3 results for Portfolio Manager in Surrey, BC

Fintech Project Manager

Burnaby, BC
remote
Permanent
90000 - 100000 CAD / Yearly
In this FinTech Project Manager role, you will be managing the rollout and implementation of complex software solutions to financial services customers across Canada and the US. This company has staff based across Canada, and you’ll be able to work remotely from your home office. And you may occasionally visit their offices in either Vancouver or Toronto, or Canadian customers in other provinces, from time-to-time (e.g. a few times per year max). You will work with clients to manage the scope and timeline of their software implementation projects. This will involve meeting with external stakeholders to understand their needs, and then delivering solutions according to customer specifications. This is a full-time position, and includes a competitive base salary, paid vacation and extended health and dental benefits. One attractive factor of this role, is the opportunity to gain exposure to the banking and finance industry, in combination with an advanced software solution. You’ll also have the chance to collaborate with your colleagues in the software development team to manage software configurations and customizations. HOW TO APPLY A bit about myself - my name is Nathan Wawruck, and I am a recruitment consultant based in Vancouver, BC. I have over a decade of matching technology professionals to job opportunities, and I am always looking to connect with like-minded people in the Vancouver area. If you're interested in pursuing this role, please apply to this posting online, and contact me for an initial discussion. This is a chance for us to discuss specifics, such as the company name, the key hiring managers, and the more in-depth job requirements. This is also a great opportunity to talk about your overall career goals and preferences. We can even discuss other potential roles which may fit what you're looking for. Please find me on LinkedIn by searching my name: Nathan Wawruck
2026-07-21T00:00:00Z

Manager, Financial Systems and Projects

Vancouver, BC
onsite
Permanent
120000 - 160000 CAD / Yearly
A boutique, Vancouver-based private equity firm is seeking a Manager/Sr. Manager, Finance & Systems to join its growing team. This is an excellent opportunity for a designated accountant with a public practice foundation looking to transition into industry while gaining exposure to private equity and operational finance transformation. The OpportunityReporting to the CFO, working closely with the Managing Partners, and acting as a Business Partner to the operating businesses, you will take a lead role in a multi-year ERP (SAP Business One) implementation across the portfolio of operating companies, while also supporting financial reporting standardization and process improvement initiatives. This role combines project leadership, financial planning, technical accounting, and systems work, offering strong exposure to senior leadership and a variety of businesses. Key Responsibilities- Lead ERP implementation initiatives across multiple operating companies- Act as the key liaison between finance teams, external consultants, and leadership- Work with Finance Leads to assess current-state processes and design scalable, standardized solutions- Oversee data validation, testing, and system adoption- Build and enhance financial reporting, dashboards, and KPIs across entities- Support consolidated reporting and management reporting at the corporate level- Partner with finance teams on process improvements, reporting issues, and ad hoc projects- Participate in acquisition diligence as needed
2026-07-21T00:00:00Z

FP&A Manager

Vancouver, BC
onsite
Contract / Temporary
65 - 70 CAD / Hourly
We are looking for a career-motivated FP&A Manager to join a growing IT software organization in Vancouver, British Columbia on a Long-term Contract basis. This role will play a key part in financial planning, performance analysis, and executive reporting, while partnering closely with leaders across the business to translate data into clear recommendations. The successful candidate will bring strong modelling capability, a solid accounting foundation, and the ability to operate effectively in a fast-moving environment. Responsibilities:• Partner with business leaders to examine revenue performance, interpret general ledger activity, and turn financial results into clear, decision-ready insights.• Build and maintain forecasting models that compare projections against actual outcomes, using findings to strengthen assumptions and improve accuracy over time.• Contribute to medium- and long-range planning by preparing scenario analyses and financial outlooks covering three-year and five-year horizons.• Lead reforecasting activities across multiple business areas by working with department heads to update assumptions and align plans with current performance.• Prepare the monthly reporting package, including presentation materials for leadership, and coordinate input from cross-functional stakeholders to meet reporting deadlines.• Support cash flow forecasting and assemble lender-related financial information, ensuring covenant reporting remains accurate and up to date.• Assist with merger and acquisition analysis through valuation work, financial assessment, and decision-support modelling.• Contribute to automation initiatives and analytical tool implementation efforts, including work connected to NetSuite-based reporting and process improvements.
2026-07-22T00:00:00Z