Chief Operating Officer/Chief Financial Officer Chief Operating Officer/Chief Financial Officer …

ZLC Financial Ltd.
in Vancouver, BC, Canada
Permanent, Full time
Last application, 02 Aug 20
Please inquire
ZLC Financial Ltd.
in Vancouver, BC, Canada
Permanent, Full time
Last application, 02 Aug 20
Please inquire
ZLC Financial Ltd. (formerly known as Zlotnik Lamb and Company) is a long-serving financial advisory firm with a track record of success and a unique value proposition that blends big firm capability with the custom-built solutions and the personalized high touch service of a boutique firm. Passionate about service, integrity, results and flexibility, the firm offers a wide range of services to clients that spans insurance, investments, employee benefits and advice around succession planning, structured settlements, and philanthropy.

ZLC has ambitious growth plans over the next few years and requires an experienced finance leader and business partner to join a small executive team. Reporting to the President, the CFO/COO will play a key leadership role in enabling this growth. The CFO/COO has two broad mandates: the first, to lead all accounting, financial reporting and financial administration for ZLC through the Corporate Finance team; the second, to ensure that all systems (IT, administrative, regulatory, risk) optimally support the growth of ZLC’s three main lines of business: investments, insurance and benefits. The CFO/COO is also a key member of ZLC’s Senior Leadership Team, which is responsible for the firm’s strategic direction, risk management and corporate development.

The ideal candidate will bring executive-level finance and corporate services experience within an entrepreneurial and complex business, and ideally with involvement in M&A activity. This experience will ideally have been gained from within a boutique advisory environment, an investment management or insurance firm, a credit union or a complex and related organization.

Overseeing a team of around 20, this is a tremendous opportunity for a talented business leader to influence the exciting growth of a highly dynamic company that is positioned for growth.

The CFO/COO will enjoy a truly significant role ‘at the table’ and will be looked at as far more than a leader of various important units, but as an active and strategic driver of firm growth.

The role is located in Vancouver, BC.

To further explore this opportunity, please submit your resume by clicking on 'Apply' or by copying & pasting this link: https://www.boyden.ca/canada/opportunities/chief-financial-officer-and-chief-operating-officer-16944082/index.html#content.

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