Job Description

Finance Manager

Lamont Brown Group

| Family Investment Office

About Us

Lamont Brown Group is a dynamic family investment office focused on long-term value creation across a diversified portfolio of operating companies and investments. We provide strategic financial leadership, operational support, and investment oversight to ensure sustainable growth across our holdings.

The Opportunity

We are seeking a Finance Manager to provide financial leadership to our portfolio companies, oversee full-cycle accounting and bookkeeping functions across the group, and support investment due diligence and portfolio management. This role will act as a fractional controller or accountant (as needed) for select portfolio companies, ensuring strong financial governance while also assisting the partnership in evaluating new investment opportunities and tracking portfolio performance. This role will also assist the partners with office management, business development, and community outreach, including helping to plan regular networking events, while participating in general administrative efforts as needed.

Key Responsibilities

Financial Leadership & Group Oversight

Lead financial management and reporting for Lamont Brown Group and its portfolio companies. Ensure timely and accurate full-cycle accounting, bookkeeping, and financial statement preparation. Establish and maintain robust financial controls, policies, and procedures across the group. Act as a fractional controller or accountant for portfolio companies as needed, providing oversight and guidance on financial operations. Work closely with portfolio company management teams to enhance financial reporting, budgeting, and forecasting processes.

Investment Due Diligence & Portfolio Management

Support the partnership in evaluating potential investments by conducting financial due diligence, assessing risks, and analyzing financial models. Assist in structuring investment transactions and monitoring post-investment performance. Develop and maintain financial dashboards to track portfolio company performance and key financial metrics. Provide insights and recommendations to optimize financial returns and mitigate risks within the portfolio.

Strategic Financial Planning & Reporting

Prepare consolidated financial reports and analysis for the Lamont Brown Group partnership. Assist in financial planning, tax strategy coordination, and cash flow management across the group. Liaise with external accountants, tax advisors, and financial institutions as required. Contribute to strategic decision-making by providing financial insights and scenario analysis.

Qualifications & Experience

5+ years of experience in financial management, accounting, or investment finance. Experience in a family office, private equity, or investment firm is an asset. Strong technical accounting knowledge and experience with full-cycle accounting. Proven ability to provide financial leadership to small and mid-sized operating companies. Experience with full cycle accounting in a manufacturing business is an asset. Experience in financial due diligence, investment analysis, and portfolio tracking is an asset. Proficiency in financial software and reporting tools; experience with ERP/accounting software is an asset.

Skills & Attributes

Strong analytical and problem-solving skills. Ability to communicate financial insights to non-financial stakeholders. Entrepreneurial mindset with a hands-on approach to financial leadership. Ability to work independently while collaborating with multiple stakeholders. Detail-oriented with a commitment to accuracy and process improvement.

Why Join Us?

At Lamont Brown Group, you'll have the opportunity to play a strategic financial leadership role across a diverse portfolio of businesses and investments. This role offers significant exposure to decision-making while allowing you to directly impact the financial success of our investments. If you thrive in a fast-paced, entrepreneurial environment and enjoy working across multiple industries and asset classes, we'd love to hear from you.

Job Types: Full-time, Permanent

Benefits:

Company events Dental care Disability insurance Extended health care Life insurance Paid time off Vision care Work from home
Work Location: In person