Senior Finance and Operations Analyst

• Senior Leadership and Board of Directors Financial Statements and relevant narrative and analysis
• Collection, evaluation and consultation with manager and directors to validate CRMS data
• Preparation and validation of required Ministry and Government reports
• Preparation of Charitable Return T3010
• Prepare quarterly reports for smaller funders and community partners
• Prepare all rent supplement ministry reporting
• Prepare and file the quarterly HST reports

• Expertise in CRMS, GP, HRIS backend development and data processing
• Collaboratively work with end users and software vendors to validate and produce data
• Utilizing backend experience for data validation and translation for management decision making

• Collaborative support of timecard entry process
• Analysis and forecasting of salary and benefits costs
• Yearly HOOPP reconciliations
• Back up the processing of monthly employee expense claims.
• Maintenance of the HRIS program

• Identify and execute process improvement and automation projects
• Work with in and lead project improvement teams with other departments

• Prepare and distribute invoices as required, post information into journals and ledgers
• Reconcile accounts, identify and follow up on discrepancies and delinquent accounts
• Prepare monthly landlord payments and tracking for the housing program and provide receipts

• Develop processes to improve Audit preparation functions
• Assist in year-end audit preparation and liaison with external auditors
• Prepare housing schedules for audit

• Assist in budget preparation
• Assist in preparation of government reports, monthly reports and monthly financial statements
• Report and maintain program-related statistical data
• Complete administrative tasks including timesheets, expense reports, vacation requests
• Prepare finance procedure for new and existing tasks
• Assist in preparing financial policies as required
• Complete intakes and other required documents in program and agency policies and procedures and standards

• Provide formal, regular and timely supervision, direction and leadership to direct reports working in the Finance program
• Provide daily leadership (informal supervision) to direct reports, and occasionally to indirect reports in other programs – coaching, modeling, mentoring, motivating and leading staff
• Participate in the completion of staff performance appraisals and make recommendations regarding probationary staff, trial period and individual performance improvement needs
• With Human Resources, actively participate in the recruitment and selection of new hires
• Deliver and coordinate new employee program orientation and training, including initial meetings, development of orientation schedules, regular check-ins, and linking new staff with mentors and other workers

• Participate cooperatively in the agency performance management process/system
• Stay current on relevant legislation and best practices, current research, policies and procedures
• Participate in ongoing professional development and mandatory training
• Actively engage and participate in supervisory process

• Work in compliance with the Occupational Health and Safety Act, applicable regulations and all organizational health and safety requirements and procedures to ensure the health and safety of clients, staff/colleagues, volunteers and students

• Back up the Finance Analyst as required
• Attend, participate in team/staff meetings, and all-staff meetings as required
• Participate in agency quality improvement activities, e.g. accreditation projects, committees, special events, etc.
• Participate in quality improvement activities at the team/program level
• Participate in external committees as required
• Duties may change from time to time

• First Aid/CPR, Applied Suicide Intervention Skills Training (A.S.I.S.T.), Verbal Intervention

• Experience with Microsoft Dynamics G.P. accounting system and Quadrant HR
• Knowledge of Ontario Health Care Reporting Standards
• Enrolment in the Chartered Professional Accountant (CPA) program

• Minimum three (3) years accounting, finance and payroll experience

• Excellent organizational skills, demonstrated ability to self-manage time and multiple tasks
• Strong oral and written communication skills
• Demonstrated knowledge of computer applications (Microsoft Outlook, Word, databases)
• Excellent interpersonal skills, flexible, and works effectively at an individual, program and system level
• Finance experience in the not for profit sector
• Intermediate to advanced minus French proficiency

• Valid driver’s license
• Automobile in good repair and insurance coverage as required by agency policy
• Satisfactory police records search
• Satisfactory references
• Lived expertise with a mental health concern or addiction, either personally or with a family member is an asset
• Proof of receipt of full COVID-19 vaccine
• Ability to work remotely, for example from home, as required.
• Requirement to have reliable home internet service and the technology to complete work from a remote location, for example computer/laptop, telephone, etc.

• Work occurs in a combination of an office environment and a remote environment, such as a personal home, as required; required to be on-site at least one (1) day per week
• May work indirectly with individuals with a with serious mental illness and/or dual diagnosis and/or addictions

• who are experiencing emotional and/or mental health issues and are working towards recovery
• may be experiencing crisis instability and various levels of functioning
• may be experiencing poverty
• There are multiple competing demands which require time management skills, the ability to be flexible and to prioritize

Canadian Mental Health Association