Job Profile: Senior Accountant - Contract
Nicola Wealth Management is a Vancouver-based financial planning and investment management firm
serving the needs of high net worth incorporated professionals and business owners. We have a passion for
providing clients with sophisticated planning and portfolio management expertise, along with outstanding
client service. We strive to continue being among the top performing wealth advisors and money managers in
the country – and we know our people help us deliver on that objective. NWM is a growing firm with a bright
future, and we look forward to working with individuals who share our passion.
At Nicola Wealth Management, we believe our most valuable asset is our people and demonstrate that in the
finer details, our interactions and shared success. Our people make this an exciting and rewarding place to
work bringing energy, experience and expertise. We welcome you to explore new possibilities and provide
opportunities to develop. Our uniqueness fosters a creative, entrepreneurial and collegial atmosphere that
attracts outstanding people.
Working at NWM:
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Competitive Compensation Package
Employee Assistance Program
Close to transit, bike-commuter facilities, centrally located to shopping and restaurants
Support wellness by providing healthy snacks
Flexible, respectful and thoughtful environment
Team and Position Overview:
This is an 8-month maternity leave contract.
Our firm has embarked on an exciting strategic growth plan. As we continue to meet our targets, the Finance
Department accepts the challenges and opportunities provided by a growing and successful firm in a dynamic
and demanding market place. Our solid team thrives in this environment and strives for excellence.
You will play a key role in the day to day operation of the firm. This provides an excellent opportunity to use
your creativity and ingenuity to improve systems, provide professional and insightful support to the Controller
and the CFO. If you see yourself as part of this exciting growth opportunity and are eager to use your
innovative and creative skills we want to talk to you about joining our team.
Job Responsibilities:
This role involves approximately 40% routine or repetitive tasks and 60% challenging and dynamic tasks.
 Tax Remittances; assess, prepare and submit relevant taxes
 Work with members of the year end audit team to facilitate accurate and timely audited Financial
Statements
 Provide back-up relief for Payroll & benefits administrator
 Calculate variable compensation for Affiliates and prepare statements for payment
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Reconcile bank and investment accounts to the GL every monthly and resolve issues in a timely
manner
Track Fixed Assets and prepare amortization schedules
Maintain accurate records of corporate investments and prepare mark-to-market adjustment
Manage Corporate Charitable Trust; Approve donations, prepare cheques
Assist with Budget Preparation
Prepare monthly financials reports for Management including: Comparative Income
Statements/Balance Sheet/Statement of Cash flows; prepare NWM Fund P and L, YTD Analysis Report,
Money Product Report and KPI’s
Additional accounting support as needed
Stay abreast of industry trends
Qualifications and Experience:
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10 – 15 years Accounting experience with at least 5 at a senior level
Full-Charge Book Keeper experience (financial statements and General ledger)
(CA, CGA, CMA or CPA) Designation
Familiar with AccPac Accounting software and/or an aptitude for learning new systems
Familiar with ASPE (Accounting Standards for Private Enterprises)
Project accounting experience or exposure considered an asset
Must be legally eligible to work in Canada for any employer
Soft Skills:
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Essential to be fluent in English both written and spoken
Professional with a sense of humor
Continuous learner as well as open to learning from others
Open to sharing ideas – idea generator
Entrepreneurial and accountable
Genuinely enjoy your work/professional
Analytical with the ability to identify patterns, resolve issues and discrepancies
Aptitude for detail
Systems thinker with a focus on process improvements
Able to provide solutions in a considerate, fun and professional environment
Ability to work autonomously and collaboratively in an entrepreneurial environment
Contacts:
Interacts effectively with all Teams
TO APPLY:
Application closing date is June 6, 2015
Include your cover letter and resume in your application with "Senior Accountant" in the subject line of your
email to careers@nicolawealth.com
Thank you for your interest in this position. Only candidates considered for an interview will be contacted.
More information about this and other roles at www.nicolawealth.com
Last Updated: Nov 2014