Financial Coordinator

Job Summary

The Financial Coordinator role at Obsidian Advisory Group is a remote, full‑time position supporting the CFO and Administrative Manager with daily corporate finance operations across Canada.

Key Responsibilities

• Perform bank, ledger and account reconciliations to ensure accurate financial records.
• Prepare and distribute regular financial reports, variance analyses, and cash‑flow statements.
• Track and calculate commissions, bonuses and other incentive payments for staff and partners.
• Assist in the preparation of client deliverables, including investment summaries and performance reports.
• Coordinate administrative tasks such as invoice processing, expense reimbursements, and document filing.
• Liaise with internal teams and external vendors to resolve accounting discrepancies.
• Support month‑end and year‑end closing activities, ensuring deadlines are met.
• Maintain and improve financial procedures and internal controls.

Required Qualifications

• Associate degree or higher in Finance, Accounting, Business Administration, or related field.
• 2+ years of experience in financial coordination, accounting, or corporate finance support.
• Proficiency with accounting software (e.g., QuickBooks, Xero) and advanced Excel skills.
• Strong analytical mindset with attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to work independently in a remote environment and manage multiple priorities.

Preferred Skills

• Experience in financial advisory or wealth management firms.
• Knowledge of commission structures and performance‑based compensation.
• Familiarity with cloud‑based collaboration tools (e.g., Teams, Slack, Google Workspace).

Why Join Obsidian Advisory Group?

Obsidian Advisory Group offers a collaborative, client‑focused culture where you can grow your finance expertise while contributing to integrated financial strategies for high‑net‑worth individuals and families.

Frequently Asked Questions

Is this position fully remote?

Yes, the Financial Coordinator role is a remote, full‑time position based in Canada.

What experience is required for this job?

At least 2 years of experience in financial coordination, accounting, or corporate finance support, with strong Excel and accounting software skills.

Will I work directly with the CFO?

Yes, you will support the CFO and Administrative Manager in daily financial operations and reporting.