Job Title

We are seeking a Senior Manager, Finance Advisory Services to take full ownership of complex, high-stakes client engagements from ERP transitions and postacquisition integrations to finance team restructurings and audit readiness programs. This is a senior individual contributor and team leadership role: you will serve as the primary client relationship owner, manage billable staff, and drive project delivery with minimal oversight. The ideal candidate brings deep finance expertise alongside structured project management discipline, and thrives in a fastpaced, clientfacing consulting environment. Types of Engagements ERP Implementations & Transitions Leading endtoend ERP implementations and system migrations, managing workstreams across finance, IT, and operations while keeping clients informed and timelines on track. Amalgamations & Acquisitions Supporting postmerger integrations and entity amalgamations, including transitioning incumbent finance teams, harmonizing processes, and ensuring continuity through the changeover period. Payroll Transitions Managing migrations between payroll platforms or providers, coordinating between HR, finance, and vendor teams to ensure accurate, uninterrupted pay runs throughout the transition. Finance Reorganizations Assessing existing finance team structures, identifying capability gaps and inefficiencies, and delivering actionable recommendations for organizational redesign and rightsizing. Audit Readiness & Finance CleanUp Remediating disorganized or noncompliant finance functions to prepare organizations for audit, including reconciliations, process documentation, and internal controls cleanup. What Youll Do Client Engagement & Relationship Management Serve as the senior point of contact for a portfolio of clients, managing expectations and communications independently. Build trusted advisor relationships with client stakeholders at the CFO, VP, and Director level. Lead client meetings, status updates, and executive presentations with confidence and clarity. Proactively identify risks and opportunities within engagements and communicate them effectively. Project & Delivery Management Own endtoend project timelines, workplans, and milestone tracking across concurrent engagements. Manage and coordinate billable staff to ensure ontime, onbudget delivery. Develop and maintain project status reports, dashboards, and deliverable trackers. Drive accountability across crossfunctional teams, removing blockers and keeping work moving. Finance Operations & Engagement Delivery Lead ERP implementations and system transitions endtoend defining scope, coordinating crossfunctional workstreams, managing data migration and cutover planning, and ensuring finance teams are trained and operational on the new platform. Manage postmerger and amalgamation engagements, including assessing and transitioning incumbent finance teams, harmonizing charts of accounts, policies, and reporting structures, and maintaining continuity through the integration period. Oversee payroll transitions from scoping through golive coordinating between HR, finance, and payroll vendors, validating data integrity, and ensuring uninterrupted pay runs throughout the changeover. Conduct finance team assessments evaluating current organizational structure, roles, and capabilities, and delivering clear recommendations for rightsizing, redesign, or process improvement. Lead audit readiness and finance cleanup engagements remediating reconciliations, documenting processes, establishing internal controls, and bringing disorganized finance functions up to an auditable standard. Review and QA all work produced by junior and intermediate staff before client delivery, maintaining a high standard of accuracy and professionalism across all engagement outputs. Team Resourcing, Management & Coaching Assess engagement requirements and resource files appropriately matching the right staff level (junior, intermediate, senior) to each workstream based on complexity, budget, and client needs. Monitor team capacity and utilization across active engagements, proactively flagging resourcing gaps or conflicts. Provide direct coaching and mentorship to junior and intermediate staff, actively supporting their professional development and growth toward more senior responsibilities. Conduct regular checkins, provide timely feedback, and ensure staff have clear direction and the support they need to deliver quality work. Contribute to internal knowledgesharing, helping build team capability and a culture of continuous improvement. Automation & AI Actively leverage AI tools to improve the efficiency and quality of deliverables from financial analysis and reporting to project documentation and client communications. Identify and implement process automation opportunities within client finance functions, reducing manual effort and improving accuracy and scalability. Help spearhead Treewalks internal systems and process improvement initiatives, bringing an AIfirst mindset to how we work. Required Qualifications 710+ years of progressive finance experience, with at least 3 years in a clientfacing or consulting capacity. Handson experience with one or more of the following: ERP implementations, M&A integrations or amalgamations, payroll transitions, finance team restructurings, or audit readiness engagements. Prior experience at a Big4 firm (Deloitte, PwC, EY, KPMG) or equivalent management consulting environment considered a strong asset. Demonstrated ability to manage projects endtoend: planning, resourcing, execution, and client reporting. Proven track record managing and developing junior staff in a billable environment. Exceptional communication skills written and verbal with executivelevel presence. High degree of autonomy; comfortable owning client relationships with minimal escalation. Technical Skills Advanced proficiency in Excel and financial modelling; experience with ERP systems (QBO, Sage, SAP, Oracle, NetSuite, or similar). Familiarity with project management tools and methodologies (MSProject, Asana, Monday.com, or similar). Experience preparing clientfacing deliverables including board decks, financial reports, and project updates. Preferred Qualifications CPA, CFA, or equivalent. Industry experience in technology companies or financial services considered a strong asset; experience across multiple sectors is a plus. Familiarity with billable hour environments and utilizationbased performance metrics. An AIfirst mindset you actively use AI tools in your daytoday work and are excited to help drive their adoption across engagements and internal workflows. Benefits We will cover your CPA annual dues, professional development courses, and continuing education with no clawback policy. If you decide to leave, we will never ask for that money back. This is a hybrid role based in Vancouver, BC. No significant office time is required you will manage your own schedule and work where you are most effective. Senior team members connect in person periodically, but daytoday flexibility is the norm. We trust you to manage your workload and meet your deadlines. Extended healthcare and maternity leave benefits from Day1 no waiting period. A role with real senior ownership and visibility from day one you will step into engagements that matter and have direct impact on client outcomes. We are tired of the 70hour busy seasons of public practice and we staff our files effectively so you dont have to be either. Overtime is a rarity, not a rite of passage. Annual Salary: $120,000 to $145,000 Location: Vancouver, BC (hybrid) #J-18808-Ljbffr