Associate Vice President, Finance

Hybrid / Toronto, ON
Finance & Accounting

Our Client

 

Founded in 2014, Instar has approximately US$3 billion in equity under management across a diversified, growing portfolio in the United States and Canada, spanning mobility, energy transition, connectivity and agricultural infrastructure businesses delivering essential services and value to communities, partners, and investors. Instar’s base of institutional investors and co-investors is global in scope, including public and corporate pension plans, insurance companies, endowment funds, and funds of funds in Canada, the United States, Europe, the United Kingdom, Middle East, and Asia. Instar recently launched the Instar Essential Infrastructure Fund III, which will set the stage for its next phase of transformational growth.

Position Overview

Instar is recruiting for a highly motivated CPA to assist the Chief Financial Officer in identifying, planning and implementing key process improvements to enhance data management and efficiency as the company continues to scale. This is an attractive opportunity for an individual seeking a more diverse role where you can assist with financial reporting, management reporting, corporate tax and continuous process improvement. You will be given the opportunity to continually challenge yourself within a growth company, developing and owning the reporting for all of Instar’s funds and corporate entities, including new fund products.

The ideal candidate will have demonstrated a commitment to excellence and the ability to prioritize multiple workflows effectively with strong accounting and analytical skills, respect for deadlines, and high detail orientation. The Associate Vice President, Finance will manage and coach a team well, be keen to learn and thrive in an entrepreneurial environment.

Role Responsibilities

  • Leading the team through the development of the Instar Finance Playbook.
  • Spearhead process improvement initiatives, including automation, accounting system assessment, and new technology implementations.
  • Review of the quarterly financial statements, investor reports and analysis of financial information prepared by internal team and external resources.
  • Liaise with the third-party firms to manage the annual tax and audit processes by responding to inquiries and reviewing supporting working papers.
  • Prepare quarterly cash budgeting exercise and plan for capital call notices and distribution notices on behalf of the Funds and its co-investors.
  • Identify opportunities for process efficiencies and improvements and coaching the junior team through the implementation of the strategy.
  • Work with the third-party firms to manage the annual tax and audit processes by responding to inquiries, and preparing supporting working papers.
  • Prepare capital call notices and distribution notices on behalf of the Funds and its co-investors.
  • Assistance with ad-hoc projects, as required.

Desired Qualifications

  • CPA with at least five years of overall work experience within financial services (i.e. PE, Pension, financial institutions, asset management, investment funds), with a minimum of two busy seasons at a Big 4 firm.
  • Ability to work in a dynamic, fast-paced environment, adapt quickly, and manage changing priorities.
  • Demonstrated the curiosity to identify issues and develop recommendations.
  • Team-oriented and desire to work within a growing organization.
  • Has a keen interest in building scalable processes, utilizing their advanced Excel skills.
  • Excellent verbal and written communication skills.
  • Asset management experience and IFRS experience is an asset.

We appreciate your interest in this role.

In sharing your resume, you place your trust in us to treat you with integrity and respect and act in your best interests. All resumes will be held in the strictest of confidence.

Those who most closely meet our client’s requirements will be contacted for an interview.

Please pass this opportunity forward. We welcome all referrals should someone in your network benefit from this opportunity.

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Katie Watt

Research and Operations Specialist

Katie enjoys being part of the Research and Operations division at Thorek/Scott and Partners. Katie utilizes her skills in research, project and data management to support the recruiting efforts of the Thorek/Scott and Partners team. She enjoys working in the positive team atmosphere that Thorek/Scott and Partners offers.

After completing her Master’s in Geography at the University of Toronto, Katie worked in consulting in the environmental non-profit sector where she conducted policy analysis and delivered workshops on sustainable development. Katie continues to pursue her passions of environmental protection by volunteering with local environmental non-profit organizations.

Lisa is thrilled to be a part of the team at Thorek/Scott and Partners. Lisa’s deep background in financial services, relationship building, and customer service coupled with her background in operations and support has been instrumental to the firm’s Research and Operations division. Prior to joining Thorek/Scott and Partners, Lisa worked for over 10 years in a large Canadian Bank in front facing, client operational roles. Having worked for large organizations in the past, she is delighted to be part of a close-knit group and enjoys the upbeat office and friendly environment at Thorek/Scott and Partners.

In her free time, Lisa enjoys reading, crafting and spending time with family and friends.

Derek Young is a former finance professional turned recruitment consultant. He connects top-tier talent with prestigious organizations seeking exceptional leaders. His expertise lies in the recruitment of high-caliber risk and compliance professionals for investment management, real estate, and financial services firms across North America.

Derek joined Thorek/Scott and Partners after a successful tenure with one of the largest globally recognized recruitment firms, where he specialized in consulting legal and compliance professionals across financial & professional services. He is passionate about helping people fulfil their long-term career aspirations. Derek’s personable approach and knowledge of the financial landscape allows him to develop strong relationships with both candidates and clients.

