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Dementia-Society-Logo-2020
Dementia-Society-Logo-2020

Financial and Reporting Manager

POSITION:                 Financial and Reporting Manager (FRM)

STATUS:                    Full Time, Permanent

ENVIRONMENT:        Virtual and Remote

REPORTS TO:           Director of Operations

The Dementia Society of Ottawa and Renfrew County (DSORC) is a not-for-profit charitable organization that was founded in 1980. DSORC helps people in Ottawa and Renfrew County impacted by dementia by providing guidance and support, social programs and peer engagement, education, and information and resources to more than 5,000 people each year within the geographic area of the City of Ottawa and Renfrew County.

Job Summary

The FRM is responsible for the preparation and distribution of various financial statements to internal and external stakeholders, maintenance of the organization’s general ledger, and ensuring that all transactions and documentation comply with Generally Accepted Accounting Principles (GAAP).  The FRM provides leadership and is accountable for financial planning and forecasting, budgeting, reporting and analysis, and for efficient and effective financial management activities including payroll, banking and compliance. 

The Finance Manager is an experienced accountant with knowledge of not for profit accounting principles and reporting requirements. Reporting to the Director of Operations, and working closely with the Board’s Finance Committee and Senior Leadership Team (SLT), the Finance Manager develops, executes and oversees all aspects of accounting and financial reporting, providing leadership and guidance to ensure accurate and timely statements and evidence-based decisions.

Quantitative and analytical, the FRM is detail-oriented and ensures that financial data is current and accurate. The FRM also has excellent oral and written communication skills and is able to effectively convey information to different groups as well as to develop reports. The Financial Reporting Manager is able to manage many different priorities at once, meeting frequent deadlines, and is able to adjust to changing organizational and stakeholder requirements The Manager brings credibility, energy, organization and efficiency to this portfolio including detailed analyses, forecasting, and recommendations.  The FRM works closely with and supervises the Finance Coordinator.

Responsibilities:

Prepare Reports and Financial Statements

The Financial and Reporting Manager facilitates the entire process of preparing important reports and statements by gathering and documenting data and reviewing reports for regulatory compliance. The FRM standardizes the reporting process while also working to improve and streamline it. The FRM prepares and reviews all statements and filings.

  • Coordinate with various teams and perform complex analysis and prepare reports to summarize financial data
  • Manage the preparation and distribution of internal and external financial statements and reports, maintaining the highest quality, reliability and accuracy.
  • Manage all Government statutory returns

Ensure Regulatory Compliance and Effective and Efficient Financial Management

Highly knowledgeable in financial reporting procedures, federal and local laws and regulations and organizational policies, the FRM ensures that the entire company is compliant and successfully passes annual external audits. Should any non-compliance issues surface, the FRM assesses and resolves these issues.

  • Coordinate the Company's annual audit with the independent auditors.
  • Develop and maintain the integrity of the financial reporting process and financial controls.
  • Working with other areas of the organization, ensure that financial management activities are efficient and effective and reflect best practices.
  • Monitor legislation, regulations, policies, procedures and best practices applicable to financial reporting and operations and implement relevant changes.
  • Coordinate, develop and update written policies and procedures over the financial reporting process.
  • Maintain and strengthen internal controls over financial reporting.

Oversee Accounting and Payroll Activities

Working very closely with the Finance Coordinator, oversees all accounting and payroll activity, ensuring compliance and resolving any reporting errors or discrepancies.

  • Manage daily activities for Accounting and payroll
  • Manage monthly closing process, including reconciliations and analysis of related accounts.
  • Manage the annual budget and all related activities

Systems

  • Lead the financial systems upgrade projects including research, implementation, and training.

Advise Management

The FRM supports the SLT in strategic decisions by reporting and advising on DSORC finances.  

  • Oversee the organization's budget process; establish timelines; provide support to the Senior Leadership Team.
  • Prepare annual budgets, update forecasts, and interpret all operating results.
  • Communicate and collaborate with Directors to stay abreast of budgeting, expenditures, reporting and analysis within their areas of responsibility.
  • Develop financial models and reporting tools to identify opportunities and risks including areas of potential investment or cost savings.
  • Develop and maintain forecast models for income statement, balance sheet and cash flow statement
  • Provide financial analysis related to DSORC’s programs and projects as required.

Knowledge, Skills, and Experience

Required

  • Chartered Public Accountant designation
  • 5+ years’ progressive experience in accounting or financial management
  • Managerial experience, ideally in the not-for-profit sector
  • Knowledge of best practices in internal controls, planning, budgeting, and forecasting
  • Solid business and financial analytical skills including problem identification and resolution
  • Excellent verbal communication and report writing skills
  • Attention to detail and a high degree of accuracy.
  • High level of integrity, confidentiality, and accountability.
  • Strong work ethic and positive and collaborative approach.
  • Sound planning, prioritization, and execution skills.
  • Superior Excel skills and proficiency with Microsoft Office

Desired/Strongly Preferred

  • Bachelor's Degree in Accounting or Finance
  • Experience with Ministry of Health and Long Term Care reporting
  • Experience with Microsoft Dynamic GP
  • Bilingualism
  • Proven ability to manage large sets of data
  • Strong understanding of not for profit reporting principles

Please forward your resume and cover letter with the subject line “Finance and Reporting Manager”, stating your salary expectations to info@dsorc.org no later than 4:00pm March 5th, 2021.  We thank all applicants for their interest, but only those selected for an interview will be contacted.  No phone calls please.

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