WHO WE ARE

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

KNOWLEDGE AND EXPERIENCE

• Minimum of 3-5 years of experience in a full cycle accounting role
• Completion of a post-secondary accounting program and CPA designation
• Related experience in the investment industry and CIRO regulatory reporting is an asset
• Knowledge of anti-money laundering procedures is an asset
• Strong client service orientation, with excellent verbal and written communication skills
• Superior data entry skills with the ability to process high volumes of data efficiently and with accuracy
• Knowledge of financial accounting reconciliation processes
• Strong organizational skills with the ability to manage and prioritize a complex and time-sensitive workload
• Self-motivated and results driven, willingness to learn new tasks and take responsibility for assignments
• Ability to work independently, along with flexibility and willingness to assist others
• Strong knowledge of IFRS and CIRO guidelines
• Confident decision maker with an eye for detail and expert analytical problem-solving capability
• Advanced Microsoft 365 (Excel, Word, Access, PowerPoint and Outlook) and accounting software
• Proficiency with Dataphile and Sage 300 Accpac is an asset
• Completion of Canadian Securities Course or other investment related courses is an asset

WHAT YOU’LL DO

This role reports to our Manager, Finance and Accounting and works closely with our Finance and Accounting team to handle treasury and general accounting activities for the firm, as well as assists with finance-related projects.
The ideal candidate is an effective communicator with strong attention to detail and the ability to work in a high-volume, deadline-oriented environment. They are committed to providing exemplary client service and bring positive energy whether working independently or problem solving with team members.

RESPONSIBILITIES

• Contribute to the monthly reconciliation process for the firm’s trading activities
• Respond to requests from our advisory and client services teams
• Gather, analyze and interpret financial data
• Analyze department level processes, identify areas for improvement, recommend and implement procedures to streamline workflow
• Write and maintain policy and procedures manuals
• Support the financial reporting team by maintaining asset schedules, working papers and contributing to the external audit process
• Provide leadership and guidance to junior members of the department
• Create financial statements and reports for management review
• Prepare weekly and monthly regulatory filing reports
• Conduct advanced analysis and understand the drivers and issues impacting financial performance
• Participate in key project initiatives
• Ensure department timelines are met