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Financial Administrator

3 months ago

Edmonton, Alberta, Canada Pinnacle Business Services Ltd. Full time

About Us:

Pinnacle Business Services Ltd. is a wholly owned subsidiary of Apeetogosan (Métis) Development Inc (AMDI). We are committed to providing professional, efficient, and effective business advisory assistance to the Alberta Indigenous business community
.
Pinnacle Business Services Ltd. (PBS) was incorporated in 1993 to provide professional business advisory services to the Alberta Indigenous business community.

The corporation's primary focus is to assist the Indigenous people of Alberta to achieve economic self-sufficiency through the successful creation and operation of their own for-profit business enterprises.

The Financial Administrator position will report directly to the Manager of Pinnacle Business Services Ltd. Our team supports Apeetogosan (Métis) Development Inc. by providing consultation to applicants. PBS accomplishes this by providing detailed business plans and accounting services for AMDI clients. Duties include bookkeeping, payroll, reconciliations, grant claim submission, disbursement requests, and general administration support.

Key Responsibilities:

  • Bookkeeping
  • Using Sage 50 Accountant to complete monthly bookkeeping tasks which include but are not limited to data entry, bank reconciliations, payroll, and GST submissions. Work closely with clients to obtain information timely while providing excellent customer service.


 MEAP Claims
  • Work with clients to ensure all receipts and proof of purchase are submitted for grant funded projects. Work closely with the MEAP Coordinator.


 Disbursements
  • Requesting disbursement of funds to our clients on approved funding. Working with AMDI's Loan Department to ensure timely flow of information for our clients.


 Loan Administration
  • Track the status of funding. Work with clients to finalize their projects in the period allotted.


 Business Plans
  • Assist with Business Plans when needed.
  • General Administrative duties as required.

Requirements:

  • Experience working for an Aboriginal Financial Institution
  • A minimum of five years experience in a role that supports lending programs
  • Experience bookkeeping for small to medium sized business and sole proprietors
  • Proficient in Sage accounting software
  • Excellent verbal and written communication skills
  • Exceptional customer relationship management skills
  • Intermediate knowledge of Microsoft Suite of Products (Excel, Word, Outlook, Teams)

Competencies:

-
Attention to Detail_ _- the ability to work thoughtfully and carefully to produce work that is complete and error-free_

  • Develops a detailed project plan to ensure that an assignment or project is undertaken in a timely and efficient manner

-
Relationships_ _
  • Effectively building formal and informal relationship networks inside and outside the organization_
  • Builds strong customer focused relationships
  • Draws upon multiple relationships to exchange ideas, resources, and knowhow

-
Collaborative Work_ _
  • Building partnerships and working collaboratively with others to meet shared objectives_
  • Works cooperatively with others across the organization to achieve shared objectives
  • Partners with others to get work done
  • Represents own interests while being fair to others and their areas

-
Communicates Effectively_ _
  • Developing and delivering multimode communications that convey a clear understanding of the unique needs of different audiences_
  • Is effective in a variety of communication settings
  • Attentively listens to others
  • Provides timely and helpful information to others across the organization and stakeholders
  • Encourages the open expression of diverse ideas and opinions

-
Ensures Accountability_ _
  • Holding self and others accountable to meet commitments_
  • Follows through on commitments and makes sure others do the same
  • Acts with a clear sense of ownership
  • Takes personal responsibility for decisions and actions, learning from situations
-
Optimizes Work Processes_ _
  • Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement_
  • Designs processes and procedures that allow for efficient client management
  • Seeks ways to improve processes, from small tweaks to complete reengineering
-
Plans and Aligns_ _
  • Planning and prioritizing work to meet commitments aligned with organizational goals_
  • Plan weekly and monthly workload to ensure deadlines of clients and internal stakeholders are met
  • Explains technical content in a manner that enables nontechnical audiences to understand it and in an accurate and appropriate manner
  • Uses correct spelling, grammar and punctuation
-
Upholds Integrity and Respect_ _
  • Exemplifies ethical practices, professionalism and personal integrity_
  • Creates respectful and trusting work environments
  • Encourages the expression of diverse opinions and perspectives, while fostering collegiality

Pay:
From $60,000.00 per year

Benefits:

  • Casual dress
  • Dental care
  • Employee ass