Financial Analyst/ Coordinator

Balsam Financial Analyst/Coordinator
Do you care deeply about the people you serve, and do you have experience managing and growing a successful organization that makes a difference? If so, Balsam might be the place for you
Since 1980, Balsam has contributed to the community living movement with dedication supporting individuals with intellectual disabilities, physical disabilities, and mental illness. We are a place to live for those who require assistance and an employer of choice for caregivers. Here, loved ones are safe, cared for, and respected by compassionate professionals.
Balsam is not only thriving supporting people with intellectual and physical disabilities and mental illness, we are also growing If you want to part of making a difference, this may be the position you are looking for
Financial Analyst/Coordinator
Balsam is seeking a Finance Coordinator who is responsible for handling and maintaining all aspects of the account receivables, the accounting duties to maintain programming and assists in other areas of accounting as needed
The Finance Coordinator is accountable to the Finance Manger for their performance.
What youll be doing
- Responds to queries regarding client funding.
- Reviews and approves staff/ person served mileage claims, remits all milage to DCS.
- Provides analysis of staff hours to Executive as required.
- Remits staff union training hours for payment to the unions.
- Attends Accounting and Community Support Meetings as required.
- Updates our Master Allotment Spreadsheet with funding changes and participant deductions. Submits to DCS for payment.
- Creates a collaborative relationship through positive communication with DCS regarding accounts receivable.
- Provides back up to Account Receivable functions related to the Master Allotment Spreadsheet
- Reconciles between billed allotments and allotment expenses and completes the Community Support Services account reconciliation.
- Participates in the Financial Audit.
- Can provide insights on how to the department and organization are performing through a financial lens.
- Develops and updates procedures as required.
- Participates in special projects as they arise and can backfill for the team when required.

**Wed love to work with you if you have**:
**Education and Experience Required**:

- Professional Certificate or Diploma in accounting or relevant work experience is required.
- Experience working with detailed spreadsheets, analysis, and reconciliation.
- Advanced Microsoft Office including Excel, Teams, Outlook, Word, and SharePoint.
- Comprehensive working knowledge of accounting terminology, procedures and Canadian accounting principles.
- Willingness to comply with all company policies and financial regulations including payroll administration rules when required.
- Experience with online accounting systems considered an asset.
- Experience with payroll systems considered an asset.
- Exceptional communication in English is required, speaking, writing and comprehension.
- Able to work overtime during budgeting, audits etc.

**Skills and Knowledge**:

- Job Knowledge: Commitment to improve knowledge level and to remain current with new developments or procedures. Has the aptitude to readily grasp job requirements. Is ready, willing and able to support the organization through change as it relates to finance and accounting.
- Attendance/Punctuality: Attends on site work on a consistent basis and adheres to appointed time schedules.
- Adheres to Policies: Complies with all regulations, policies, and procedures required by the organization or legislation.
- Manageability: Responds productively to coaching and directions of supervisor or manager.
- Mission, Vision, and Values: Behaves in a way that is consistent with the organizations Mission, Vision, and Values.
- Respectful Workplace: Treats everyone with dignity and respect and appreciates the value that each person brings. Contributes to a welcoming and inclusive environment.

**Competency requirements and Expectations**:

- Excellent time management, organizational inter-personnel skills.
- Detail oriented, inquisitive, and pragmatic.
- Planning and Organizing.
- Excellent Communication skills.
- Team player.
- Strong analytical skills with a high level of accuracy and efficiency.
- Able to effectively interpret and report on complex financial data.
- Courteous, profession manner, and strong customer service skills.
- Ability to meet deadlines and to work independently with mínimal supervision.
- Must work with discretion, confidentiality and ethical behaviour while dealing with sensitive information.

At Balsam, we are committed to creating a culture of inclusion and belonging in all of our communities. We appreciate and embrace unique perspectives from lived experiences and all backgrounds that can be shared with others, to learn from and to grow from. We welcome you.
**Additional Information**:
Competitive salary, benefits, and pension package
**Please note*