OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.
We are looking for a full-time Finance Manager to join our small team in Toronto and help us build and scale the foundation of the company. As the Finance Manager, you will be working with the leadership team to manage all accounting, bookkeeping, budgeting, forecasting and reporting. You’ll be expected to wear many hats when working with the different parts of our organization, and as such, this is a role for natural problem solvers and team players.
What you’ll be doing:
- Manage financial and accounting operations, including owning FP&A, Treasury, Expenses, Tax, Audit, Reporting, Payroll etc.
- Work with our customers, partners and internal stakeholders to ensure timely and accurate payments, billing and invoicing
- Ensure timely internal and external reporting to management, investors, regulators, auditors, advisors and other relevant third parties
- Drive and support strategic finance decisions and analyses in collaboration with Sales, Marketing, Partnerships, Operations and Product and teams
Who/What we're looking for:
- CPA designation and bachelor’s degree in Accounting and/or Finance
- 5+ years of finance/accounting experience at a major accounting firm and SaaS corporate/startup
- Broad experience with accounting, financial management, strategic planning, and controlling of all financial activities
- Positive, can do attitude, team player and passionate about entrepreneurship
- Strong technical accounting skills; thorough knowledge of GAAP, ASPE and IFRS
- Strong understanding of SaaS business models, metrics, and financial dynamics
- Exemplary spreadsheet / financial modelling skills (Excel and Google Sheets)
- Proficiency in financial software and systems (ideally Xero and Mosaic)
What It’s Like To Work With Us:
- Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too!
- Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
- Flexibility: A flexible & hybrid working environment
- Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
- Equity: Employee Stock Option Purchase Plan
Sound like a good fit? Apply today!
Don’t meet every single requirement? We encourage you to apply anyways. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities.
If you require accommodations at any stage of the recruitment and selection process, please let us know; we’re happy to support you.
