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Financial Planning and Analysis Manager

2 months ago


Hamilton, Ontario, Canada The Pod Group Full time
Job Summary

We are seeking a highly skilled and experienced Financial Coordinator to join our team at The Pod Group. As a key member of our organization, you will be responsible for managing payroll and day-to-day bookkeeping, maintaining accurate records, and working closely with our Executive Director to secure new sources of funding.

Key Responsibilities
  • Financial Planning and Management
    • Develop, manage, and evaluate the annual budget in conjunction with the Executive Director and Governance Council Finance Committee.
    • Coordinate and attend Governance Council Finance Committee meetings.
    • Develop and review the financial policies and procedures of the organization in conjunction with the Executive Director.
  • Financial Reporting and Compliance
    • Prepare and report budgeted and actual revenues and expenditures, and year-end forecasts, monthly to the Finance Committee, Governing Council, and to staff.
    • Coordinate with auditors to ensure the preparation of annual audited financial statements.
    • Ensure the submission of the annual charitable return to the Canada Revenue Agency.
  • Payroll and Accounting
    • Maintain books and process payroll, including issuing T4s, ROEs, etc., and ensure accrual-based accounting in accordance with GAAP.
    • Ensure the allocation of revenues and expenses to appropriate programme and/or fund categories.
  • Grant Compliance and Fund Development
    • Work closely with the Executive Director to secure new sources of funding for the organization.
    • Develop and review grant applications and reports.
Requirements
  • Education and Experience
    • Three (3) to five (5) years combined relevant experience and education in Accounting or Finance with knowledge of GAAP.
    • Have or are working towards a professional accounting designation (CMA, CGA, CA, CPA).
  • Skills and Abilities
    • Strong organizational and administrative skills.
    • Experience with financial analysis, demonstrated knowledge of accounting practices, and knowledge of non-profit funding guidelines.
    • Experience with payroll and understanding of employment standards in Ontario.
    • Ability to create timely and accurate budget and financial reports and statements in accordance with non-profit accounting standards.
    • Ability to coordinate yearly audit of financial records with auditors.
    • Excellent interpersonal skills, including the ability to work in a team environment and establish effective working relationships.
    • Proficient in computer software applications, payroll, and accounting software, including MS Office, Ceridian PowerPay, Quickbooks, spreadsheets, and database programs.
About The Pod Group

The Pod Group is a creative consulting group that provides customized and innovative solutions to support our client's growth and ultimate success while promoting the integration of equity, diversity, inclusion, and belonging in creating culture and engagement.

We balance strategy and people to help community organizations make better use of their resources by focusing on building the competencies to promote people-centric organizations.

The Pod Group has great success in serving a number of community sectors, including health, social services, developmental, housing, mental health, and community health care.

We promote a unique approach while incorporating marketing and human resources as an integral component of strategy, mission, and vision. This focus aligns strategy with the development of a culture that embraces all stakeholders and a community spirit while ensuring an effective plan that meets the requirements of the organization.