Manager, Cloud Finance Services

Job Description

This role allows you to work from your home office in Canada. You must live - and be eligible to work - in Canada

ABOUT AMLB

AMLB is a progressive virtual Chief Financial Officer (CFO) business that enables clients and team members to reach their potential. AMLB is growing quickly having onboarded a portfolio of innovative clients making a real impact in a range of industries from technology to social impact. Purpose-driven and relationship-focused we are strategic financial partners who intimately understand our clients businesses and have built a reputation for delivering proactive advice that unleashes our clients performance potential.

SERVICES OVERVIEW

Cloud Accounting: AMLB takes the stress out of managing clients day-to-day finances by providing a comprehensive cloud bookkeeping solution. From a digitized receipt capture solution to maintaining up-to-date financial records we handle the clients bookkeeping tasks efficiently and accurately. We also simplify accounts receivable and payable workflows by setting up and managing user-friendly AP/AR systems through tools like Plooto and Stripe to deliver a seamless cloud-based solution for managing all incoming and outgoing payments.
Tax Planning & Preparation: AMLB offers comprehensive tax support including the preparation and filing of T2 corporate tax returns GST/HST filings financial statement management and strategic tax planning. AMLB also provides T1 tax filing for owner-managers and audit support for CRA reviews ensuring peace of mind and compliance throughout the year.
Payroll:AMLBs cloud-based payroll solutions enable clients to securely process payroll anytime from anywhere. With WagePoint at the core we manage direct deposits T4 slips tax remittances and real-time updates while leveraging collaborative tools to ensure accuracy timeliness and insight-driven payroll management.
CFO Advisory:Through virtual CFO services AMLB delivers strategic financial guidance tailored to the needs of growing businesses. Our advisory offering includes financial modeling deep dives into profit and margin leakage audit committee and board reporting cash flow and forecast analysis and key performance indicator (KPI) developmentall at a fraction of the cost of an in-house CFO.
Not-for-Profit Services:AMLB provides end-to-end financial compliance and advisory for not-for-profit organizations including preparation and electronic filing of T3010 Registered Charity Returns funder reporting and support with government rebate programs such as HST property tax and public service body rebates.
Technology Enablement:AMLB stands out through its industry-leading use of cloud-first tools to automate document and streamline client servicesleveraging platforms like Karbon for workflow management SweetProcess and Loom for process documentation Dext Prepare for receipt capture QBO/Xero for accounting WagePoint for payroll Plooto for payments and Microsoft SharePoint and Teams for seamless collaboration.

AMLB in the Community:
AMLB is a purpose-driven organization committed to improving outcomes for clients team members and its communities. We regularly supports various causes such as ending youth homelessness reducing poverty and eliminating its carbon footprint.

AMLBs global recognition includes being named a Top 50 Modern Accounting Firm winning the Karbon Excellence Award for Diversity & Authenticity and being shortlisted for the Karbon Excellence Award for Sustainability.

POSITION

Due to current demand and anticipated organizational growth AMLB has identified a need to conduct a search for the newly created role of Manager Cloud Finance Services. This role is crafted not only as a pillar of leadership but as a channel through which AMLB aims to redefine financial management and accounting services for a diverse portfolio of high-growth clients.

Working closely with the Co-Founders (Ally Ladha & Moez Bawania) and reporting to Moez the Manager Cloud Finance Services will lead coach and inspire a team of cloud finance professionals while fostering a collaborative inclusive and fun culture. The Manager will oversee the provision of high-quality and timely cloud finance services to clients while applying leading-edge innovative capabilities such as cloud technology and artificial intelligence (AI) to simplify automate and enhance work processes and outputs where possible. You will also be a key contributor to AMLBs strategic planning with an opportunity to lead initiatives to elevate the client and team member experience.

The ideal candidate will be an entrepreneurial and operationally oriented accounting leader with experience managing and mentoring a team and a proven record working with a diverse group of early-stage and/or mid-sized organizations experiencing significant growth and change. The candidate must be collaborative strategic and empathetic while possessing a high degree of integrity professionalism and self-motivation. In addition the ideal candidate will be relationship-focused tech-savvy results-oriented and data-driven with exceptional problem-solving and communication skills.

