Job Details
Assistant Controller

About This Position

Assistant Controller

Overview of Forum

Founded in 1996, Forum is a purpose-driven Alternative Asset Manager, Investor and Developer across North America, with a focus on real estate and private equity. Forum works with its partners to achieve aggressive growth through innovation and consistent performance as a top-tier alternative asset investor. Forum oversees approximately C$1.6 billion enterprise value in assets under management and has transacted over $3B of investments since inception.

We pursue value-added and opportunistic investments, often with an element of recurring or contracted revenue that facilitate optimal capital structuring. We see these opportunities in sectors including real estate, building services, alternative energy, infrastructure and specialty finance – and we’re constantly looking for new and interesting market niches in which to invest.

Forum is an entrepreneurial team working together towards a common goal of achieving Extraordinary OutcomesTM.  Our core strengths are our agility, creativity and social responsibility. We encourage our employees to grow by empowering them with challenging work and abundant opportunity. We have a culture that emphasizes collaboration, open communication, continuous learning, humility and integrity. We are committed to building a diverse and inclusive team that reflects the values of our firm – impact, integrity, diversity, innovation and high performance.


Position Overview

Forum is recruiting for an Assistant Controller who will bring strong accounting and analytical skills, be highly insightful, respectful of deadlines, detail‐oriented, with a continuous improvement mindset and a demonstrated ability to effectively prioritize workflows. The successful candidate will work well in a team environment, will be keen to learn, and thrives in an entrepreneurial, fast paced environment.

The Assistant Controller reports to the Controller.

How to Apply

Should your skills and experience match the requirements of this position, and you wish to engage in our recruiting process, please forward your resume and cover letter to 

We regret that only qualified candidates will be contacted.

Key Duties and Responsibilities

Financial Reporting

  • Oversee the accounting team’s completion of month end and quarterly activities, including review of third party reporting and completion of key indicator and variance analysis against budgets
  • Act as a key point of contact for our third-party managers, accountable for deadlines and team communications
  • Review of monthly and quarterly financial statements
  • Coordinate and manage interim and year-end audits for Forum’s entities
  • Technical analysis to ensure appropriate accounting treatment for acquisitions and dispositions


People Management

  • Lead, develop, and motivate team of professional accountants to deliver results
  • Conduct performance reviews


Process Innovation and Controls

  • Onboard new asset acquisitions and third-party service providers and relevant accounting processes for an active portfolio
  • Identify and implement new ways to improve quality and efficiency of financial processes that achieve our continuous improvement objectives
  • Conduct root cause analysis on process gaps and recommend improvements as appropriate



  • Resolve complex accounting issues escalated from Senior Accountants and make recommendations to the Controller
  • Full understanding of accounting regulations
  • Identify and resolve complex problems within assigned portfolios
  • First point of contact regarding problem resolution
  • Respond to internal and external client requests for ad hoc analysis
  • Other duties as assigned

Candidate Profile

  • Accounting and a Professional Accounting Designation (CPA, CA)
  • 8-10 years of relevant experience in a complex environment, with a minimum 4 years of post-designation and 2 years of management/supervisory role
  • Proficiency with QuickBooks
  • Strong analytical, attention to detail and technical accounting (IFRS and ASPE)
  • Strong leadership and people managed skills
  • Results oriented, acts with a discernible sense of urgency
  • Comfortable working in a fast-paced environment
  • Independent, self-starter, and works well in a team-based environment
  • Able to work collaboratively and in partnership with other departments
  • Excellent time management and organizational skills and the ability to manage conflicting priorities within structured deadlines and deliverables
  • Excellent verbal and written communication skills with the ability to effectively communicate and build relationships across all levels within, as well as outside the organization
  • Proficient with Microsoft Word, Excel, and PowerPoint
  • “Roll‐up the sleeves” approach in order to accomplish all necessary tasks

When to Start

Start: Immediately