Director, Finance and Administration

Located in Toronto and reporting to the President & CEO, the Director, Finance and Administration will be an integral part of the senior leadership team and contribute to the effective operation and growth of the Association. This role provides leadership across the organization to ensure measures are in place to achieve short and long-term financial goals. This is an opportunity for a finance leader experienced in a small business environment with integrated ERP and CRM supporting professional services or professional development contract management and/or subscription-based membership.

You will guide and support a team directly responsible for all accounting, financial and reporting functions for the organization in addition to overall responsibility for:

  • Management and monitoring of financial performance including working capital and cash.

  • Preparation of monthly and quarterly financial statements and reports to internal teams, the Audit and Risk Committee and external stakeholders including regulatory authorities.

  • Planning, direction and monitoring of the annual plan and annual audit.

  • Development of and compliance with appropriate internal controls, reporting, policies and procedures including those related to employees.

  • Provision of key financial projections, analysis and presentations to support decision-making across departments.

  • Managing and providing direction to the IT third party relationship, data and cyber risk management and other risk guidance

Key Responsibilities:


    • Ensure accurate and timely preparation of all financial information for the Association including monthly consolidated financial statements and cash flow information with a comprehensive review and analysis of revenues earned and expenses incurred to budget or forecast and prior year;

    • Oversees and verifies the accuracy of reports to meet external financial reporting and audit requirements in accordance with GAAP for the non-profit sector, the Audit and Risk Committee, bank, regulatory and tax authorities, and agreements for grants; 

    • Management of the controls and operations of the accounting systems including payroll, banking and investments, service and membership billings, accounts receivable, accounts payable, inventory, and fixed assets;

    • Preparation of the annual budget and forecasts;

    • Support the CEO in the preparation of board documents, presentations to support strategic updates and maintenance of the board portal;

    • Supervise and assist in the preparation, distribution and analysis of departmental financial information monthly with key performance indicators, trends and analyses to support decision making and changes as needed;

    • Review risks associated with data management, data retention, and cyber security and provide guidance to the senior leadership team and the IT partner(s);

    • Administer employment contracts, onboarding documentation and employee policies;

    • Monitor investment portfolio performance and ensure adherence to established investment policies and benchmarks; 

    • Mentor and develop finance team members as required;

    • Liaise with Audit Committee as required and support the external auditor in year-end planning, preparation and execution of the annual audit and;

    • Other administrative responsibilities that may be assigned from time to time.



    • Professional accounting designation (CPA, CA) and 8-10 years of progressive work experience including supervising others

    • Minimum 5 years management team experience

    • Experience with MS Dynamics CRM and ERP applications an asset

    • Advanced MS Excel skills

    • Experience with associations, subscription-based membership or service billings

    • Demonstrates strong leadership and analytical skills

    • Strong interpersonal, presentation and communication skills

How to Apply: please submit your application for this exciting role with a resume and cover letter including salary expectations to before June 10, 2020.



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