Workflow Manager
6 days ago
**Role**
Workflow Managers oversee a team of Associate and Lead Bookkeepers to complete full-service bookkeeping services for external clients. The Workflow Manager is responsible for the overall quality and completion of client files from their direct reports and is expected to hold their team members accountable to performance metrics. WFM’s oversee the workload and capacity planning for the team, collaborating with other WFM’s and Lead Client Advisors to ensure all teams are able to meet their client commitments and performance metrics.
**Responsibilities**
- Manage the overall workload of bookkeeping services; delegating work accordingly to team members, and monitoring the overall capacity of the team utilizing Karbon budgets
- Oversee the submission of HST filings and payroll
- Monitor and evaluate ongoing performance metrics of team members, supporting with the development of performance improvement plans when required, and holding team members accountable for achieving their targeted outcomes
- Complete semi-annual performance reviews of team members
- Chair a weekly strategy/accountability call with the team to outline the objectives for the week and to review the team performance from the week before
- Complete weekly check ins with each individual report
- Attend a weekly workflow manager strategy/accountability call with the Director
- Correspond with multiple clients as part of ongoing service offering as needed
- Recruiting and onboarding of new employees and ongoing training for full team
- Onboarding of new clients
- Chair additional team meetings when applicable
- Supporting the year-end accounting team with file preparation and questions
- Prepare Ignition proposals for monthly clients for additional services as required
- Ownership over the quality control of client files from preparing team
**Results**
- On-time and accurate completion of client files
- Address constraints related to the completion of files to meet deadlines
- Self-review of completed bookkeeping files to proactively address errors or omissions
- Manage team capacity and address related issues
- Capacity Expectation is broken down as: 30% Capacity planning and workflow: 30% Team management & support, 25% Client management, 15% Meetings, projects, & general admin.
- Manage team members scheduling, time off and personal requests.
**Requirements**:
- Expert experience with bookkeeping methodology and systems HST and payroll
- Experience and confidence in leading a team
- Comfort dealing with client concerns and issue resolution
- Ability to manage multiple priorities under timeline constraints
- Strong communication skills for client and team interaction
-
Migration Workflow Manager
2 weeks ago
Peterborough, Canada Gauvreau & Associates Full time**Overview**: Gauvreau's migration team specializes in transferring key client accounting data from legacy financial systems and bringing it into our chosen cloud solution QuickBooks Online (QBO). We have partnered with various software developers to work alongside them in moving clients into the cloud in a successful way that minimizes downtime and provides...
-
Collision Center Manager
3 weeks ago
Peterborough, Canada CSN Collision Full timeAbout CSN Collision CSN Collision safely repairs more than 200,000 vehicles a year helping Canadians get back on the road with the trust and comfort of knowing their vehicle has been returned to like new condition. Since 2002, CSN has grown to become the leader in collision repair with 400+ collision repair Centers across Canada, USA and Italy. Job Summary...
-
Collision Center Manager
3 weeks ago
Peterborough, Canada CSN Collision Full timeAbout CSN Collision CSN Collision safely repairs more than 200,000 vehicles a year helping Canadians get back on the road with the trust and comfort of knowing their vehicle has been returned to like new condition. Since 2002, CSN has grown to become the leader in collision repair with 400+ collision repair Centers across Canada, USA and Italy. Job Summary...
-
Collision Center Manager
3 weeks ago
Peterborough, Canada CSN Collision Full timeAbout CSN Collision CSN Collision safely repairs more than 200,000 vehicles a year helping Canadians get back on the road with the trust and comfort of knowing their vehicle has been returned to like new condition. Since 2002, CSN has grown to become the leader in collision repair with 400+ collision repair Centers across Canada, USA and Italy. Job...
-
Peterborough, Canada CSN Collision Full timeA leading collision repair provider in Peterborough is searching for an Autobody Shop Manager. This role combines technical expertise in autobody repair with managerial responsibilities, ensuring repairs are performed efficiently and to high standards. Responsibilities include supervising technicians, coordinating repair workflows, and managing customer...
-
Peterborough, Canada CSN Collision Full timeA leading collision repair provider in Peterborough is searching for an Autobody Shop Manager. This role combines technical expertise in autobody repair with managerial responsibilities, ensuring repairs are performed efficiently and to high standards. Responsibilities include supervising technicians, coordinating repair workflows, and managing customer...
-
Peterborough, Canada CSN Collision Full timeA leading collision repair provider in Peterborough is searching for an Autobody Shop Manager. This role combines technical expertise in autobody repair with managerial responsibilities, ensuring repairs are performed efficiently and to high standards. Responsibilities include supervising technicians, coordinating repair workflows, and managing customer...
-
Senior Accounting Manager
2 hours ago
Peterborough, Canada Yeah! Global Full timeSenior Accounting Manager - PeterboroughAbout the job Senior Accounting Manager - Peterborough About this Job: We are looking for a dynamic and experienced individual to join our team as a Senior Accounting Manager at our Peterborough, Ontario office. As a key member of our leadership team, the Senior Manager will play a crucial role in driving growth,...
-
Manager, Customer Experience
3 weeks ago
Peterborough, Canada TD Full timeDepartment Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer...
-
Operations Manager
3 days ago
Peterborough, Canada Central Smith Creamery Full time**POSITION TITLE**: Operations Manager **REPORTING TO**: Chief Executive Officer **DATE LAST REVISED**: May 2024 General Accountability The Operations Manager is responsible for the day to day operation of Central Smith’s Production and Mix Manufacturing. The Operations Manager will lead and supervise all Production, and Mix staff, monitor the efficient...
