A well-established U.S. financial-services organization that provides equipment-leasing and financing programs supporting technology, communications, and imaging customers across North America is seeking an experienced finance and accounting professional who will initially serve as Controller and is expected to transition into the Chief Financial Officer role within 6–12 months as part of a defined succession plan.
The role requires both operational excellence in accounting and the ability to contribute strategically in areas such as funding, planning, risk management, and financial infrastructure development. The successful candidate will strengthen the company’s financial foundation, enhance processes and controls, and partner closely with executive management to guide sustainable, well-managed growth.
Responsibilities
Financial Accounting & Reporting
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Lead the preparation of monthly, quarterly, and annual financial statements in accordance with IFRS, ensuring accuracy, timeliness, and compliance with corporate and regulatory requirements.
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Oversee general ledger, accounts payable/receivable, fixed assets, and lease-accounting activities, maintaining reconciliations and documentation for all major accounts.
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Coordinate and manage annual financial audits; serve as primary liaison with external auditors.
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Maintain chart-of-accounts integrity and ensure consistent application of accounting policies across business lines.
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Manage preparation of financial statements for internal management, the Board, and external stakeholders.
Financial Planning, Analysis & Business Support
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Develop and maintain budgeting, forecasting, and variance-analysis models; partner with department heads to evaluate financial performance and identify improvement opportunities.
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Conduct scenario and sensitivity analyses to support the company’s growth strategy and risk-mitigation planning.
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Provide financial insight on lease-portfolio performance, yield, delinquency trends, and credit-loss reserves.
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Collaborate with the CEO and business leaders on pricing models, asset-management strategies, and new product or vendor programs.
Funding, Treasury & Cash Management
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Monitor and manage cash flow, liquidity, and funding requirements to support business growth.
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Work with the parent company and external lenders on credit facilities, borrowing bases, and interest-rate management.
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Prepare treasury forecasts, loan covenant reports, and capital-allocation recommendations.
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Maintain effective relationships with banks and financing partners.
Internal Controls, Compliance & Risk Management
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Strengthen and document internal controls in accordance with corporate and regulatory standards.
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Oversee SOX/J-SOX-equivalent procedures, segregation of duties, and risk-mitigation frameworks.
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Ensure adherence to company policies and applicable financial-services regulations.
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Support internal and external audits; implement corrective actions as needed.
Systems, Process & Data Integrity
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Manage and enhance financial systems including Microsoft Dynamics Business Central and Solver; ensure integration with operational platforms (lease/loan systems).
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Streamline accounting and reporting processes to improve efficiency and accuracy.
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Drive data integrity and automation initiatives to support real-time management reporting.
Leadership & Collaboration
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Supervise a small accounting team (two direct reports); provide training, mentoring, and performance guidance.
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Partner cross-functionally with Operations, Credit, Compliance, and IT to ensure end-to-end financial visibility.
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Communicate effectively with the parent company’s finance organization and local management.
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Upon promotion to CFO, participate in executive and Board-level discussions, shaping financial strategy, funding structure, and business planning.
Qualifications
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Bachelor’s degree in Accounting, Finance, or Business; MBA or equivalent a plus.
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Strong accounting foundation and IFRS reporting experience; CPA not required but valued.
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Minimum 10 years of progressive experience in accounting and finance, including at least 5 years in a leadership role.
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Background in equipment leasing, commercial finance, or asset-based lending strongly preferred.
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Hands-on approach suited to a lean, entrepreneurial environment.
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Proficiency in Microsoft Dynamics BC, Solver, and advanced Excel.
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Excellent communication and leadership skills; ability to work collaboratively with senior management and global stakeholders.
