Position: Senior Manager, Accounting & Advisory (HNW Focus)
Duration: Permanent
Firm Type: Mid-market public accounting firm, business/family office focus
Location: Oakville, Ontario (Hybrid: 2 days in-office)
 
Specializations & Focus Areas

• High-net-worth client financial advisory
• Family office accounting and integrated wealth planning
• Estate planning and generational wealth (advisory focus, not tax compliance)
• Private client financial optimization
• Strategic accounting insights (cash flow management, investment tracking, budgeting, profitability analysis)
• Process improvement and technology implementation (ERP, BI tools, dashboards)

 
Key Responsibilities

• Client Relationship Management: Cultivate and manage 15–25 high-value client relationships, providing ongoing advisory support and strategic financial guidance.
• Financial Advisory & Optimization: Deliver customized advisory services including financial modeling, budgeting, forecasting, profitability analysis, and scenario planning to enhance client wealth and business performance.
• Accounting Services Oversight: Manage outsourced accounting functions (bookkeeping, payroll, management reporting) ensuring accuracy and efficiency without audit involvement.
• Wealth Integration: Collaborate with wealth planners and estate advisors to incorporate accounting insights into broader financial strategies.
• Process Improvement & Tools: Lead initiatives to streamline client financial processes using technology (ERP implementations, automated reporting, BI tools).
• Team Leadership & Mentorship: Guide and mentor junior advisory staff, encourage knowledge sharing on financial trends, and contribute to internal tool development.
• Business Development: Support firm growth by leveraging client networks, developing advisory proposals, and presenting on financial strategies.

 
Qualifications & Skills

• Education & Credentials: CPA designation (CA/CPA) required; CFP, CMA, or other advisory certifications are assets.
• Experience: 6–10 years in public accounting advisory or consulting; strong record of working with private clients/family offices.
• Technical Proficiency: Advanced Excel (functions, VBA), BI tools (Tableau, Power BI), CRM platforms, ERP systems; financial modeling software (Adaptive Insights, QuickBooks, Xero) preferred.
• Core Competencies: Analytical skills, storytelling to simplify complex financial data, interpersonal abilities, confidentiality, proactive client-focused approach.
• Personal Attributes: Empathetic, innovative, collaborative, adaptable, relationship-driven.

 
Working Conditions & Perks

• Flexible working hours
• Hybrid schedule: minimum 2 days in-office
• Collaborative culture with strong emphasis on client impact and professional growth
• Recognized as a Great Place to Work® and top employer for women
• Community involvement and social events

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 125.00/Yearly.