Financial Accountant - #446322

About Vesta Wealth Partners

Vesta Wealth Partners Ltd. is a Calgary-based firm offering a unique array of active, passive, factor-based, and alternative investment solutions. Our team is trusted for its integrity, discretion, and commitment to delivering exceptional service and results. As a growing organization, Vesta offers a professional, entrepreneurial environment where team members have the opportunity to contribute meaningfully and grow alongside the business.

We are seeking an intermediate-level Financial Accountant to join our growing finance team. This role plays a critical part in supporting the financial health and operational integrity of the firm and its related entities. The position is responsible for full-cycle accounting, tax coordination, and audit support across a multi-entity structure, enabling the business to meet regulatory requirements and make sound financial decisions.

This is a hybrid role with a requirement to work in our downtown Calgary office 3-4 days a week.  

Key Accountabilities

Month-End Close and Financial Reporting

• Manage client billing, general journal entries, reconciliations (intercompany, GST, cash), and FX processes
• Maintain monthly working papers including loan schedules, accruals, and prepaid amortization
• Prepare monthly and quarterly financial reports and perform variance analysis

Audit and Compliance

• Prepare quarterly ASC compliance reports
• Assist in preparing annual financial statements and supporting documentation
• Coordinate with auditors to respond to queries and ensure audit readiness

Tax Coordination

• Lead tax processes across entities, including tax estimates, schedules, instalment payments, and coordination with external tax advisors
• Support resolution of tax audits and ensure compliance across corporate, trust, partnership, and individual filings

Process and Systems Improvement

• Contribute to accounting system improvements or conversions
• Recommend and implement financial process enhancements to increase efficiency and control

Cross-Functional and Ad Hoc Support

• Partner with other teams to provide timely and accurate financial data
• Assist with ad hoc financial analysis and projects as required

What Success Looks Like

• Accurate and timely month-end close and reporting
• Audit-ready financial statements with minimal rework
• Strong, proactive relationships with auditors and tax advisors
• Ongoing identification and execution of process improvements
• Reliable and accessible financial data that supports decision-making

Qualifications

• CPA designation (required)
• 3+ years of progressive accounting experience, including at least one year post-designation
• Strong working knowledge of financial statement preparation and supporting documentation
• Experience with personal and/or corporate tax principles (asset)
• Proficiency in Microsoft Excel; experience with Sage Intacct or similar accounting software (preferred)

Personal Attributes

• High attention to detail and accuracy
• Strong analytical thinking and problem-solving skills
• Effective communication skills, both written and verbal
• Self-starter with the ability to work independently and within a small team
• Comfortable managing competing priorities in a fast-paced environment
• Adaptable and proactive in navigating change and continuous improvement

Why Join Us?

• If you’re looking for a role that offers autonomy, variety, and the opportunity to grow with a tight-knit finance team in a dynamic investment environment, we’d love to hear from you.