Senior Manager, Finance Advisory Services

Treewalk

Senior Manager leading finance advisory services engagements and client relationships at a fast-growing Vancouver firm. Managing projects, coaching teams, and driving continuous improvements using AI tools.

Posted 4/20/2026full-timeVancouver • 🇨🇦 CanadaSenior💰 CA$120,000 - CA$145,000 per yearWebsite

Tech Stack

Tools & technologies

ERPOracle

About the role

Key responsibilities & impact

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
Own end-to-end project timelines, workplans, and milestone tracking across concurrent engagements
Manage and coordinate billable staff to ensure on-time, on-budget delivery
Develop and maintain project status reports, dashboards, and deliverable trackers
Drive accountability across cross-functional teams, removing blockers and keeping work moving
Lead ERP implementations and system transitions end-to-end — defining scope, coordinating cross-functional workstreams, managing data migration and cutover planning, and ensuring finance teams are trained and operational on the new platform
Manage post-merger 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 go-live — 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 right-sizing, redesign, or process improvement
Lead audit readiness and finance clean-up 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
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 check-ins, provide timely feedback, and ensure staff have clear direction and the support they need to deliver quality work
Contribute to internal knowledge-sharing, helping build team capability and a culture of continuous improvement
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 Treewalk’s internal systems and process improvement initiatives, bringing an AI-first mindset to how we work

Requirements

What you’ll need

7–10+ years of progressive finance experience, with at least 3 years in a client-facing or consulting capacity
Hands-on 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 Big 4 firm (Deloitte, PwC, EY, KPMG) or equivalent management consulting environment considered a strong asset
Demonstrated ability to manage projects end-to-end: 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 executive-level presence
High degree of autonomy; comfortable owning client relationships with minimal escalation.
Advanced proficiency in Excel and financial modeling; experience with ERP systems (QBO, Sage, SAP, Oracle, NetSuite, or similar)
Familiarity with project management tools and methodologies (MS Project, Asana, Monday.com, or similar)
Experience preparing client-facing deliverables including board decks, financial reports, and project updates.
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 utilization-based performance metrics
An AI-first mindset — you actively use AI tools in your day-to-day work and are excited to help drive their adoption across engagements and internal workflows.

Benefits

Comp & perks

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 day-to-day flexibility is the norm. We trust you to manage your workload and meet your deadlines.
Extended healthcare and maternity leave benefits from Day 1 — no waiting period.
One of the fastest-growing accounting firms in Canada, with big ambitions and an anti-firm culture — think tech startup, but accounting. We are actively moving away from traditional top-down hierarchy toward a more autonomous, ownership-driven model of organizational governance.
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 70-hour busy seasons of public practice — and we staff our files effectively so you don’t have to be either. Overtime is a rarity, not a rite of passage.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

ERP implementationsM&A integrationspayroll transitionsfinance team restructuringsaudit readinessfinancial modelingExceldata migrationprocess automationinternal controls

Soft Skills

communication skillsleadershipproject managementmentorshipproblem-solvingclient relationship managementteam collaborationautonomycoachingcontinuous improvement

Certifications

CPACFA