Are you a dynamic and strategic real estate finance leader? Ready to elevate your career in one of Canada’s most picturesque cities?

Our client, a successful and sizeable privately-owned real estate investment and development company based in Kelowna, B.C., is looking for a talented and collaborative Director, Corporate Finance (C-Suite/CFO level) to join their executive team.

COMPANY | You will play a vital role for a company that prides itself on generating legacy and building industry depth. They own and manage high-value assets and a diverse real estate portfolio that spans land holdings and industrial, office, retail, multifamily, and hospitality properties across Canada and the USA. Their deep expertise in development, construction and asset, leasing, property and hospitality management has fueled their continued growth and success.

POSITION | In this position you will work very closely with the President/Owner and report to the Managing Director, integrating with other company leaders. You will manage all financial activities for this high value group of companies, including financing, property acquisitions, developments, and asset management. Additionally, you will be responsible for managing non-business financial affairs, including overseeing tax strategies, trusts, and other wealth management activities, as directed by the owner.

This role offers you a unique career opportunity that involves overseeing treasury functions, supporting development and deal structures, and leading a high-performing finance and accounting team. Ideally, you bring strong industry connections in the equity and debt markets, a proven track record in securing financing for complex transactions and ranging assets, including an exposure to acquisition, joint ventures, stakeholder investment and dispositions.

YOUR TALENT | You will serve as a key representative of the company, both internally and externally, enhancing the organization’s reputation through your strategic business acumen and contributions to their continued transformation and profitability. You possess excellent analytical, high level emotional intelligence, communication, and negotiation skills, having been regaled by peers and industry partners for your strategic mindset for driving inventive financial solutions while being equally talented in people leadership. Passionate about real estate and desiring a strong alignment with values of innovation, integrity, and excellence, you are ready to make a significant impact in a role that offers both challenge and reward. Your pedigree and exposure in the real estate market, perhaps in a similar role, has aided in your ability ask the right questions, measure risk and make the hard decisions. It’s also honed your competencies as it relates to situational awareness and strategic perceptivity – basically you have grit, can read the room and have developed tough skin. Near future opportunity for career progression and growth await the right candidate.

REQUIREMENTS | In recognition of your 10+ years of leadership experience in real estate finance, encompassing public, private, investment, development, and/or institutional sectors, as well as your professional designations (CMA, CPA, CFA, MBA) and the competencies outlined above, our client will offer a comprehensive and competitive compensation package. The compensation package also includes a performance bonus, comprehensive benefits upon commencement, covered parking, vehicle allowance, and other additional perks. If needed, interim housing and relocation assistance will be provided to ensure a seamless transition to Kelowna.

INTERESTED? | Experience the beauty of Kelowna with its stunning landscapes, outdoor activities, and welcoming community. If you are eager to contribute to the continued success of this company and thrive in a fast-paced, growth-oriented environment, we encourage you to apply. Please feel to confidentially reach out for an exploratory phone call or you can send your resume and executive summary to Cindy Nicholls Smith, Principal, CPC, MHCS, CCP at cindy@avidexec.com. All information shared is kept in the strictest of confidence, in keeping with applicable laws and standards.

Pre-employment requirements include a Security Clearance, Credit Check and References. Please note that this is an on-site role.

Only those candidates who possess the backgrounds, requirements and the ability to work in Canada will be reviewed and contacted. AVID EXEC thanks all those who respond and will keep your information for future consideration.

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Are you looking to elevate your accounting career? Perhaps you’ve always had the dream of living in beautiful Kelowna, BC (relocation assistance and interim housing provided)?

My client, a highly successful and privately owned commercial and multifamily real estate developer is in search of a talented CONTROLLER (Kelowna, BC) who wants grow their career in a dynamic, transformational and collaborative environment. Ideally boasting experience in real estate, property management and/or construction, you will be responsible for leading the financial reporting and analysis of a sizeable portfolio of commercial and multi-family properties and development projects. Collaborating with construction and property management executives and their teams, you will enhance and optimize reporting, processes and controls that support timely operational decision making. Your proven track record for strategically leveraging technology and systems, while leading a small team and partnering with company leadership, will add to your success in this role.

The Company |  This entrepreneurial company has a long standing history and strong reputation for being savvy and timely in the Kelowna market, bolstered by an owner and executive who possess intuitive and practiced skill sets that have added to the company’s long term success. They continue to evolve and grow, developing and managing their own assets beyond that of attracting new stakeholders to their other diversified related real estate opportunities. They have been equally successful in building a diverse and engaged team culture.

Your Talent | Adding to your strong technical accounting experience is your propensity to act as strong right hand person and collaborator with company leaders.  You approach your work from a transactional and strategic mindset.  Your strong understanding of accounting principles and reporting has been valuable in your managing end-to-end full-cycle accounting functions. You welcome an opportunity where you can ensure that all financial and related administrative efforts are conducted in an efficient, timely, and accurate manner, enhancing controls and systems, as required, to manage risk and meet budget and compliance objectives.

Who You Are | You are an emotionally intelligent professional who appreciates building mutual trust with those you work with, especially with the senior leadership team. Your self-awareness and confidence in your talent has aided you in your ability to communicate and connect with people. As such, you have been regaled for your cooperative approach and wide ranging accounting savvy.

Possessing attuned risk management skills, you have no problem seeking out and introducing recommendations that address economic changes, budget variances or lagging processes. As a critical thinker, you are naturally curious and will ask questions while demonstrating a high level of resourcefulness.  Process, accuracy and creating positive work flow are behaviours that have allowed you to produce favourable outcomes.

As a leader, you work from a place of accountability and structure, you like an integrated and respectful work environment that practices work-life balance and family flexibility.    Being supported to grow you and your team’s competencies is must, demonstrating that you are with a company who believes in investing in its people. You actively provide mentoring and coaching, creating a confident, competent and responsive team. You enjoy a fulfilling life outside of work, recharging and gathering great stories for those lively Monday morning conversations.

Interested? | Reporting to a well-regarded and highly knowledgeable Managing Director, this position offers a very competitive six-figure compensation package, including benefits upon commencement, parking, licenses/fees coverage and education support. Beyond the aforementioned, several other unique perks are offered, including front of the line rental and rate discounts, business discounts and relocation assistance/interim housing access (if required).   To that end and if required, this company has a strong track record of successfully relocating professionals to Kelowna.

Possessing a CPA designation (great but not required)  with a supplementary post-secondary education, exposure to YARDI property accounting software (or similar) and experience in a similar role where you have led operational project related accounting functions, ideally in the Real Estate (property, asset) and/or construction/development field, will set you up for success. Pre-employment requirements include a Security Clearance, Credit Check, References. Please note that this is an in-office role.

If you have a desire to feel valued, put your own stamp on things and contribute to a successful business, please contact or send your resume in confidence to Cindy Nicholls Smith, Principal, at cindy@avidexec.com.  All information shared is kept in the strictest of confidence, in keeping with applicable laws and standards.

Due to the high volume of candidates responding to this job, only those candidates who possess the backgrounds and requirements will be contacted. AVID EXEC thanks all who respond and will keep your information for future search consideration. Interested candidates must possess the ability to legally work in Canada.

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