Director, Finance

at  Invest X

THE COMPANY

InvestX was launched in 2014 with a mission to bring transparency and trust to the private equity market. We are a leading cross-border pre-IPO investor offering access to private equity deals that, for many decades, were exclusive to a limited investing population. With over US$500 million in investments and 80+ portfolio companies, we work with leading North American registered security firms to offer accredited investors private equity investment opportunities in companies including Airbnb, SoFi, Spotify, DocuSign, Patreon, and many more. We have successfully launched multiple SPVs (Special Purpose Vehicles) and diversified funds and are currently investing in our 4th Fund.
InvestX is backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.

THE ROLE

Are you a strategic financial leader with a passion for driving growth and operational excellence? Do you thrive in a collaborative, high-energy environment? At InvestX, we are searching for a Director of Finance who will not only oversee the company’s financial operations but also play a key role in shaping our strategic direction.
Location: Vancouver, BC (hybrid – 3 days in office)

KEY RESPONSIBILITIES:

• Strategic Financial Leadership: Partner with the executive team to develop and execute the financial strategy that supports InvestX’s rapid growth and innovation.
• Financial Planning & Analysis: Lead financial forecasting, budgeting, and analysis to inform key business decisions. Provide insights that drive growth and improve profitability.
• Financial Reporting: Ensure accurate and timely financial reporting, while overseeing audits, and regulatory compliance reporting. Also oversee all fund accounting work done by external administrators. Review all capital calls, distributions, management fee calcs, and carried interest allocations.
• Operational Efficiency: Identify opportunities for process improvements and automation within finance operations, reducing inefficiencies and scaling our operations smoothly.
• Team Leadership: Lead a high-performing finance team. Foster a culture of accountability, innovation, and continuous learning. Serve as a key point of contact for external auditors, banks and lenders.
• Investor Relations: Collaborate with Investor Relations to provide financial insights, metrics and updates to key stakeholders, including investors, analysts, and board members.
• Taxation: Act as the key point of contact for external firms in the preparation of fund level tax slips (T5013s and K-1s) as well as corporate level filings (T2s and GST/HST). Oversee tax planning.
• Risk Management: Develop and manage strategies for risk mitigation, ensuring financial health and sustainability. Manage insurance renewal process.
• Cross-Functional Collaboration: Work closely with all departments to align financial goals with broader business objectives, ensuring seamless execution across the organization.