Overview
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Position summary
The Manager, Finance & Operations will be an integral part of supporting the Foundation through management of revenue and expenses and components of the Foundation’s financial portfolio.
This position is also a key leader in overall gift administration to increase efficiency and effectiveness while ensuring the Foundation is meeting CRA requirements and other business standards.
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Schedule
Available to work Monday-Friday, 8 hours / day. Schedules may change based on operational needs. This position involves some moderate lifting.
Access to a car, and a valid G driver’s license is required. 48 Budget Created with Sketch.
Compensation
Annually : $72,000 - $80,000
Responsibilities
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Process
Manage the quarterly disbursement process including preparing disbursements memos and monitoring restricted gifts. Lead, implement, maintain all relevant financial policies and business practices for proper internal control.
Manage audit through planning, monitoring and being the primary contact for the Auditors during the interim audit and audit weeks.
Prepare all requests and final financial statements. Manage the yearly T3010 Registered Charity Information Return and bi-annual HST rebate.
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Accounting
Manage the accounting software with Finance Coordinator’s assistance to ensure all guidelines are met and in consistent with current reporting structure.
Manage other accounting and financial functions and procedures, as needed. Oversee all financial operations including month end reconciliations, revenue processing (internal and online), account payable, planning, budgeting and investment portfolio tracking to meet CRA requirements.
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Support
Provide support to new staff on our team through training and organizing workflow. Provide support for special projects and activities which may include training on system components and practices, integration projects with other database systems.
Provide support at signature events and perform other duties as assigned. Serve as a backup to the Senior Director, Finance and Operations.
Manage admin functions and office equipment to ensure efficient and consistent operations. 48 Diversity Created with Sketch.
Management
Manage the process of all revenue in accordance with Canada Revenue Agency guidelines and the Foundation’s standards including gifts of securities, gift-in-kinds, pledge commitments, monthly donor transmission and online gifts.
Manage the lottery revenue process including financial reconciliation, monitoring ticket purchase processes, and preparing the lottery report in accordance with the Alcohol and Gaming Commission of Ontario.
Requirements
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Experience
Professional accounting designation or actively enrolled in recognized accounting designation program is an asset. Strong technical skills including experience with online resources, databases, word processing, spreadsheet and database applications.
Experience in assessing training needs and developing plans for staff training. Experience in organizing and managing financial reporting with attention to details and follow-through.
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Knowledge
Expertise and knowledge of Canadian financial reporting guidelines for non-profits, GAAP, and CRA regulations and guidelines.
Excellent understanding of non-profit compliance accounting standards and regulations. Knowledge of Raiser’s Edge and QuickBooks is an asset.
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Skills
Excellent communication, interpersonal and customer service skills. Resourceful and independent, but comfortable working within the framework on an integrated development program and team-oriented environment;
able to adjust to changing priorities and meet deadlines. Ability to use own initiative and sound judgment, tact, diplomacy and discretion in the performance of job functions confidentiality of information in the performance of job functions is required at all times.
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