Finance & Client Services Associate

Winnipeg, MB, CA, Canada

Job Description

We're Hiring!



The Right Person - Not Just a Role



Location

: Hybrid - approximately 3 days per week at our Winnipeg location and 2 days per week remote.

You must be located in or near Winnipeg, Manitoba.


At Mastery Fractional CFO, we're not hiring for a narrowly defined position -- we're hiring for the right person.

We're a growing company helping business owners take control of their finances and make better decisions. As we scale, we're looking for someone who's excited to grow with us -- someone who's not just looking for a job, but for a sense of purpose and a place where their contribution genuinely matters.

If you're motivated, adaptable, and energized by the idea of helping build something that's still taking shape, we'd love to meet you.

What the Role Could Include



Depending on your strengths and background, your role will include one or more of the following:?

Fractional CFO Services

- managing client relationships, preparing and presenting financial reports, cash flow forecasts, budgets, and KPIs, and providing business insight and guidance.

Leadership-Level Account Management

- overseeing client satisfaction and retention, establishing and maintaining best practices for client service delivery, documenting and refining internal processes, ensuring timely communication and follow-ups, gathering feedback, and leading initiatives that strengthen client relationships and operational consistency across the team.

Bookkeeping & Accounting

- organizing records, reconciliations, and supporting accurate client financials.

Executive Assistance

- scheduling, communication, and keeping operations flowing smoothly.

Technology & Systems

- improving how we use apps, integrations, and automation to streamline work.

Digital Marketing

- helping share our story through content, email, and social platforms.

Photography & Videography

- capturing and producing high-quality visuals to support our brand and marketing efforts.

Content Creation & Strategy

- developing ideas, visuals, and campaigns for social media and other digital channels.

Operations & HR

- refining processes, tracking data, and supporting workflow and team development.
We'll shape the position around your abilities and interests. The next hire will complement our existing team -- not replace it.

Who We're Looking For



We can teach skills, but we can't teach the following -- and they matter most:

Integrity and accountability Strong work ethic and reliability Positive attitude and resilience Curiosity and the drive to learn Emotional intelligence and good judgment Coachability and openness to feedback Independence and self-management (including remote work) A natural problem-solver who figures things out
You should also bring a solid foundation in finance or accounting and the ability to lead or directly support fractional CFO engagements. Up to half of this role may involve working directly with fractional CFO clients, supporting and leading client relationships, financial analysis, reporting, and strategic decision-making.

Although training will be provided, this means being comfortable managing client relationships, analyzing financial data, and providing actionable recommendations to business owners.

A university degree (or equivalent experience) in accounting, finance, business, or a related field is required, along with relevant experience in a similar capacity (e.g., controllership, financial management, or advisory services).

A professional designation (CPA, CFA, or equivalent) will be considered an asset, but is not mandatory.?

Why Join Mastery CFO



We're a growing company with momentum -- and a place where you can help shape what comes next.

If you're looking for more than a job -- if you want to build, contribute, and grow in an environment where your work has visible impact -- this is the opportunity.

You'll have room to take ownership, learn, and be part of something meaningful as we scale.

Compensation and Growth



We believe in matching compensation to the person and the value they bring.

The overall package will be tailored to fit your qualifications, experience, and the role we design together.

This position includes the opportunity for professional development and advancement based on performance -- as Mastery grows, you'll have the chance to grow with it.

In your video (see instructions below), please include the range of compensation you're looking for.?

How to Apply (Read Carefully)



We don't want a pile of resumes. We want people who pay attention, follow directions, and take initiative.

Step 1

Do not send us a resume, call us, or message us on social media.

Instead, send an email to info@masterycfo.com with the subject line: I'm the Right Person for Mastery CFO

In the body of the email, include:

Your full name Where you're located A few sentences about what kind of work excites you most and why you think you'd be a great fit for Mastery CFO.
If you miss a step, we won't review your email.

Step 2

If you pass Step 1, we'll reply with the next instruction -- to record a 60-second video introducing yourself.

In your video, please tell us:

Why you'd like to work for Mastery CFO What skills and strengths you bring to the team The range of compensation you're seeking What motivates you in your work

Step 3



Upload your video to YouTube (unlisted), Google Drive, or a similar platform, and include a shareable link in your reply email.

Do not attach the video file directly -- large files will be ignored. Make sure your link is viewable without a password or sign-in requirement.
We'll review your video carefully.

Strong communication, clarity, and professionalism count -- not just fancy production.

We're looking forward to meeting the person who's meant to help us write Mastery's next chapter!



Job Type: Full-time

Pay: $50,000.00-$90,000.00 per year

Benefits:

Profit sharing
Work Location: Hybrid remote in Winnipeg, MB R3X 2J9

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Job Detail

  • Job Id
    JD2978523
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Winnipeg, MB, CA, Canada
  • Education
    Not mentioned