Controller, Client Success Lead
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Job Description
Virtual Controller overseeing client accounting operations and ensuring financial reporting quality for non-profits. Collaborating with clients to provide comprehensive financial management services.
Responsibilities:
- The Virtual Controller oversees a client’s daily accounting operations and ensures accurate, complete, and high-quality financial reporting
- Meets with new and current clients to review and document their existing financial processes and policies
- Review and make recommendations on how to improve the budgeting and reporting systems to improve the usefulness of the financial reporting to stakeholder groups
- Review monthly bookkeeping, working papers, and journal entries prepared by bookkeepers and preparers for accuracy and completeness
- Review year-end working papers and financial statements prepared by bookkeepers or preparers
- Prepare more complex working papers and provide oversight and direction for bookkeepers or preparer team
- Develop more complex financial reports in accounting software, and related working papers in preparation for year-end filing
- Provide support, training, and direction throughout the year to our clients’ bookkeepers as required
- Prepare financial funder reports for non-profit and charity clients
- Monitor client compliance deadlines, including corporate tax instalments, GST returns, PST returns, all payroll-related remittances, and year-end corporate taxes
- Coordinate, plan and implement (or oversee the implementation of) in scope work (ie. Budget development) so that the work of the finance team aligns to organizational timelines, goals or deliverables
- Work with clients to develop individual and master fund/funder and program or project budgets
- Generate budget-versus-actual reports and work with management to analyze the source of the variances to assist in their internal and external reporting and decision-making
- Work with Executive Directors, Board of Directors, and management to develop appropriate internal controls for their organization
- Help clients identify and document appropriate financial management roles and responsibilities and create financial management job descriptions
- Leverage the strengths of the client’s finance team, providing training to support individuals in achieving their optimal potential and organizational goals
- Work directly with external accountants and auditors to ensure a smooth and successful year-end process for clients
- Work in alignment to Humanity Financial’s standard operating procedures and provide recommendations for change where the efficiency and effectiveness of internal financial systems and processes can be improved
Requirements:
- CPA designation
- Bachelor’s Degree in finance, accounting, business administration, or a related field
- 5 to 6 years of experience as a CPA working in industry or public accounting firms
- Experience working with Non-Profits, Charities or social purpose organizations an asset
- Experience with managing and delivery of projects
- Experience leading change
- Experience with gathering, presenting, and reporting financial information, analysis, insights, recommendations to stakeholders across different levels
- Strong analytical, problem-solving, and decision-making skills
- Strong organizational and time management skills with an attention to detail
- Strong interpersonal, communication, and presentation skills with the ability to professionally connect with and influence a diverse group of individuals
- Strong leadership skills with the ability to lead projects and work with diverse individuals to identify issues, design solutions, and evaluate results
- Experience with leading new client onboarding
- Accounting knowledge and experience in the following areas: Bookkeeping, accounting, and financial services implementation, Regulatory compliance, Financial analysis and reporting, Reconciliation and analysis, Budgeting, planning, and reporting, Forecasting and reporting, Financial policy development, interpretation, and application, Financial risk management, including fraud detection and control, Organizational performance analysis, Payroll processing, Financial governance and implementation of financial controls, Grants and contract management (as it relates to compliance and reporting)
Benefits:
- Health and dental benefits from the first day of employment
- RRSP matching program
- Paid volunteering time
- Annual professional development allowance
- Four weeks’ annual vacation plus additional paid time off
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