Finance & HR Administrator

2 weeks ago

Winnipeg, Manitoba, Canada New Outlook Wealth Inc. Full time

Company Description

New Outlook Wealth Inc. redefines wealth management in Canada by offering personalized financial planning and superior investment counsel. Committed to reducing conflicts of interest, the company ensures that financial advice and solutions align with clients' best interests. New Outlook Wealth Inc. also prioritizes financial literacy, empowering clients to make informed decisions. With unrestricted access to a broad range of products and services, we help clients achieve their unique financial goals.

Position Overview

We are seeking a detail-oriented and proactive 
Finance Administrator

to manage the day-to-day financial and human resources operations of our organization. This role combines bookkeeping, payroll, and HR administration with financial reporting, cashflow management, and invoicing responsibilities. The ideal candidate will have strong accounting skills, excellent organizational abilities, and a commitment to accuracy and confidentiality.

Key Responsibilities

Bookkeeping & Accounting

  • Maintain accurate and up-to-date financial records in [QuickBooks / Xero / other accounting software].
  • Reconcile bank accounts, credit cards, and other balance sheet accounts.
  • Manage accounts payable and ensure timely vendor payments.
  • Record journal entries and maintain the general ledger.

Financial Reporting & Analysis

  • Prepare monthly, quarterly, and annual financial statements.
  • Support management with cashflow forecasting and variance analysis.
  • Assist with budgeting and provide insights into financial performance.
  • Prepare documentation for external accountants and auditors as needed.

Invoicing & Accounts Receivable

  • Generate and send customer invoices accurately and promptly.
  • Track and follow up on outstanding payments to ensure timely collections.
  • Maintain organized customer records and AR aging reports.

Payroll & HR Administration

  • Process payroll accurately and on schedule, ensuring compliance with all labor laws and tax regulations.
  • Administer employee benefits, leave tracking, and HR documentation.
  • Support onboarding and offboarding processes.
  • Maintain confidential employee and payroll records.

Cashflow Management

  • Prepare cashflow statements and assist in optimizing liquidity.

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, or related field (or equivalent experience).
  • 3+ years of experience in bookkeeping, accounting, or financial administration.
  • Proficiency in accounting software (e.g., QuickBooks, Xero, Sage) and Excel.
  • Familiarity with payroll systems (e.g., ADP, Gusto, Paychex).
  • Understanding of HR processes and compliance.
  • Strong analytical, organizational, and communication skills.
  • High attention to detail and ability to manage multiple priorities.
  • Discretion in handling sensitive financial and personnel information.

Compensation & Benefits

  • Competitive salary commensurate with experience.
  • Health & Dental Plan
  • Opportunities for professional development and growth.
  • Supportive and collaborative team environment.

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