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Manager, Finance & Operations
Ombudsman for Banking Services and Investments
Toronto, CAN
Full-time
Senior · 7+ years experience
Hybrid
CAD 120000-140000 yearly / year
Discovered 4 days ago
Microsoft Dynamics Business CentralMicrosoft Office
Key Skills for This Role
Microsoft Dynamics Business CentralMicrosoft Office
Full Job Posting
Duties and Responsibilities
- OBSI’s Manager, Finance and Operations is responsible for leading the day-to-day financial operations of OBSI and ensuring the organization maintains sound financial management practices, strong internal controls, accurate reporting, and effective budgeting processes. The manager also plays a key leadership role in ensuring continuity of OBSI’s office and membership administration.
- The Finance Manager provides timely insights, supports decision-making, and identifies opportunities to improve efficiency, effectiveness, and stewardship of organizational resources.
- As a leader of the Finance team, the Manager, Finance and Operations is responsible for:
- Financial Management and Reporting Leading monthly, quarterly, and annual financial reporting activities Preparing financial statements and supporting schedules Analyzing financial results and providing insights on trend and variances Monitoring organizational performance against budget and forecasts Supporting preparation of management reports and board reporting packages
- Leading monthly, quarterly, and annual financial reporting activities
- Preparing financial statements and supporting schedules
- Analyzing financial results and providing insights on trend and variances
- Monitoring organizational performance against budget and forecasts
- Supporting preparation of management reports and board reporting packages
- Audit, Compliance and Internal Controls Coordinating external audits and year-end activities Maintaining strong internal control frameworks Ensuring compliance with regulatory requirements and organizational policies Supporting risk management and control improvement initiatives
- Coordinating external audits and year-end activities
- Maintaining strong internal control frameworks
- Ensuring compliance with regulatory requirements and organizational policies
- Supporting risk management and control improvement initiatives
- Budgeting and Forecasting Coordinating annual budget development Supporting department leaders in building and managing budgets Preparing forecasts and scenario analyses
- Coordinating annual budget development
- Supporting department leaders in building and managing budgets
- Preparing forecasts and scenario analyses
- Financial Operations Overseeing accounts payable, accounts receivable, payroll coordination Ensuring all financial transactions are processed accurately and efficiently Monitoring cash flow requirements and funding needs Managing banking relationships
- Overseeing accounts payable, accounts receivable, payroll coordination
- Ensuring all financial transactions are processed accurately and efficiently
- Monitoring cash flow requirements and funding needs
- Managing banking relationships
- Membership administration and support Managing the administration of OBSI firm membership processes Managing membership fees and billing processes Managing firm inquiries and new firm onboarding Ensuring accurate membership firm recordkeeping including timely processing of new firms and resigning firms
- Managing the administration of OBSI firm membership processes
- Managing membership fees and billing processes
- Managing firm inquiries and new firm onboarding
- Ensuring accurate membership firm recordkeeping including timely processing of new firms and resigning firms
- Office Management and Administration Leading day-to-day office administration activities Managing relationships with office vendors and service providers Managing office facilities, supplies, equipment, and contracts Supporting health and safety administration Managing the organization and execution of all organizational activities and events
- Leading day-to-day office administration activities
- Managing relationships with office vendors and service providers
- Managing office facilities, supplies, equipment, and contracts
- Supporting health and safety administration
- Managing the organization and execution of all organizational activities and events
- Process Improvement and Technology Identifying opportunities for automation and process improvement Improving reporting systems and financial workflows Supporting ERP and reporting platform enhancements Leveraging technology to improve efficiency and scalability
- Identifying opportunities for automation and process improvement
- Improving reporting systems and financial workflows
- Supporting ERP and reporting platform enhancements
- Leveraging technology to improve efficiency and scalability
- Effective Team leadership Building a high-performance finance team capable of supporting organizational growth Fostering accountability, collaboration, continuous learning, and strong service standards Mentoring Finance staff
- Building a high-performance finance team capable of supporting organizational growth
- Fostering accountability, collaboration, continuous learning, and strong service standards
- Mentoring Finance staff
- Projects Contributing to organizational projects as required
- Contributing to organizational projects as required
Key Qualifications, Abilities, and Skills
- Education CPA designation required Post secondary education in accounting
- CPA designation required
- Post secondary education in accounting
- Experience 7+ years of progressive finance experience including managing budgeting and forecasting processes Experience supporting senior leadership decision-making Experience with audits and compliance
- 7+ years of progressive finance experience including managing budgeting and forecasting processes
- Experience supporting senior leadership decision-making
- Experience with audits and compliance
- Competencies Superior interpersonal skills Ability to effectively prioritize tasks Superior professional communication skills Demonstrated ability to effectively prioritize complex tasks and to successfully manage multiple simultaneous projects under pressure Proficiency in Microsoft Dynamics Business Central Strong proficiency in the Microsoft Office suite of programs, as well as a demonstrated commitment to maximizing productivity through information technology and continuously improving information technology skills Proven leadership, organizational development and teambuilding skills
- Superior interpersonal skills
- Ability to effectively prioritize tasks
- Superior professional communication skills
- Demonstrated ability to effectively prioritize complex tasks and to successfully manage multiple simultaneous projects under pressure
- Proficiency in Microsoft Dynamics Business Central
- Strong proficiency in the Microsoft Office suite of programs, as well as a demonstrated commitment to maximizing productivity through information technology and continuously improving information technology skills
- Proven leadership, organizational development and teambuilding skills
About Ombudsman for Banking Services and Investments
Legal Services121 employeesFounded 1996
Canada’s independent nonprofit financial ombudsman resolves banking and investment disputes for consumers and small businesses.
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