25 Oct
Thorek/Scott and Partners
Markham
Your Partners in Recruitment!
Thorek/Scott and Partners (TSP) has been connecting accomplished organizations with talented individuals for almost four decades. At TSP, our track record of successfully completing challenging searches across the professional spectrum has earned us an exceptional reputation at the forefront of the recruitment industry. Our Canadian and International clients include: global banks and non-bank financial institutions, private equity and investment funds, professional service firms, and entrepreneurial businesses in a variety of industries. We value the human connection and distinguish ourselves through an unwavering dedication to understanding the goals and motivations of our clients and candidates alike.
This open role is currently being featured by Thorek/Scott and Partners! We highlight a variety of open roles every week. If you save this position to apply to later, it may appear closed when you revisit it. For a full list of all open positions, please visit www.thorekscott.com.
Position Overview
Our client is an established and well-capitalized family office holding a growing global portfolio of investment and operating assets. Currently, they are seeking a dynamic and seasoned Head of Finance to lead their finance function. Reporting to the CEO, the Head of Finance will lead a team responsible for the overall financial health of the office, as well as assisting with the growth of the operating company through global acquisition. The incumbent will also act as a business and strategic advisor to the Chairman as it relates to the treasury, tax and business matters and investments of the Office.
This is an ideal role for a finance professional with experience in a family office or complex family owned operating entity to drive financial and strategic leadership in a growing global family office environment.
Role Responsibilities
- Strong operational experience, demonstrating the ability to run the financial operations of a complex business & implement strategic & bottom-line improvements.
- Serve as an office leader for M&A; transactions, working with a third-party investment company to assist with targeting, due diligence, and post-acquisition integration.
- Lead the effective safeguarding of the value of assets held by the Family Office and be principally responsible for the care and custody of the Family Office and investment portfolio.
- Lead the Office’s finance function and manage a growing team to manage the financial analysis, cash flow forecasting, and projections for current and future business investments and tax planning initiatives.
- Supported by external expertise as required, promote effective tax planning to enhance the tax position of the principal and family.
- Advise and execute distribution planning, hedging strategies and negotiation with banks on credit/finance.
- With the assistance of internal and external tax support - monitor tax legislation, regulations, policies and procedures applicable to financial reporting and identify actions to protect the Family as required.
- Oversee the overall accounting team & function related to the Office not only to ensure compliance but also to provide additional value to the Office to ensure effective,
efficient operations of the office of the CEO.
- Recruit and up-skill additional finance team members, as necessary to evolving needs.
Desired Qualifications
- A CPA (or equivalent) with at least 15 years of accounting, treasury, tax, financial and business experience.
- Experience working in a family office or for a family-run complex business.
- Has worked on M&A; transactions (i.e. Due diligence, review valuations, integration of a new operating company).
- Strong experience in the Treasury function, including distribution planning, hedging, and negotiating finance with banks.
- Sound analytical thinking, planning, prioritization and execution skills.
- Constantly striving for continuous improvement.
- A leader with strong business acumen and experience building & cultivating strong relationships with internal and external parties.
- High level of proficiency with Microsoft Office Excel and accounting software, e.g. Quickbooks.
- Experience dealing with mergers and acquisitions is an asset.
Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.
This open role is currently being featured by Thorek/Scott and Partners! We highlight a variety of open roles every week. If you save this position to apply to later, it may appear closed when you revisit it. For a full list of all open positions, please visit www.thorekscott.com.
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We appreciate your interest in this role.
In sharing your resume, you place your trust in us to treat you with integrity and respect and act in your best interests. All resumes will be held in the strictest of confidence. Those who most closely meet our client’s requirements will be contacted for an interview.
Please pass this opportunity forward. We welcome all referrals should someone in your network benefit from this opportunity.
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▶️ Head of Finance
🖊️ Thorek/Scott and Partners
📍 Markham