Mission

Under the supervision of the VP, Wealth Management, the Administrative and Financial Controller is responsible for planning, organizing, and coordinating all accounting and financial activities of the Family Office. The role ensures the accuracy of financial statements, effective budget management, and the optimization of processes through the implementation of technological solutions that support the overall strategy. This position safeguards the integrity of financial data through strong internal controls and transparent communication of roles and responsibilities within the team.

Assigned Responsibilities

• Lead the preparation of monthly and/or quarterly financial statements, including consolidation.
• Oversee general and transactional accounting (accounts payable, accounts receivable, cash receipts).
• Ensure proactive cash management and monitoring of financial flows.
• Prepare, analyze, and review annual and periodic...