Assistant Controller – Client Success

Stelle nicht auf LinkedIn

🕒 vor 6 Monaten

🇨🇦 Kanada – Remote

💵 $84.000 - $105.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

🏆 Customer Success

👻 Geisterscore 41%

infoinfo

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Humanity Financial Management Inc.

Humanity Financial Management Inc.

11 - 50 Mitarbeiter

💼 Beratung

🏥 Gesundheitswesen

💸 Finanzen

Consulting • Healthcare • Finance

Humanity Financial Management Inc. ist Kanadas führendes CPA-Unternehmen und Kapazitätsaufbau-Spezialist für den sozialen Sektor. Die Firma spezialisiert sich darauf, Wohltätigkeits- und gemeinnützige Organisationen bei Finanzen und Systemen zu unterstützen, um ihnen ein Wachstum mit Expertise und Vertrauen zu ermöglichen. Zu ihren Dienstleistungen gehören die Verbesserung von Finanzmanagement und Berichterstattung, Durchführung von Workshops zum Finanzmanagement für Gemeinschaftsstiftungen, Bereitstellung von Teilzeit-CFO-Diensten und Unterstützung beim Übergang zu Finanzsoftware wie QuickBooks. Humanity Financial setzt sich dafür ein, einen positiven Einfluss durch die Verbesserung des finanziellen Wohlstands seiner Kunden zu schaffen und bietet Newsletter, Workshops und verschiedene Ressourcen, die speziell für Wohltätigkeitsorganisationen und soziale Unternehmen zugeschnitten sind.

Beschreibung

• Provides controller support and ensures regulatory compliance and the accuracy and completeness of all financial information and reporting • Supports clients with budgeting, financial forecasting, cashflow and the coordination of audit activities • Develops positive and productive relationships with clients, ensuring service quality exceeds expectations • Oversees a client’s daily accounting operations and ensures accurate, complete, and high-quality financial reporting • Acts as a trusted advisor and is constantly seeking to deliver the highest level of client satisfaction • Coordinates, plans and implements in scope work so that the work of the finance team aligns to organizational timelines, goals or deliverables • Works closely with a team of accountants and bookkeepers, overseeing their work and providing coaching, training, and mentorship

🎯 Anforderungen

• CPA designation • Bachelor’s Degree in finance, accounting, business administration, or a related field • 3+ years of experience as a CPA working in industry or public accounting firms • Experience with managing and delivery of projects • Experience with supporting and/or 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 supporting new client onboarding • Accounting knowledge and experience in the following areas: • o Bookkeeping, accounting, and financial services implementation • o Regulatory compliance • o Financial analysis and reporting • o Reconciliation and analysis • o Budgeting, planning, and reporting • o Forecasting and reporting • o Financial policy development, interpretation, and application • o Financial risk management, including fraud detection and control • o Organizational performance analysis • o Payroll processing • o Financial governance and implementation of financial controls • o Grants and contract management (as it relates to compliance and reporting)

🏖️ Vorteile

• health and dental benefits from the first day of employment • RRSP matching program • paid volunteering time • annual professional development allowance • three weeks’ annual vacation plus additional paid time off

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