Finance Manager, Technology - #438004

Keyspire is a forward-thinking company dedicated to inspire and support the next generation of real estate investors. With a strong commitment to community, collaboration and education, Keyspire empowers individuals to achieve lifestyle freedom through strategic real estate investments. Their team is passionate about providing first-class service and unique tools to their members, helping them navigate the complexities of real estate with confidence and success. As a leader in the industry, Keyspire prides themselves on their authenticity, capability, and unwavering commitment to ensure their members future is bigger than their past. Join us in their mission to put people in control of their future through real estate investor coaching and be a part of a dynamic team that values teamwork, innovation and results.

The Finance and Technology Manager thrives at the intersection of finance, technology, and risk management, providing strategic oversight to drive efficiency, growth, and compliance. Reporting directly to the President, they will lead our financial operations, internal technology infrastructure, and legal/risk management functions. This seat is pivotal in driving financial strategy, optimizing internal systems, and ensuring compliance with legal and regulatory requirements. Reporting directly to the CEO, this leader will manage both the finance team and the technology team, ensuring seamless integration between financial data, operational technology, and company-wide decision-making.

Your Day to Day

• Financial Management, Data & Reporting (50%):
• Financial Operations & Reporting:
• Oversee day-to-day accounting activities including accounts payable, accounts receivable, cash disbursements/receipts, cash flow management and account reconciliations.
• Leadership, Management and Accountability for the finance team and external providers, ensuring efficient teamwork, delegation and results
• Ensure accurate and timely preparation of financial statements (balance sheets, income statements, cash flow reports) in accordance with GAAP.
• Conduct internal tests and audits on the financial system to boost operational efficiency, strengthen internal controls, and deliver more accurate and timely information, expense management, and policy compliance.
• Ensure data integrity and accuracy across all financial and technology systems.
• Maintain secure and organized data storage practices, ensuring compliance with legal and regulatory requirements.
• Review, analyze, and interpret complex accounting transactions to ensure compliance with accounting standards.
• Plan and complete the annual review engagement with external accountants.
• Develop, implement, and maintain financial controls, processes, and policies.
• Ensure compliance with government reporting and filing requirements.
• Manage the Company expense process, including adherence to process and budget.
• Collaborate across departments to ensure financial policies are understood and adhered to.
• Financial Planning and Analysis:
• Design and execute the business financial strategy
• Prepare and maintain the annual financial plan; develop and improve budgeting and financial reporting systems.
• Conduct financial analysis and forecasting of company metrics, providing meaningful information for decision-making.
• Maintain and interpret business data to provide accurate and timely reporting of company financial information, KPI’s and success measurables.
• Design models and develop tools to assist managers with budgeting, reporting, costing, product profitability models, forecasting, and other analysis.
• Support other management and other corporate departments with required financial analysis, budgeting and forecasting.
• Evaluate acquisition and/or divestiture proposals and provide advice to the CEO
• Technology Infrastructure Management: (40%)
• Establish and execute the company's technology vision and strategy, ensuring alignment and evolution with business goals.
• Oversee all internal technology systems, ensuring they are efficient, optimized, secure, and scalable.
• Manage the company’s CRM (HubSpot) and optimize its integration with other business processes.
• Lead the administration and strategic use of Microsoft 365 ecosystem, ensuring collaboration and security.
• Oversee all SaaS applications and system integrations, ensuring seamless operations.
• Identify opportunities for process automation and data-driven decision-making.
• Manage IT personnel and providers, ensuring best practices in cybersecurity, data management, and tech support.
• Evaluate and implement new technology solutions to improve operational efficiency.
• Compliance & Risk Management (10%):
• Oversee day-to-day compliance and risk activities
• Provide compliance and risk guidance and support to the President and the CEO on strategy and regulatory aspects.
• Managing legal workflow with external consultants.
• Maintain secure and organized data storage practices, ensuring compliance with legal and regulatory requirements.
• Implement best practices for data governance, ensuring information is easily accessible yet protected from unauthorized access.
• Ensure compliance with financial regulations, data protection laws, and government policies.
• Oversee risk management strategies, anticipating & mitigating potential legal and financial risks.
• Work with legal advisors on contracts, agreements, and regulatory matters.
• Establish internal policies to ensure adherence to compliance and corporate governance standards
  
  

What You Bring

• Operating with a high level of attention to detail in all areas of the role
• Possess a “do what it takes to get it done” attitude
• Highly organized individual and self-starter
• Great time management skills with the ability to self-manage
• Excellent communication skills
• Process oriented
• Open and eager to learn new technology and new ways of doing things
• Confident using technology
• Open minded to new ideas & able to accept feedback in a positive manner
• Open to travel and some weekend work for large event support.
  
  

Requirements

• A Bachelor's degree in Finance, Accounting, Business Administration, or a related field is required
• Professional certifications such as CPA (Certified Public Accountant), CMA (Certified Management Accountant), or CFA (Chartered Financial Analyst) are highly desirable.
• A minimum of 10 years of progressive experience in finance, accounting, or a related field.
• At least 5 years of experience in a ‘financial leadership role,
• Strong knowledge of GAAP (Generally Accepted Accounting Principles) and financial reporting standards.
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
• Strong leadership and team management skills, with the ability to motivate and develop team members.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with all levels of the organization.
• Proficiency in financial software and CRM systems. Experience using HubSpot and SharePoint is considered an asset.
• Experience working with EOS is an asset.
  
  

What's In It For You

• A flexible and competitive benefits plan
• A unique and award-winning employee experience program
• An employee management program that puts you in control and avoids the dreaded micromanaging
• Manager coaching and feedback to help you excel in your role and grow professionally
• Access to our world-class training programs, events, publications, and videos
• Insightful personal assessments to help you identify and unlock your financial potential
• Casual dress attire on non-event days
• Flexible work environment including regular work-from-home days
• Flexible work hours and schedule on non-event days
• Fun corporate team events and community support days
• A supportive work environment where you can be your best every day
• We care about the health, safety and the mental well-being of our employees
  
  

It's important to understand why being part of this team will create a happy and fulfilling career for you and allow you to contribute to a bigger cause that will leave the world a better place.

Our Three Pillars Of Team Members' Personal Fulfilment

• Exceptional Members: As a Keyspire team member, you'll play a key role in dramatically improving people’s lives. Our clients, through their involvement in Keyspire Programs, achieve remarkable things in their lives and businesses, creating stability and control for themselves and future generations.
• Extraordinary Culture: We pride ourselves on cultivating an extraordinary culture that teaches Lifestyle Freedom through real estate investing. We support our team members in their learning, growth, and real estate investing success as we innovate and grow as a unique company.
• Community Contribution and Support: We allocate a portion of our success to important community initiatives, such as providing meals for children, tackling affordable housing issues, supporting mental health, reducing our carbon footprint, and funding critical hospital equipment. Keyspire cares about its impact on the world around us.
  
  

We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please forward your resume to [email protected]