Senior Manager, Finance Advisory Services

Treewalk Consulting Inc.•Vancouver, BC

13d•Hybrid

About The Position

We are seeking a Senior Manager, Finance Advisory Services to take full ownership of complex, high-stakes client engagements — from ERP transitions and post-acquisition integrations to finance team restructurings and audit readiness programs. This is a senior individual contributor and team leadership role: you will serve as the primary client relationship owner, manage billable staff, and drive project delivery with minimal oversight. The ideal candidate brings deep finance expertise alongside structured project management discipline, and thrives in a fast-paced, client-facing consulting environment. You will lead and manage across a diverse portfolio of client engagements, including ERP Implementations & Transitions, Amalgamations & Acquisitions, Payroll Transitions, Finance Reorganizations, and Audit Readiness & Finance Clean-Up. Treewalk is a Vancouver-based advisory and accounting practice serving a diverse client base across technology, financial services, and other sectors. They are one of the fastest-growing accounting firms in Canada with big goals and an anti-firm culture, moving away from traditional top-down hierarchy toward a more autonomous, ownership-driven model of governance. Their ambition is to become the go-to destination for finance professionals who want to build deep expertise, do meaningful work, and grow fast. The company values Mastery, Support, Ownership, and Kaizen.

Requirements

7–10+ years of progressive finance experience, with at least 3 years in a client-facing or consulting capacity
Hands-on experience with one or more of the following: ERP implementations, M&A integrations or amalgamations, payroll transitions, finance team restructurings, or audit readiness engagements
Demonstrated ability to manage projects end-to-end: planning, resourcing, execution, and client reporting
Proven track record managing and developing junior staff in a billable environment
Exceptional communication skills — written and verbal — with executive-level presence
High degree of autonomy; comfortable owning client relationships with minimal escalation
Advanced proficiency in Excel and financial modeling
Experience with ERP systems (QBO, Sage, SAP, Oracle, NetSuite, or similar)
Familiarity with project management tools and methodologies (MS Project, Asana, Monday.com, or similar)
Experience preparing client-facing deliverables including board decks, financial reports, and project updates

Nice To Haves

Prior experience at a Big 4 firm (Deloitte, PwC, EY, KPMG) or equivalent management consulting environment considered a strong asset
CPA, CFA, or equivalent
Industry experience in technology companies or financial services considered a strong asset; experience across multiple sectors is a plus
Familiarity with billable hour environments and utilization-based performance metrics
An AI-first mindset — you actively use AI tools in your day-to-day work and are excited to help drive their adoption across engagements and internal workflows

Responsibilities

Serve as the senior point of contact for a portfolio of clients, managing expectations and communications independently
Build trusted advisor relationships with client stakeholders at the CFO, VP, and Director level
Lead client meetings, status updates, and executive presentations with confidence and clarity
Proactively identify risks and opportunities within engagements and communicate them effectively
Own end-to-end project timelines, workplans, and milestone tracking across concurrent engagements
Manage and coordinate billable staff to ensure on-time, on-budget delivery
Develop and maintain project status reports, dashboards, and deliverable trackers
Drive accountability across cross-functional teams, removing blockers and keeping work moving
Lead ERP implementations and system transitions end-to-end — defining scope, coordinating cross-functional workstreams, managing data migration and cutover planning, and ensuring finance teams are trained and operational on the new platform
Manage post-merger and amalgamation engagements, including assessing and transitioning incumbent finance teams, harmonizing charts of accounts, policies, and reporting structures, and maintaining continuity through the integration period
Oversee payroll transitions from scoping through go-live — coordinating between HR, finance, and payroll vendors, validating data integrity, and ensuring uninterrupted pay runs throughout the changeover
Conduct finance team assessments — evaluating current organizational structure, roles, and capabilities, and delivering clear recommendations for right-sizing, redesign, or process improvement
Lead audit readiness and finance clean-up engagements — remediating reconciliations, documenting processes, establishing internal controls, and bringing disorganized finance functions up to an auditable standard
Review and QA all work produced by junior and intermediate staff before client delivery, maintaining a high standard of accuracy and professionalism across all engagement outputs
Assess engagement requirements and resource files appropriately — matching the right staff level (junior, intermediate, senior) to each workstream based on complexity, budget, and client needs
Monitor team capacity and utilization across active engagements, proactively flagging resourcing gaps or conflicts
Provide direct coaching and mentorship to junior and intermediate staff, actively supporting their professional development and growth toward more senior responsibilities
Conduct regular check-ins, provide timely feedback, and ensure staff have clear direction and the support they need to deliver quality work
Contribute to internal knowledge-sharing, helping build team capability and a culture of continuous improvement
Actively leverage AI tools to improve the efficiency and quality of deliverables — from financial analysis and reporting to project documentation and client communications
Identify and implement process automation opportunities within client finance functions, reducing manual effort and improving accuracy and scalability
Help spearhead Treewalk’s internal systems and process improvement initiatives, bringing an AI-first mindset to how we work