Virtual Controller REMOTE - BC

We are a growing company and were looking for experienced controllers to join us as Virtual Controllers within our Client Accounting Services team. A detailed overview of responsibilities and duties follows:

Client Reporting & Compliance: The Virtual Controller oversees a clients daily accounting operations and ensures accurate complete and highquality financial reporting. This role develops positive and productive working relationships with clients working closely with them to understand their financial needs and develops solutions that support the achievement of their vision mission and purpose.

• Meet with new and current clients to review and document their existing financial processes and policies making recommendations for change where they can be improved
• Review and make recommendations on how to improve the budgeting and reporting systems to improve the usefulness of the financial reporting to stakeholder groups
• Review monthly bookkeeping working papers and journal entries prepared by bookkeepers and preparers for accuracy and completeness
• Review yearend working papers and financial statements prepared by bookkeepers or preparers
• Prepare more complex working papers and provide oversight and direction for bookkeepers or preparer team
• Develop more complex financial reports in accounting software and related working papers in preparation for yearend filing
• Provide support training and direction throughout the year to our clients bookkeepers as required
• Prepare financial funder reports for nonprofit and charity clients
• Monitor client compliance deadlines including corporate tax instalments GST returns PST returns all payrollrelated remittances and yearend corporate taxes
• Coordinate plan and implement (or oversee the implementation of) in scope work (ie. Budget development) so that the work of the finance team aligns to organizational timelines goals or deliverables

Client Advisory Services: The Virtual Controller is a trusted advisor and is constantly seeking to deliver the highest level of client satisfaction. This role ensures that service quality exceeds expectations while at the same time ensuring that client engagements achieve budgeted goals/objectives.

• Work with clients to develop individual and master fund/funder and program or project budgets
• Generate budgetversusactual reports and work with management to analyze the source of the variances to assist in their internal and external reporting and decisionmaking
• Work with Executive Directors Board of Directors and management to develop appropriate internal controls for their organization
• Help clients identify and document appropriate financial management roles and responsibilities and create financial management job descriptions
• Leverage the strengths of the clients finance team providing training to support individuals in achieving their optimal potential and organizational goals
• Work directly with external accountants and auditors to ensure a smooth and successful yearend process for clients
• Work in alignment to Humanity Financials standard operating procedures and provide recommendations for change where the efficiency and effectiveness of internal financial systems and processes can be improved

Client Management: The Virtual Controller is responsible for client satisfaction and the daytoday management of a client file ensuring that services are delivered on time on budget and within scope of the engagement agreement.

• Onboard new clients
• Develop implement and manage project plans for assigned projects
• Manage and strengthen client relationships; act as the pointperson for any technical accounting compliance or operational issues
• Create raving fans by becoming the clients trusted advisor

Business Management: The Virtual Controller contributes to the achievement of Humanitys business goals and objectives and from time to time may also support business development efforts by participating in meetings with the Manager CAS around a potential engagement or an expanded engagement with a client.

• Understand contribute to and meet established key performance indicators and budgets for assigned client files
• Recommend and implement strategies (i.e. leverage process optimization etc. to improve cost efficiency of client files
• Schedule and complete after action reviews for all significant projects and yearend files documenting lessons learned
• Support business development activities (i.e. participating in meetings with prospective clients)
• Identify new ways that Humanity Financial could create value and deepen relationships with clients
• As requested review reports of others (i.e. Accountants) for accuracy and completeness recommending client reports for signoff and creating capacity for the Manager CAS

Leadership: The Virtual Controller is responsible for being a member of and supporting a team that strives for excellent service delivery and continuous improvement. This role models leadership in ways that give back in meaningful ways to the profession and the communities we serve.

• Proactively share knowledge and expertise with others through delivery of training sessions thought leadership or through coaching/mentoring
• Provide effective training to preparers ensuring that all routine tasks are delegated and performed accurately
• Recommend and implement strategies that support the development of skills and expertise among the team
• Act as a resource to the team providing advice and guidance to team members
• Act as a resource to the communities we serve by sharing knowledge and expertise in unique and meaningful ways.

Qualifications :

An equivalent combination of education training and experience will be considered.

CPA designation
Bachelors Degree in finance accounting business administration or a related field
5 to 6 years of experience as a CPA working in industry or public accounting firms
Experience working with NonProfits Charities or social purpose organizations an asset
Experience with managing and delivery of projects
Experience leading change
Experience with gathering presenting and reporting financial information analysis insights recommendations to stakeholders across different levels
Strong analytical problemsolving and decisionmaking 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 leading 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)
Booking experience and/or certification (CPB Certified Professional Bookkeeper) designation an asset

Additional Information :

Salary $100k $138k

All your information will be kept confidential according to EEO guidelines.

Remote Work :

Yes

Employment Type :

Fulltime