AMLB is a fast-growing and innovative organization with strong values progressive leadership and a collaborative purpose-driven and inclusive culture. This is a unique opportunity to join an organization on a significant growth trajectory and directly contribute to the organizations success. If you want to work at an entrepreneurial business where you will have the opportunity to make a real impact and gain experience using tools that are disrupting the way accounting is done you may be a great fit for AMLB.


THE PRIORITIES

The Manager Cloud Finance Services will have the following key priorities:

• People Leadership:You will lead a growing team of up to 10 remote finance professionals Bookkeeping Specialists and Cloud Accountantsowning the full people management lifecycle. This includes capacity forecasting interviewing hiring and onboarding new staff in collaboration with AMLBs HR team. You will also deliver ongoing technical and non-technical training to improve the teams service quality and communication. As a leadership team member you will contribute to the broader business culture and strategy cultivating a collaborative high-performance environment.
• Client Management:You will oversee a portfolio of growth-oriented clients in a wide range of industries across Canada ensuring that deliverables are timely accurate and aligned with client expectations. While you wont be responsible for initial onboarding in your first 90 days you will be copied on all client communication and expected to monitor for quality and risk including ad-hoc advisory needs. You will review year-end trial balances and working papers before theyre handed off to the tax team and work closely with the Payroll Lead to resolve any payroll-related issues raised by clients. Scope and billing conversations remain the responsibility of the Co-Founders but you will flag potential changes proactively.
• Process Improvement: You will collaborate closely with AMLBs Technology & Operations Specialist to enhance internal client service processes. Your mandate includes identifying operational inefficiencies improving workflow systems supporting the business QA program (without performing the actual monthly/quarterly bookkeeping reviews) and ensuring your team follows standardized high-quality practices. This includes utilizing AI to improve the quality and efficiency of client service delivery and drive sustainable growth without taking on tasks that belong to the bookkeeping or tax teams.
• Business Operations and Strategic Leadership: As a key member of the leadership team you will work directly with the Co-Founders and help shape business-wide decisions around business operations hiring strategy and culture. Your insights will contribute to capacity planning resourcing decisions and the overall evolution of the Cloud Finance Services function. AMLB actively supports innovation and you will be empowered to explore and implement AI-driven solutions such as using ChatGPT Plusto improve both client service delivery and internal efficiency. Youll be part of a team that values curiosity experimentation and human-first digital transformation.

CORE RESPONSIBILITIES

• Lead and manage a remote team of finance professionals (up to 10 Bookkeeping Specialists and Cloud Accountants) including participating in recruitment interviewing onboarding performance management and capacity planning in coordination with AMLBs HR function.
• Oversee client service delivery for a growing portfolio of growth-oriented clients in a wide range of industries across Canada ensuring timely and high-quality execution of recurring deliverables such as monthly/quarterly management reports sales invoicing vendor payments payroll coordination and HST filings.
• Review year-end trial balances and supporting working papers to ensure accuracy and completeness before handing them off to AMLBs Tax Specialists who prepare financial statements corporate and personal tax returns.
• Monitor and elevate the quality and timeliness of client communication by being copied on all client emails identifying potential gaps and coaching team members on service excellence. Youll also proactively flag any indications of scope expansion to the Co-Founders for pricing review.
• Resolve payroll-related issues by liaising with AMLBs dedicated Payroll Lead and clients as needed. While payroll execution is out of scope for this role ensuring satisfactory resolution of issues remains within your responsibility.
• Support and participate in client advisory work including leading ad hoc financial projects or light-touch CFO-level advice particularly when operational or financial challenges arise for clients that are outside the current service scope.
• Partner with AMLBs Tech & Operations Specialist to identify recommend and help implement process improvements in client service workflows internal documentation and standard operating procedures (SOPs).
• Champion AI adoption within the team with access to tools like ChatGPT Plus and support for ongoing AI learning. Youll be encouraged to test and apply AI solutions that improve internal efficiency and elevate client service delivery.
• Deliver training and mentoring to your team on both technical and non-technical topics to enhance performance drive consistency and encourage continuous learning.
• Provide leadership input into internal planning including hiring strategies and resourcing decisions and collaborate closely with the two Co-Founders to shape broader business strategy people practices and business culture.

IDEAL CANDIDATE PROFILE

The ideal candidate is an experienced accounting operations leader with a strong track record managing people processes and clients in a fast-paced cloud-based environment. They are entrepreneurial strategic and energized by leading high-performing teams while staying close to day-to-day operations and client needs.

• Experience & Background: At least 57 years of experience in a multi-client accounting environment ideally within a cloud accounting business or virtual CFO practice. Direct experience managing bookkeeping and accounting teams who support multiple clients simultaneously is essential with comfort leading diverse portfolios of early-stage or high-growth organizations across various sectors. Exposure to client advisory work is a strong asset.
• Leadership & Team Management: Proven ability to lead and mentor remote teams of accounting professionals including hiring onboarding performance coaching and delivering technical and soft-skills training. Experience in capacity forecasting and resource planning is important. A collaborative and inclusive leadership style is essential.
• Client-Facing Skills: Demonstrated ability to manage multiple client relationships concurrently focusing on communication quality deliverable oversight and service consistency. Able to spot client dissatisfaction or scope creep early and flag for escalation. Comfort representing the business at a senior level in client interactions including ad-hoc advisory engagements.
• Technical Proficiency: Strong familiarity with cloud-based accounting tools and platforms (e.g. QuickBooks Online Xero Dext WagePoint). Comfortable working in a remote tech-enabled environment with an ability to adapt processes using digital tools. Prior exposure to payroll oversight or coordination is a plus though execution is not required.
• AI and Innovation Orientation: Curious and future-forward with a desire to explore how tools like ChatGPT can enhance service delivery internal workflows and client outcomes. Eager to engage in continuous learning and support AMLBs commitment to embedding AI thoughtfully into operations.
• Communication & Judgement: Excellent written and verbal communication skills with the ability to simplify complex financial and operational concepts. Able to work closely with the Co-Founders and senior leadership to influence strategy culture and performance across the business. Demonstrates good judgment discretion and a high level of professionalism.
• Education & Credentials: A recognized accounting designation (CPA preferred) or equivalent experience. A bachelors degree in accounting finance or a related field is required.
• Work Environment Fit: Thrives in a remote-first fast-paced entrepreneurial setting. Self-motivated disciplined and resilientcomfortable operating autonomously while also contributing to a highly collaborative leadership team. Please note that the work location can be anywhere in Canada (remote working out of your home office). Toronto Ontario is the location of the Co-founders.

THE ATTRACTIONS

• The autonomy to lead a team of cloud accountants and directly contribute to the growth of an innovative fast-growing and aspirational organization.
• A trust-based culture which allows you to work from anywhere flexible hours half-days on Fridays in August and emphasizes results delivered over hours worked (they do NOT track time!).
• The chance to work in a fun entrepreneurial and collaborative environment for an organization with a strong growth mandate that embraces innovation and new ideas has an employee-focused culture forward-thinking leadership and an incredible upward trajectory including a performance bonus.
• The opportunity to join a diverse driven and talented team (check them out) in a role of significant impact and visibility. AMLBs Co-founders (former Fortune 500 executives) prioritize learning a collaborative culture and professional development through ongoing coaching and mentorship.
• Exposure to the latest technology with autonomy to test and explore new platforms and access to leading AI tools including ChatGPT Plus; significant investment in your AI learning journey to future-proof your career.
• As a highly client-facing role you will work with and have significant exposure to a diverse group of companies ambitious entrepreneurs and non-profit executives across Canada. Many clients are high-growth start-ups at various stages. You will get to work with owners directly and have excellent visibility into how these companies operate (pre-revenue to IPO).
• A comprehensive cost-shared benefits package that includes long-term disability and critical illness coverage a cell phone allowance a new laptop and a $500 contribution towards your home office set-up to make your workspace more comfortable.
• If you want to work at an entrepreneurial business where you will have the opportunity to make a real impact and gain experience using tools that are disrupting the way accounting is done this is an excellent opportunity.

Questions or want to chat further about the role Reach out to Megha Aganpal () Recruitment Consultant at OxfordRichmond.