Senior Manager, Financial Reporting and Advisory - Technology

Treewalk Consulting

2d

About The Position

Treewalk is hiring a Senior Manager to own end-to-end financial reporting and disclosure for a portfolio of high-growth technology clients, including fintech, software, quantum computing, and SaaS reporting issuers. The role combines public-company reporting, technical accounting, forecasting and advisory work. Depending on the engagement, the Senior Manager may act as a fractional CFO guiding strategy or as the technical accounting expert. The position also includes ownership and growth of Treewalk’s Technology service line and development of its people.

The Senior Manager will prepare quarterly and annual financial statements and MD&A, address complex accounting and capital-structure matters, build consolidation and foreign-currency translation models, and provide financial analysis, budgets, and forecasts. The role also supports period-end close and bookkeeping projects, coordinates year-end audits, and monitors regulatory developments and continuous-disclosure filings on SEDAR+ and EDGAR.

Treewalk describes its work environment as offering schedule autonomy and remote flexibility. It says overtime is intended to be a rare exception rather than a routine expectation. The annual salary is $125,000.

Requirements

• CPA designation.
• Significant public-company audit and/or financial-reporting experience serving or working within early-stage or scaling technology reporting issuers listed in Canada and/or the United States.
• Hands-on technical accounting experience in technology, including SaaS and multiple-element revenue recognition, capitalized software development costs, and impairment models.
• Strong analytical and problem-solving skills.

Responsibilities

• Draft and polish quarterly and annual financial statements and MD&A for technology clients.
• Address technical accounting matters, including research and development expenses, revenue recognition, intangible assets, and impairment, and prepare supporting technical memos and disclosures.
• Analyze complex capital structures involving warrants, convertible instruments, derivative liabilities, unit offerings, debt/equity splits, and stock-based compensation.
• Build consolidation and foreign-currency translation models for multi-entity groups.
• Prepare balance-sheet and P&L analyses and identify trends and red-flag variances.
• Produce monthly variance reports against forecasts and annual plans, and provide recommendations concerning matters such as cash runway and financing timing.
• Guide annual budgets and rolling forecasts, aligning stakeholders around business targets.
• Perform special-project bookkeeping or period-end close entries when clients need fractional-controller support.
• Design year-end audit plans, prepare audit support, and coordinate discussions with external auditors.
• Monitor regulatory changes, draft timely filings, and ensure continuous-disclosure filings are completed on SEDAR+ or EDGAR.
• Take ownership of and scale the Technology service line.
• Develop and support colleagues in the service line.

Benefits

• Treewalk pays 100% of CPA modules, annual dues, and professional-development courses selected by the employee, with no repayment clawback if the employee leaves.
• Schedule autonomy and remote flexibility.
• Extended health, dental, vision, and parental-leave benefits beginning on the first day of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed