Manager, Financial Planning

1 week ago

Edmonton, Alberta, Canada Spirit Employment & Training Edmonton Inc Full time
Director of Finance

Executive Director Location:
Edmonton,

Alberta Classification:
Permanent, Full-time

Reporting to the Executive Director, the Director of Finance performs the accounting and bookkeeping functions, following GAAP under the direction/ guidance of the Executive Director including managing the accounts payable and receivable functions, installing budgets as prepared by the Executive Director and Managers, payroll, all banking transactions, and assists with daily/weekly/ monthly/quarterly and annual internal and external financial reporting.

The Director of Finance ensures and maintains an effective and accurate financial management system, including accounting, budgeting, and reporting; Regardless of the job function within, all staff must work toward our goal of providing all Economic Development Officers who work for Indigenous communities and organizations access to:

Opportunities to network and serve their constituents in the area of economic development.

All employees may, at the discretion of the Executive Director, be requested to fulfill additional job functions, relevant to their duties and the best interests of the organization.


Job Duties Manages accounts payables and receivables including:
Develops and ensures maintenance of accounts payables and receivables using ACCPAC.

Completes the processing by posting transactions on a weekly basis, this ensure Company meet's quarterly reporting requirements for numerous projects and GST/HST reporting.

Schedules cheque processing according to commitments of Executive Director and Secretary-Treasurer, to ensure that the required two signatories are available for each cheque and negotiates with bank when only one signature is available.

July 2020 Page Tailors invoices to meet the needs of a diverse customer base (corporate Canada, governments, regional development agencies, members, stakeholders).

Ø Provides regular reporting on outstanding accounts receivables to Executive Director. Ø Manages collections, calls, and negotiates with customers to get outstanding invoices paid. Ø Under the direction of the Executive Director, arranges for inter-company. Processes advance and expense claims. Implements recommendations from audit management letter under the supervision of Executive Director. Ø Completes monthly general ledger reconciliation. Ø Develops and maintains cash flow projections for projects. Ø Coordinates banking including deposits, arranging transfers to different accounts and reconciling bank statements. Ø Assists in the preparation of the business plans and proposal budgets and cash flow statements.

Ø Develops and completes financial statements and various financial reports for weekly reporting to the Executive Director and for projects, presenting accurate and timely information regarding the organization's and projects' financial status.

Monitors project financial expenditures against funding agreements/budgets to ensure projects are on budget. Ø Identifies cashflow or project variance problems and reviews with appropriate manager and / or the Executive Director.
Manages bi-weekly payroll for all staff and contractors including:
Ensuring part-time / temporary employees' timesheets are completed correctly and approved by Managers prior to payment;
Setting up new employees in accounting system including correct statutory deduction setup; Including RRSP contributions bi-weekly through payroll for permanent staff as per Personnel Policy Manual;
Entering information into accounting system;
Maintaining accurate and current employee payroll files on computer system, including entering new employees into the system and ensuring all deductions for taxes and benefits, and salary rates are entered correctly; Remitting payroll deductions to the Receiver General monthly;
Communicating payroll policies to staff;
Calculating payroll information for record of employment and ROE for National Director sign-off.

Ø Develops and implements internal financial controls in consultation with the Executive Director and Managers and establishes and maintains accounting policies and procedures to ensure Generally Accepted Accounting Procedures are followed.

Ø Assists the Executive Director, with the management, accounting, and reporting of all revenue and expenditures.

Ø Maintains an accurate and up-to-date accounting system for all financial transactions and prepares regular statements to the Executive Director as required.

Ø Ensures that all financial transactions - all receipts of funds and all expenditures - are accounted for, consistent with individual projects/funding agreements and corresponding budgets.

Ø Monitors expenditures against budgets and ensures that the Executive Director is kept clearly and promptly informed of the relationship between budgets and expenditures.

Ø Coordinates annual audit process, creating a working papers folder, assisting the auditors with the audit and implementing the recommendations from the management letter as directed by the Executive Director.

Ø Deals with various Government agencies regarding GST, CPP and EI remittance, garnishees, and ensures that all remittances and taxes are properly administered, documented, and filed with the appropriate authority in a timely fashion.

Ø Handles a variety of other accounting tasks including processing advances and expense claims, managing petty cash, completing credit notes and assigning account numbers for new projects.

Contact with Members/Stakeholders/Candidates/Board Members, Committees and other External Stakeholders Ø Maintains regular contact with the Executive Director, staff, management and vendors and contact as required with members and other stakeholders.

Ø Maintains regular contact with board members, committee members and volunteers to manage reimbursement of expense claims. Ø Makes daily decisions regarding handling of a variety of accounting, financial

  • Manager - Financial Planning and Analysis

    7 days ago

    Edmonton, Alberta, Canada Alberta Blue Cross Full time

    Alberta Blue Cross is an Alberta based organization dedicated to delivering exceptional customer experience and community leadership. We're committed to providing the best health coverage to over 1.8 million members and take an active role in promoting wellness. We believe in what we do—and place trust in our employees to deliver our vision.Working at...

  • Director, Financial Planning

    7 days ago

    Edmonton, Alberta, Canada Government of Alberta Full time

    Role Responsibilities The Ministry of Transportation and Economic Development is looking for a Director - Financial Planning. Reporting to the Executive Director of Finance, the responsibilities of this Director position include overseeing the consolidated budget/business plan financial information, annual budget and monthly forecasts for the Ministry,...

  • Mgr, Financial Planning

    1 week ago

    Edmonton, Alberta, Canada CapitalCare Full time

    Mgr, Financial Planning (CAP0003BI)Primary Site: Corporate ServicesDepartment: FinancePosition Type: RegularGroup: OOS - MgmtFTE: 1Average Weekly Hours: 38.75Shift: DaysShift Hours:Unposting Date Nov 20, 2023Description:Reporting to the Finance Director and as an integral member of the Financial Planning team, the Manager, Financial Planning is responsible...

  • Manager - Financial Reporting, Planning and Analysis

    1 week ago

    Edmonton, Alberta, Canada Lifting Solutions Inc. Full time

    _Senior Accountant_Reporting directly to the Corporate Controller, the Manager of Financial Reporting, Planning and Analysis will be responsible for all facets of Financial Reporting, Planning and Analysis, the Annual Budget process and regular forecasting, both mid and long-range.Your primary purpose is to partner with your finance & accounting (FAIT) and...

  • Financial Advisor Associate

    7 days ago

    Edmonton, Alberta, Canada ATB Financial Full time

    Our bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...

  • Financial Planning Associate

    7 days ago

    Edmonton, Alberta, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Financial Advisor

    7 days ago

    Edmonton, Alberta, Canada ATB Financial Full time

    OUR BOTTOM LINE IS DIFFERENT.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...

  • Financial Advisor

    7 days ago

    Edmonton, Alberta, Canada ATB Financial Full time

    Our bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...

  • Financial Advisor

    1 week ago

    Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Grâce à votre formation, à vos compétences et à votre expérience, vous avez déjà obtenu du succès dans le secteur de la gestion du patrimoine. Mais avez-vous trouvé votre cabinet idéal, celui qui vous encourage à adopter un style de vie équilibré ainsi qu'à réussir sur le plan professionnel? Un cabinet qui vous permet d'offrir à vos clients...

  • Scotiamcleod Senior Financial Planning Associate

    1 week ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives.Ensures all activities conducted...

  • Manager, Capital Planning

    7 days ago

    Edmonton, Alberta, Canada Government of Alberta Full time

    Role Responsibilities Alberta Education, with technical input from Alberta Infrastructure, reviews submissions from school boards for new building and building renovation projects to determine priorities for capital funding decisions as part of the Alberta Government's capital plan. In addition to developing the provincial school capital plan, Alberta...

  • Manager, Capital Planning

    1 week ago

    Edmonton, Alberta, Canada EPCOR Full time

    Highlights of the jobWe are hiring one (1) Full Time, Permanent Manager, Capital Planning & Analysis position working out of Edmonton, AB.What you'd be responsible for Providing input to the EPCOR Water Services Capital plans and directions. Developing and implementing appropriate deliverables within the context of the Capital business plan. Ensuring that...

  • Manager, Corporate Planning

    7 days ago

    Edmonton, Alberta, Canada AIMCo (Alberta Investment Management Corporation) Full time

    CLOSING DATE: May 7, 2024OpportunityIn this role, you will be reporting to the Director of Corporate Planning and collaborating with various business areas to develop and maintain a balanced scorecard framework for the organization. You will also lead various aspects of the corporate planning process to formulate the Annual Integrated Corporate Plan,...

  • Manager, Financial

    7 days ago

    Edmonton, Alberta, Canada Credit Union Deposit Guarantee Corporation Full time

    The Credit Union Deposit Guarantee Corporation (the Corporation) is a small government business enterprise thatguarantees deposits and provides risk-based regulatory oversight to enable a safe and sound credit union system in Alberta.Our primary roles include: Providing a 100% guarantee of deposits held with Alberta credit unions** Regulating credit unions...

  • Agile IT Project Manager

    7 days ago

    Edmonton, Alberta, Canada Cashco Financial Full time

    Project Management involves a variety of essential features that help teams collaborate effectively and achieve their goals. This role will be essential to the success of the business, ensuring that we fulfill on our purpose to _End Financial Exclusion_, and be a key player in _Putting 1 million Canadians on the path to Financial Health_.The Agile IT Project...

  • Wealth Advisor

    1 week ago

    Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Wealth Advisor With your background, skills and experience you've already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients? ...

  • Manager, Financial Accounting

    1 week ago

    Edmonton, Alberta, Canada WJS Canada Full time

    In Your Role You Will Financial analysis - work with program managers to understand their financial statements and provide financial insights about spending trends, cost-savings initiatives, and margin opportunities. Train/assist internal program management in financial reporting and budget preparation that comply with agency policies and procedures....

  • Manager, Financial Accounting

    7 days ago

    Edmonton, Alberta, Canada WJS Canada Full time

    In Your Role You Will Financial analysis work with program managers to understand their financial statementsand provide financial insights about spending trends, cost-savings initiatives, and margin opportunities. Train/assist internal program management in financial reporting and budget preparation that comply with agency policies and procedures. Focus on...

  • Financial Controller

    1 week ago

    Edmonton, Alberta, Canada Red Seal Financial Ltd. Full time

    This is an in-person, in-office position. This role will be based 50% out of Nisku, AB and 50% out of downtown Edmonton. This role is appropriate for a designated CPA with 6 to 10 years of POST designation experience.Company descriptionRed Seal offers Fractional CFO and Contract Controller services to mid-sized enterprises using a team-based approach.Our...

  • Manager, Financial Services

    1 week ago

    Edmonton, Alberta, Canada Executrade Full time

    Manager, Financial Services Edmonton, ABManager, Financial Services - Edmonton My clients is currently seeking an innovative and results-oriented individual to join their team. You will play a key role in the financial reporting of Projects & Fixed Assets for this TSX listed company. This is a hybrid role with a great culture, job security and opportunity...