Director, Finance and Administration

The Canadian Professional Sales Association (the Association) is Canada’s largest national sales organization.  It was founded in 1874 and today has a membership of 20,000+ members across Canada.  CPSA members are found across many sectors of the Canadian economy and cover a wide range of positions including senior executives, entrepreneurs, sales managers, sales representatives and sales agents.


Today, we continue to shape the future of sales with innovative, forward-thinking programs that advance the profession and support sales professionals at every stage in achieving their goals


Opportunity: 


CPSA is offering a competitive salary and benefits package based on experience and qualifications.


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.


Qualifications:

 

    • Current professional accounting designation (CPA, CA) and 8-10 years of progressive work experience in an accounting/finance team

    • 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 financeopportunity@cpsa.com before July 2, 2020.

 

 

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