Manager, Cloud Finance Services

Job not on LinkedIn

🕒 May 28

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

AMLB CPAs and Consulting

WebsiteLinkedInAll Job Openings

1 - 10 employees

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

AMLB CPAs and Consulting is a professional services firm located in North York, Ontario, offering a comprehensive range of financial and accounting services. They provide solutions like cloud bookkeeping, tax planning and filing, payroll services, CFO advisory, financial planning, and specialized support for not-for-profit organizations, doctors, and dentists. With a client-centered approach, AMLB focuses on understanding the unique needs of each client, tailoring their services to provide customized financial and tax advice throughout the client's financial journey. Their offerings include virtual CFO services, strategic support, and real-time insights using cloud-based technology. AMLB prides itself on saving clients time and stress, offering fixed-fee structures to eliminate cost uncertainty and preserve cash flow. They have successfully assisted various businesses across Canada by providing strategic and operational planning, budgeting, and financial analysis.

📋 Description

• Manage a remote team of finance professionals (up to 7 Bookkeeping Specialists and Cloud Accountants), including participating in recruitment, interviewing, onboarding, and performance management • Ensure successful client service delivery for a growing portfolio of growth-oriented clients in a wide range of industries across Canada, ensuring timely and high-quality execution of recurring deliverables such as monthly/quarterly management reports, sales invoicing, vendor payments, payroll coordination, and HST filings. • Review year-end trial balances, supporting working papers and financial statements before handing it off to AMLB's Tax team, who finalize financial statements and prepare corporate and personal tax returns. • Monitor and elevate the quality and timeliness of client communication, identify potential gaps, and coach team members on service excellence. You’ll also proactively flag any indications of scope expansion to the Director for pricing review. • Stay abreast of regulatory and technical accounting standard changes, such as CSRS 4200 and CSQM, and update AMLB's client service standards and processes to address any changes, as well as proactively monitor compliance with these standards. • Resolve payroll-related issues by liaising with AMLB’s dedicated Payroll Lead and clients as needed. While payroll execution is out of scope for this role, ensuring satisfactory resolution of issues remains within your responsibility. • Support and participate in client advisory work, including leading ad hoc financial projects, particularly when operational or financial challenges arise for clients that are outside the current service scope. • Partner with AMLB’s Tech & Operations Specialist to identify, recommend, and help implement process improvements in client service workflows, internal documentation, and standard operating procedures (SOPs). • Champion AI adoption within the team, with access to tools like ChatGPT Plus and support for ongoing AI learning. You’ll be encouraged to test and apply AI solutions that improve internal efficiency and elevate client service delivery. • Deliver training and mentoring to your team on both technical and non-technical topics to enhance performance, drive consistency, and encourage continuous learning.

🎯 Requirements

• At least 5 years of experience in a multi-client accounting environment, ideally within a cloud accounting business or virtual CFO practice. • Direct experience managing bookkeeping and accounting teams who support multiple clients simultaneously is essential, with comfort leading diverse portfolios of early-stage or high-growth organizations across various sectors. • Exposure to client advisory work is a strong asset. • Proven ability to lead and mentor remote teams of accounting professionals, including hiring, onboarding, performance coaching, and delivering technical and soft-skills training. • A collaborative and inclusive leadership style is essential. • Demonstrated ability to manage multiple client relationships concurrently, focusing on communication quality, deliverable oversight, and service consistency. • Able to spot client dissatisfaction or scope creep early and flag for escalation. • Comfort representing the business at a senior level in client interactions, including ad-hoc advisory engagements. • Strong familiarity with cloud-based accounting tools and platforms (e.g., QuickBooks Online, Xero, Dext, WagePoint). • Comfortable working in a remote, tech-enabled environment, with an ability to adapt processes using digital tools. • Prior exposure to payroll oversight or coordination is a plus, though execution is not required. • Curious and future-forward, with a desire to explore how tools like ChatGPT can enhance service delivery, internal workflows, and client outcomes. • Eager to engage in continuous learning and support AMLB’s commitment to embedding AI thoughtfully into operations. • Excellent written and verbal communication skills with the ability to simplify complex financial and operational concepts. • Demonstrates good judgment, discretion, and a high level of professionalism. • A recognized accounting designation (CPA preferred) or equivalent experience. • A bachelor’s degree in accounting, finance, or a related field is required. • Thrives in a remote-first, fast-paced, entrepreneurial setting. Self-motivated, disciplined, and resilient—comfortable operating autonomously while also contributing to a highly collaborative leadership team.

🏖️ Benefits

• A comprehensive, cost-shared benefits package that includes long-term disability and critical illness coverage • A cell phone allowance • A new laptop • A $500 contribution towards your home office set-up to make your workspace more comfortable • The autonomy to lead a team of cloud accountants and directly contribute to the growth of an innovative, fast-growing, and aspirational organization • A trust-based culture which allows you to work from anywhere, flexible hours, half-days on Fridays in August, and emphasizes results delivered over hours worked • The chance to work in a fun, entrepreneurial, and collaborative environment for an organization with a strong growth mandate, that embraces innovation and new ideas, has an employee-focused culture, forward-thinking leadership, and an incredible upward trajectory, including a performance bonus • The opportunity to join a diverse, driven, and talented team (check them out), in a role of significant impact and visibility • Exposure to the latest technology, with autonomy to test and explore new platforms, and access to leading AI tools, including ChatGPT Plus; significant investment in your AI learning journey to future-proof your career