Coordinator, Finance

4 weeks ago


North York, Canada Ontario Professional Planners Institute Full time

**PRIMARY CONTRIBUTION**

The **Coordinator, Finance & Administration** is a key driver of the fiscal and administrative excellence of the organization. Through the strategic management of finance, enterprise development, administration and information technology, the individual in this role ensures that all financial and administrative matters promote the efficient operation of the organization, and are handled in accordance with all organizational standards.

**PRINCIPAL RESPONSIBILITIES & DUTIES**
- Efficiently manage all day-to-day accounting functions including accounts payable/receivable, cash management, invoicing, receipts and refunds, government and tax remittances, bank and credit card reconciliations and month-end close, while ensuring GAAP compliance in all financial activities.
- Ensure all finance activities are compliant with Canadian standards for not-for-profit organizations and that sound internal control processes are in place and managed accordingly.
- Produce monthly financial statements to enable OPPI leadership to track progress against annual goals.
- Produce detailed quarterly financial statements for the Board of Directors including actuals vs budget, forecasts and variances.
- Maintain the digital filing and record keeping systems of Finance team and association as a whole as required.
- Manage the Institute’s physical space and related systems acting as primary contact for office equipment, IT infrastructure and tenant related inquiries, ensuring equipment is always in good working order and that office supplies are stocked as needed.
- Coordinate and implement meeting management for corresponding OPPI committees/task forces/etc., including scheduling, notifications, agenda development and distribution, minute taking, meeting logistics, and development of an annual master meeting schedule.
- Promptly identify and escalate issues that may expose the organization to risk.
- Perform other duties as required to achieve organizational goals.

**REQUIRED SKILLS & QUALIFICATIONS**
- Post-Secondary Degree and currently in the CPA program.
- Minimum 3 years work experience in a similar role, preferably in a non-profit environment.
- Proficiency with Microsoft Office and web-based tools, including database management, accounting software, website navigation and social media platforms
- Oral, written, and presentation / communications skills

**TASK & TIME ALLOCATION**
- 40% Financial Operation and Reporting _(accounting software, MS Excel, web-based reporting and analytics tools) _
- 40% Administrative Operation _(Office space, equipment and IT infrastructure)_

**REPORTING STRUCTURE & WORK SETTING**

**Reports To**:Director, Operations & Finance

**Direct Reports**: None

**Physical / Environment**: Hybrid (2-3 times a week in office)

90% Stationary Position, operate a computer / phone

10% Move/Traverse, attend internal and external meetings

**Hours of Work**:Core business hours of the Institute are Monday to Friday, 8:00 am to 6:00 pm. Staff are expected to work 35 hours per week within these core business hours.

**EQUAL OPPORTUNITY EMPLOYMENT STATEMENT**
- As an equal opportunity employer, OPPI does not discriminate based on disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law. We actively seek to break down barriers that stand in the way of any individual achieving their full potential and succeeding based on their own merit._

**Job Types**: Full-time, Permanent

Pay: $24.00-$27.00 per hour

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

Work Location: In person


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