Director, Finance And Operations

[Full job description, in English and French | Description complète du poste, en anglais et en français: https://rallyassets.com/wp-content/uploads/2023/07/Director-Finance-Operations-Directeurtrice-des-finances-et-des-operations.pdf

You have had the opportunity to grow your experience and strengths working your way up the ladder, with a keen understanding of finance and operations. You’ve built your career by combining your strategic, big-picture thinking with your technical skills and expertise and you’re willing to roll up your sleeves and make sure that tasks get done You know the importance of building nimble and scalable financial and operational systems in the portfolio management industry in collaboration with a small but highly driven team. Reporting to the Chief Executive Officer, this role is ideal for a professional that has 5-7 years of relevant experience and is eager to bring their expertise, learn in the role, and grow into a more prominent leadership role in a purpose driven organization.

PRIMARY DUTIES

• Lead on key operational areas of the firm’s growing business including setup and operationalizing of related entities and joint ventures, selection, management, and implementation of technology systems and vendor relationships,
• Manage and oversee all aspects of the firm’s day-to-day finance, operations, and compliance needs including payroll, invoicing, monthly P&L, account reconciliation, treasury, internal and external reporting, intercompany billing, vendor management, and corporate and regulatory fillings
• Assis in special projects, such as capital raising and internal audits, on an as-needed basis
• Working with the firm’s CCO and external counsel, lead and manage all aspects of the firm’s compliance program including compliance oversight program, regulatory reporting, conflicts of interest, and other related functions.
• Lead the finance, operations and compliance functions of a growing independent portfolio management firm
• Lead the firm’s annual financial audit including liaising with the auditor and coordinating and preparing audit materials.
• Lead the firm’ strategic financial planning including annual budgeting, ongoing financial analysis, and review of financial performance.

QUALIFICATIONS

On your resume, we ask that you demonstrate the following:

• Experience working with modern, cloud-based digital systems, SaaS, and fully digitized processes
• 5-7 years of relevant work experience, including a minimum of 5 years working in a finance or accounting capacity
• English/French bilingualism is an asset
• Experience working with a small, dynamic team and a willingness to roll up your sleeves
• Experience working in impact investing and/or private investing would be an asset
• Must have a Chartered Professional Accountant (CPA) designation, active and in good standing
• Experience at an independent portfolio management firm or in the asset management industry would be a strong asset
• Must be legally able to work in Canada

During the interview process, we will be reviewing, assessing, and covering the following:

• Good communication skills, both oral and written
• Technical expertise in accounting
• Strong interpersonal skills and ability to build constructive relationships with internal and external parties
• Strong critical thinking skills, good judgment, and problem-solving aptitude
• Demonstrated strong project management and organizational skills

WORKING AT RALLY ASSETS

• There is an opportunity for ownership participation through a stock option plan.
• Significant potential for professional development, guided by your interests and skills rather than simply the official job description
• Strong supportive culture and workplace -You get to work alongside a caring team; we respect that staff have busy personal lives and we strive to support everyone to have a good work-life balance
• Benefits and flexibility – we support the welfare of team members through health and wellness benefits and flexible paid time off.
• An opportunity to be part of a bonus program that rewards the achievement of both individual and team goals
• This role is based in downtown Toronto and provides the flexibility of a hybrid workplace
• You’ll have a job that is aligned with your values and contributes daily to making the world better

HOW TO APPLY

Please submit your resume and cover letter, preferably in one document, to the following link: https://rallyassets.bamboohr.com/careers. While we thank all who apply, only those deemed qualified by the hiring manager will be contacted. If you require any additional support during the application process, please reach out to our HR partners at [email protected].

Rally Assets Inc. is committed to equity, diversity and inclusion. We intentionally strive to have a workforce that mirrors the diverse demographics in this country. We encourage all applicants to apply regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability or Indigenous status. Studies have shown that women, people of colour, people with disabilities and people from LGBTQ2S+ communities are less likely to apply to jobs unless they meet every single qualification. If you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway, as you may be the ideal candidate we are looking for.

ABOUT RALLY ASSETS

Rally Assets is an impact investment management and advisory firm. We help investors generate positive social and environmental impact alongside a financial return. We create specialized solutions for corporate and institutional investors, foundations, family offices and individual accredited investors. We are a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario, and Quebec with the respective provincial securities commissions. Rally is a certified B Corporation. Certified B Corporations meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose.

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Location

Toronto, Ontario (Remote)

Employment Type

Full-Time

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