Assistant Controller – Client Success

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🕒 April 2

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Humanity Financial Management Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Humanity Financial Management Inc. is Canada’s leading CPA and financial capacity-building firm for the social purpose sector. The company specializes in helping charities and non-profit organizations with finance and systems, enabling them to grow with expertise and confidence. Their services include improving financial management and reporting, conducting workshops on financial management for community foundations, providing part-time CFO services, and supporting the transition to financial software like QuickBooks. Humanity Financial is dedicated to creating an impact by improving the financial well-being of its clients, offering newsletters, workshops, and various resources tailored specifically for charities and social-purpose organizations.

📋 Description

• 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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