Financial Team Lead

2 weeks ago


Halifax, Canada Forward Creative Inc. Full time

Forward Creative is dedicated to shaping a more prosperous future for Atlantic Canada. By partnering with governments, non-profits, and ambitious businesses, we tackle complex challenges and transform bold ideas into lasting change.Our mission is simple but powerful: to empower our clients to be a force for good. We provide the strategy, the people, and the tools needed to bring high-impact projects to life. Creativity and courage fuel everything we do—because that’s what it takes to drive growth, improve quality of life, and build momentum toward a brighter tomorrow.We act with intention, leading initiatives from infrastructure and economic development to organizational transformation. But we don’t stop at strategy. Our work is grounded in a deep commitment to community well-being, uncompromising integrity, and a culture of inclusion.At Forward Creative, we exist to turn vision into reality—and to build a stronger future for Atlantic Canada, one initiative at a time.We’re hiring a CPA – Financial Team Lead to bring structure, clarity, and leadership to our internal and client-facing finance operations. From reviewing books and tax filings to guiding our bookkeeping team and advising clients, you’ll help keep the numbers sharp and the systems running smoothly. This role is perfect for a CPA who loves to turn complexity into clarity—someone who’s just as comfortable reviewing financial statements as they are streamlining a messy process or supporting a teammate. You’ll lead with accuracy and insight, while keeping things practical, collaborative, and human. You’ll shape systems, offer strategic guidance, and make sure the financial side of our work is built to support smart, sustainable growth—for us and for our clients.Key Responsibilities:Lead financial strategy both internally and for clientsOversee day-to-day financial operations for Forward Creative, including bookkeeping, monthly closings, and reportingLead the review and finalization of financial records for client accounts, ensuring accuracy, compliance, and consistencyManage and mentor a team of bookkeepers, ensuring quality control, support, and workflow efficiencyOversee the preparation and filing of corporate and personal taxes, GST/HST, and payroll remittances (internal and client-side)Provide financial consulting and analysis for clients, including forecasting, budgeting, and strategic insightsSupport new client onboarding and system set-up (chart of accounts, software, file organization, cleanup if needed)Create and maintain SOPs and internal systems to support team scaling and sustainable workflowsCoordinate with leadership on business planning, cash flow, and financial forecastingStay informed on Canadian accounting standards, CRA regulations, and tax planning opportunitiesLead or support CRA audits and communications when neededEnsure all deadlines are met, all filings are submitted, and nothing falls through the cracksYour Skills & Experience:CPA designation in good standing (Canada)5+ years experience in accounting, with a mix of public practice and in-house or client-based workStrong knowledge of Canadian tax compliance (corporate, personal, HST/GST, payroll)Proven experience managing a finance or accounting teamProven experience working with municipalities, non-profits and businessesConfident working in cloud-based accounting platforms (QuickBooks Online and ERP systems)Proficient in Excel or Google Sheets for budgeting, forecasting, and data reviewStrong communication skills—you can translate financial info for clients and teammates alikeDetail-oriented with strong time and project managementWhat You Bring:You’re a strategic thinker with operational instincts—you don’t just fix problems, you prevent themYou care about clarity—you want clients and teammates to understand their financesYou’re steady and accountable—you follow through and get things doneYou’re a systems-minded leader—you think in processes, workflows, and sustainable improvementsYou enjoy coaching and mentoring—you’re here to help the team grow and succeedYou’re calm under pressure and great at managing priorities without losing sight of the detailsYou believe financial systems should support creative and purpose-driven work—you’re here to make it possibleBenefits:Health and dental coveragePaid sick leaveVacation Commission OpportunityBonus structure based on performance and impact Growth & Learning:Onboarding and coaching from senior team leadsProfessional Development Hours (PDH)Purpose-driven work across government, community, and business sectors We are a high-performing team with real opportunity for leadership and impact. Be part of a collaborative, future-focused environment.Join Forward Creative Inc. todayWe are committed to providing an inclusive and accessible application process for all candidates. If you require any accommodations to participate in our application process, please reach out to us at careers@forwardcreative.ca. We are here to assist you and ensure that you have the best possible experience.We acknowledge that we are in Mi’kma’ki, the ancestral and unceded territory of the Mi’kmaq People. This territory is covered by the “Treaties of Peace and Friendship” which Mi’kmaq and Wolastoqiyik (Maliseet) Peoples first signed with the British Crown in 1725. We are all Treaty people.PI0c67c8428369-30511-38624345


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