Relocation required. Relocation reimbursement is available.
Benefits
: Health Coverage | Dental Insurance | Unlimited Paid Time Off | Real Impact | In-Person Team Culture
About Us
We're on a mission to inspire people to become the best versions of themselves and share their transformations with the world. Our CEO, Dan Martell, is a renowned entrepreneur and investor with a record of investing in top companies like Udemy, Intercom, and Unbounce. If you are driven by growth, opportunity, and making a meaningful impact, this
Finance Director
role might be the perfect fit for you.
Our values:
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Be the example
...growth mindset.
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Simple scales
...we scale with simplicity, not complexity.
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Build the people
...we build people, the people build the business.
About the Role
As
Director of Finance
, you'll take on a strategic leadership role in driving financial clarity and operational excellence across the company. You'll collaborate closely with the executive team, oversee budgets, forecasts, and automation tools, and bring a strong compliance mindset to help us scale responsibly.
You'll thrive here if you're both process-driven and people-smart, excited to build systems that support growth while being part of a connected, in-person team culture in one of Canada's most beautiful regions.
Responsibilities
Financial Management
Lead monthly, quarterly, and annual financial reporting with clarity and accuracy
Develop robust forecasting tools and dashboards to guide executive decisions
Own the budgeting process across teams
Prepare financial presentations for internal stakeholders
Ensure full compliance with Canadian accounting standards and regulations
Manage cash flow, financial risk, and strategic planning
Collaborate with auditors and manage audit documentation
Controls & Compliance
Build internal controls and approval hierarchies
Maintain compliance with all financial procedures and regulations
Conduct regular internal audits and improve efficiencies
What You Bring
Required
Bachelor's in Finance, Accounting, or Business
CPA designation (or in-progress)
5-10 years of experience in financial leadership roles
Expertise in accounting software, ERP systems, and RPA tools
Advanced Excel and data analysis skills
A sharp eye for compliance and detail
Preferred
Experience with financial automation tools
Exposure to people operations or HR collaboration
Background in high-growth, scaling companies
You're a Fit If You:
Love solving problems and simplifying processes
Thrive in fast-paced, impact-driven environments
Communicate clearly and confidently
Enjoy rolling up your sleeves -- and celebrating wins together
Are looking for more than a "job" -- you want to buildsomething
Why Kelowna, Why Now?
People move here for the views. They stay for the vibe. Kelowna offers:
A supportive entrepreneurial ecosystem
World-class outdoor activities at your doorstep
No big-city grind
* Great schools, arts, and a vibrant community
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