BloombergSen is a partner-owned investment firm that manages over $2 billion in assets for high-net-worth

individuals, families, foundations, and institutions. The company operates with a lean, high-performing team and

maintains a reputation for deep research and client focused service.

We are seeking a detail-oriented and proactive Senior Corporate Accountant to join our team in a growing

environment. This role is critical to the success of our organization and will be responsible for managing the day-

to-day accounting and financial reporting for the operating company and the private holding companies held by

the principals through a family office lens. The ideal candidate is highly organized, discrete, and experienced in

both corporate and personal finance matters.

RESPONSIBILITIES:

• Provide strategical insight on budget and cashflow management.
• Prepare monthly and quarterly financial reports and support the year-end audit process.
• Assist with budgeting, forecasting, and variance analysis.
• Coordinate with external auditors, tax advisors, and service providers.
• Ensure compliance with tax filings, corporate registries, and other regulatory requirements.
• Maintain full-cycle accounting, including accounts payable, receivable, general ledger, bank reconciliations and month-end close.
• Review annual holding company T2 returns prepared by external accountants and calculate corporate tax estimates for the year to remit to CRA.
• Monitor daily cash balances and forecast upcoming payments and savings. Initiate internal transactions upon receiving necessary approvals.
• Liaise with banks on day-to-day operational needs, including reviewing agreements, managing loans and overseeing shareholder fund transfers for designated purposes.
• Review bank reconciliations for the firm and various holding companies and family trusts.
• Perform month-end closing duties to close the books and submit filings, including EHT, HST, Corporate Income Tax submissions within the regulatory deadlines.
• Track and review expenses - maintain up-to-date payment schedules and reconcile payments against engagement letters or approved quotes.
• Support Compliance Group in adhering to BSI’s compliance program, including maintaining checklists, logs & recordkeeping, and various regulatory filings on a monthly, quarterly, and annual basis.
• Liaise with CRA for ad hoc audits and requests made and provide updates to the team.
• Assist in preparing monthly and year-end financial statements and reports for YE audits.
• Assist in preparing process documents, memos and summary reports and maintain these in an organized manner on internal company servers.
• Function as a back-up role to colleagues in the group, as needed.
• Assist with ad hoc projects on an as needs basis based on the demands of the firm.

SKILLS & QUALIFICATIONS:

• Bachelor’s degree in accounting from a reputable school required.
• CPA Designation required.
• 3–5 years of relevant accounting experience, preferably with exposure to investment firms, private companies or family offices.
• Corporate tax experience is strongly preferred for this role and considered an asset.
• Strong understanding of Canadian GAAP, tax and corporate compliance.
• Knowledge of SAGE accounting software preferred.
• Advanced proficiency in Microsoft Excel
• Open to learning new technology platforms to improve the reporting and payment systems.
• Excellent communication skills (English oral and written).
• Zero-tolerance attitude for accounting/money movement errors, working diligently to reduce risk of errors and to promptly resolve any that may arise.
• Positive attitude, eagerness to learn, and passionate for continuous improvement.
• Ability to multitask and work in a fast-paced, team-oriented environment.
• Strong analytical skills and problem-solving ability with excellent use of logic and critical thinking.
• Excellent organizational skills and ability to prioritize work and meet internal/external deadlines.
• Self-motivated and proactive in taking ownership in the quality and completion of their work.

BENEFITS:

• Competitive base salary commensurate with experience
• Annual discretionary bonus
• Competitive health insurance package including, but not limited, to paramedical, dental coverage, life/disability insurance, health spending account, and a fitness/wellness account.
• Opportunity to contribute meaningfully across diverse financial functions.

We are committed to creating an inclusive, accessible workplace in accordance with the Accessibility for Ontarians

with Disabilities Act (AODA). Accommodations are available upon request for candidates during all aspects of the

recruitment and selection process. If you require accommodation, please contact us at dane.dsouza@mnp.ca to

discuss your needs.

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