Accounting & Finance
Downtown Vancouver, British Columbia, Canada
Posted on May 31, 2023

Fantastic opportunity with a very successful group of companies in the private equity, venture capital, real estate acquisition, investment advisory and fund management sectors.  This is a great role for a well-rounded accounting professional who enjoys variety.  We are looking for a seasoned Controller who wants to do good work for good people, and to develop their career with a stable, successful, and reputable organization.  Open to CPAs working in industry and to Managers/Senior Managers working at multi-national public practice firms with relevant client portfolios.

Who- the Company:
Our client is a very reputable firm with various entities, multiple business lines, and operations in Canada and the US. The company is very well-diversified and operates under various well-known brand names. The firm is led by impressive and down-to-earth leaders. Swim Recruiting can provide more insight into the people of this firm, as well as the culture.

What- the Role:
Our client is hiring for a new Controller who will take on a variety of tasks. Reporting into the VP of Finance and directly managing the Assistant Controller and several designated Accountants. There is certainly opportunity for career development over the years and the leadership team is looking for a Controller who can steadily grow with the organization.


  • Full-cycle accounting, including reviewing working papers and financial statements.

  • Providing direct management, mentorship, and training of the accounting team. 

  • Valuation of fund portfolios.

  • Liaising with external auditors.

  • Reviewing and finalizing quarterly accounts statements for investors.

  • Ad hoc and scheduled financial analysis and financial modeling for leadership team, investors, and potential investors (including preparing a 5-year forecast for trustee meetings) 

  • Preparing and reviewing materials for quarterly capital calls

  • Overseeing cashflow and accounts payable (hands-on AP processing conducted by accountants)

  • Reviewing weekly cash summaries

  • Reviewing the operating budget for the G&A team.

  • Working with external tax consultants at CPA firms on tax compliance and tax planning (Canadian and US, including T-forms and K-1s.)

  • Review of legal documents and contracts related to deals

This is a great role for someone who wants to progress in their career within accounting & finance in the exciting investment, private equity, and real estate acquisition business. There are great business leaders to learn from at this firm!

Who- the Candidate:
Qualified candidates will be self-motivated and driven, with the ability to learn quickly and the willingness to seek out process improvements. The Controller will be preparing memos, reports, documents, and financial analyses for the CFO and other senior leaders, so ability to clearly convey accounting and financial information is important. 

  • Qualified candidates will have 8+ years progressive experience in accounting and finance.

  • CPA designation (or International equivalent)

  • Training in a multi-national public practice accounting firm is preferred, preferably with a relevant client portfolio in financial services.

    • Candidates directly from a multi-national public practice at Senior Manager or perhaps Manager level will be considered.

  • Leadership and mentorship skills, including experience managing a team of 3+ direct reports. 

  • Experience working in a similar role within a venture capital, private equity, financial services, investor relations, wealth management, or real estate investment trust firm.

  • Experience with Canadian and/or US tax compliance and tax planning is preferred, but not required.

  • Experience working in a similar role involving fund accounting and trust accounting, including communication with investors is highly preferred.

  • Detail-oriented, organized, professional, and efficient.

  • Excellent communication skills (written and spoken), with ability to prepare polished business documents and materials.

  • Systems savvy, particularly within Microsoft Office Suite (Excel, Word, Teams, etc.). Ability to learn new technologies and software (for example, an investor database). Experience with a financial system implementation, upgrade, or conversion project is a desirable qualification

Downtown Vancouver, in the heart of the financial district.

How Much:
Very competitive base salary commensurate with level and relevance of previous work experience and skills. Plus, performance-based bonus, PD support, paid time off, etc. Please discuss further with Swim Recruiting.

When & How to Apply:
Swim Recruiting will be screening and shortlisting on behalf of our client and presenting suitable candidates directly to the hiring CFO for review. If you are interested in this great Controllership opportunity with a successful and stable Canadian firm, please do not hesitate to apply. If you already have a Recruiter at SWIM, please reach out soon. If you do not yet have a contact at Swim Recruiting, please hit 'APPLY NOW' and send us your resume (preferably in MS Word format as it works best with our internal systems). Thank you