Chief Financial Officer

Job Description : CFO CANADA The Private Family Office serves the needs of an Alberta-based family with diverse interests. With both an asset and philanthropic profile in the community, the goal of the Office is to steward the short and long term needs of 3 generations of family members. POSITION SUMMARY Responsible for all financial aspects of the company. QUALIFICATIONS & SKILLS Education: · CA/CPA, finance-related undergraduate degree Professional Development · Desire to network and enhance relationships within the accounting and tax community. POSITION DUTIES AND RESPONSIBILITIES 1. Financial Statements · Review all monthly and annual financial statements for corporate entities, trusts, and individuals. · Oversee Accounting Firm’s review of the financial statements for Investment Holding Company, Property Management Company, US subsidiary and philanthropic endeavors. Includes scheduling, answering queries and approving the reviewed statements. 2. Tax Planning and Compliance · Reviewing tax implications of proposed transactions. ie. Foreign Accrual Property Income (FAPI) concerns for passive income earned in the USA. · Preparing monthly tax estimates for Investment Holding Company and estimating tax for other corporate entities and personal tax as needed. · Preparation and filing of all Canadian tax returns for all corporations, trusts and individuals. · Work with Accounting Firm to complete the US tax returns for US subsidiary. · Support Estate planning for Chairman and immediate family including tax estimates, donation planning, and providing an estimate of the fair market value of assets held by family members. 3. Administration · Liaise with group benefit manager as required and at a minimum for the annual review of rates charged by the carrier. · Provide support for the annual review of compensation · Review accounts payable and payroll cheques and discuss w/ Chairman through the cheque signing process · Supervisory and mentorship of Controller of the Corporation · Supporting General Office duties (records management, IT, phones) 4. Secretary for the Philanthropic Foundation · Review the monthly financial statements · Preparation of the agenda for the AGM and recording of the minutes · Determination of the disbursement quota · Preparation and filing of the Foundation’s annual return. 5. Investment Support · Monthly investment analysis focusing on percentage returns vs benchmarks · Review prospective investments for tax issues · Complete subscription forms · Review monthly update of stock prices for the portfolio investments · Detailed analytical work for proposed investments (private equity, investment managers, public and private equities) 6. Liaise with service providers as required · Accounting Firm · Private Banking · Property Tax Assessment Consultant · Parking Companies · Building Landlord · IT Consultant · Group Benefit Plan provider · Tax Consultant

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