Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- VP of Finance leading accounting, treasury, reporting, and finance transformation for Centricity Research’s US and Canadian clinical research network. Supporting acquisitions, refinancing, and scalable growth.
Responsibilities
- Lead and develop the Accounting Manager and finance team
- Oversee accounting operations, month-end and year-end close, consolidated financial reporting, general ledger integrity, and US GAAP compliance
- Ensure accurate, timely, and reliable financial reporting with strong internal controls and financial governance
- Lead treasury operations, cash management, banking relationships, payment controls, and liquidity management
- Oversee external audits, tax compliance, financial statement preparation, and relationships with auditors, banking partners, and external advisors
- Partner with the Senior Director of FP&A and executive leadership on accounting, reporting, budgeting, forecasting, and business planning
- Provide financial leadership to cross-functional leaders
- Prepare and present financial results, board materials, and reporting packages to executive leadership, the Board, and private equity sponsor
- Drive finance transformation through process improvement, workflow automation, AI, and emerging technologies
- Lead finance workstreams for acquisitions, including accounting due diligence and post-acquisition financial integration
- Manage finance activities related to debt refinancing, lender due diligence, financial reporting, covenant compliance, and banking coordination
- Build relationships with banking partners, lenders, auditors, and external advisors
- Ensure finance operations, systems, and controls scale with organizational growth and acquisitions
- Advise executive leadership on financial and operational matters
Requirements
- CPA designation required
- Bachelor's degree in Accounting, Finance, or a related field required
- 10+ years of progressive accounting and finance experience
- Leadership responsibility within a multi-entity or multi-site organization
- Experience leading accounting operations, financial reporting, treasury, audits, tax compliance, and internal controls
- Strong technical accounting expertise and deep understanding of US GAAP
- Experience leading and developing high-performing accounting teams through managers
- Experience supporting debt refinancing activities, lender reporting, banking relationships, or other corporate financing initiatives
- Experience with ERP systems such as NetSuite
- Experience implementing automation, AI, or other emerging technologies to improve finance operations and team productivity
- Experience supporting mergers and acquisitions, including due diligence and post-acquisition financial integration
- Experience in private equity-backed organizations, healthcare, clinical research, professional services, or other complex multi-site environments highly preferred
- Collaborative, strategic leadership style with ability to balance hands-on financial oversight with executive-level thinking and business partnership
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