After completing his B.Com from the University of Toronto’s Finance program, Derek began his career as a financial advisor working for two of Canada’s largest wealth managers. These roles taught him the importance of listening to his clients and always putting their goals first. Derek has lived and traveled in Ireland, Europe, Asia and Africa. He enjoys playing and watching a variety of sports, and spending time with friends and family.

Lisa is thrilled to join the Thorek/Scott and Partners team and brings 30 years of experience in large public sector organizations. She has held multiple executive leadership positions in the education sector and as CEO was responsible for overseeing all aspects of the organization including Human Resources, Operations, Information Technology, Finance, Capital, and Leadership.

Lisa brings her insight and experience to executive recruitment. She is a highly motivated and goal-oriented professional dedicated to finding high quality talent.

Lisa has worked with multiple stakeholders within the community and at the Provincial level. She has trained senior executives on Strategic Planning and Implementation in Canada and the United States. She has taught Masters’ level courses and College programs. She has authored documents on Strategic Planning, Poverty, Succession Planning and Leadership Development.

She holds a Bachelor of Arts in Psychology, and a Master’s degree in Leadership/Administration. Lisa completed the Executive Leadership programs at Rotman School of Management and the Richard Ivey School of Business as well as earning multiple certificates at the Queens Executive Education Program.

Lisa belongs to several professional organizations including the Professional Women’s Network, Equal Voice and Elevate. In her spare time, she enjoys spending time with family, travelling, and giving back to her community.

Lauren Thorek is proud to be a member of the recruiting team at Thorek/Scott and Partners. Since joining the firm, Lauren has taken an active role in providing the highest levels of service and support to our clients and candidates.

Ethical, passionate and innovative, Lauren builds lasting relationships and strives to create solutions tailored to fit the short-term needs and long-term goals unique to different individuals and organizations. She thrives on challenge and is motivated by exceeding expectations on tough, hard to close searches.

Active in multiple sectors including Real Estate, and Investments and Financial Services, Lauren views success as being a passionate advocate for her candidates and a valued partner to her clients.

Sari Friedman is delighted to be back at Thorek/Scott and Partners. With over 25 years of real estate and finance experience and a passion for people, transitioning into the recruitment industry was a natural fit for Sari. 

She brings multiple experiences and synergetic attributes to her role at Thorek/Scott. Having worked as an equity research associate covering real estate and REITs, Sari has a strong understanding of the real estate industry. She holds a real estate license, has actively traded real estate and is a personal investor. Sari’s technical insight combined with her outstanding business acumen, strong negotiation and research skills adds tremendous value to clients and candidates. 

Sari is well known for her caring and friendly demeanour. She is passionate about helping people with an emphasis on providing an individualized human experience. She will often go above and beyond when coaching her candidates and clients throughout the recruitment process. Sari takes the time to understand the needs of her clients and candidates and creates long lasting relationships. 

Sari graduated from University of Western Ontario majoring in Economics and earned her MBA from the University of Toronto Rotman Management Program. She enjoys spending time with her family and friends, cooking, travelling and camping.

Steven is a CPA who graduated with an honours bachelors degree in business from McMaster University & from Cornell University with an Executive MBA. Before joining Thorek/Scott he spent his career in industry, building large support service teams and also taking an active role in the overall corporate recruitment functions as a VP/CFO. He prides himself as a recruiter who is transparent, a great communicator and gives honest feedback.

Steven is passionate about travelling, having visited over 130 countries, and about his Toronto Maple Leafs.

Faye Thorek is an accomplished executive search consultant with over 40 years of experience in the Canadian recruitment market. Known for her keen insight and compassionate dedication to her work, Faye envisions herself as an advocate for those with whom she conducts business. Over the years, Faye has consulted numerous companies on how to best craft their strategic vision and then taken the lead on executing that mandate. She has spoken on recruitment and search issues to a wide range of audiences.

Outside of the office, Faye is also a committed investor in people. She volunteers with Out of the Cold, Kids.now, and Bereaved Families of Ontario (BFO). She has sat on the Professional Development Steering Committee of the HRPAO. She is a former member of the Board at BFO and the North York Harvest Food Bank.

Having founded Thorek/Scott and Partners over four decades ago, Michael Thorek has been shepherding its growth ever since. Together with his wife, Michael is dedicated to building a business with humanity, innovation, and excellence at its core. A specialist in the recruitment of talent for the Financial Services Industry, Michael has currently turned his interest towards the field of Risk Management, Capital Markets and Database Marketing Analytics. A jack of many trades, Michael is also a father, inventor, scholar and scribe, who possess a keen interest in comparative religions.