Google Sheets)
    • You have a continuous improvement mindset with a drive towards automation and efficiency
    • You have strong attention to detail, with an appetite for accuracy and a track record of analytical excellence
    • You are hungry to “do it all” within the finance function at a growing organizationYou are an observant and flexible team-player, able to build on existing foundations and processes
    • You Embody our 4CE (Force) values! You are: Conscientious, Comfortable with Ambiguity, Competitive, Curious, and Expeditious. 

    • No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified below and you think you can bring value to the role, we’d love to learn more about you!

What you can expect with our interview process?

    • We understand interviewing can be a daunting experience, and we are here to support you every step of the way. Here is a step by step guide on what interviewing with us looks like:
    • 30 min “get to know you” interview with HR team member
    • Take home Case study 60 min
    • 60 min “Meet the Managers” interview with Controller Carlo Pignataro & CFO Mirco Sarcoli 
    • Our ideal time-to-hire is 35 days, we try our best to provide an efficient, engaging and enjoyable interview experience. 
    • All interviews are over video via Google Meet
$85,000 - $95,000 a year
Compensation: Our target hiring range is 85,000 - 95,000 CAD per year plus participation in our Annual Bonus Program with eligibility for earning up to 10% base salary for meeting or exceeding corporate targets. Actual compensation will be commensurate with experience and skills.
In addition to joining a phenomenal team, we offer support professionally and personally:

Flexibility: An engaging remote-first culture in Canada coast-to-coast. Our employees have the latitude to take care of the other parts of their lives and be there for the things that matter to them
Comprehensive Compensation & Benefits: A competitive total compensation package that includes variable bonus, health and dental benefits, 3 weeks vacation, 10 days flexible PTO
Learning & Development: Udemy Business license, $1000 L&D stipend to put towards professional development, Lunch & Learn opportunities, continual company wide workshops
Support for Growing Families: We welcome new additions with a 6 week parental leave top-up and re-onboarding program to support a successful re-entry back into the Nest.

We believe in everyone At Nest Wealth, we commit to pursuing deliberate efforts to ensure that our company is a place where differences are welcomed, different perspectives are respectfully heard and where every individual feels a sense of belonging and inclusion. We know that by creating a vibrant climate of inclusiveness, we can more effectively advance our collective capabilities. We celebrate diversity and are committed to creating an inclusive environment for all employees and encourage applications from people of all abilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.