✨ The Role in One Sentence

Alpaca is seeking a Fractional CFO to play a foundational role in the creation and registration of a new CIRO Dealer Member.

📋 What You'll Likely Do

• 30%: Lead financial efforts for the firm’s CIRO Investment Dealer application, ensuring all regulatory financial requirements are met.

• 30%: Ensure the integrity and timely filing of monthly and annual financial information, both regulatory and statutory.

• 20%: Create policies and procedures to ensure the business is properly supervised and managed.

🧑‍💻 Profiles Doing This Job

• High Priority: Minimum 5+ years of financial experience, including senior leadership roles.

• High Priority: Strong understanding of Financial Accounting and CRA Tax Requirements.

• High Priority: Proven experience dealing with the Canadian Investment Regulatory Organization (CIRO).

📈 How This Role Will Look on Your CV

• Led financial efforts for a CIRO Investment Dealer application.