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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, analysis, and budgeting, with a strong ability to develop financial models and provide guidance to non-finance colleagues. Proficient in regulatory filings and maintaining compliance with accounting standards relevant to not-for-profit organizations.
Highest-signal resume keywords
Financial ReportingFinancial AnalysisBudgetingExcel ProficiencyRegulatory Filings
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingFinancial AnalysisBudgetingFinancial ModellingAudit SupportRegulatory ReportingFull-Cycle AccountingAd Hoc ReportingConcise Financial ReportingAccounting Principles
Soft Skills
Financial GuidanceCommunicationCollaborationTraining FacilitationProblem-Solving
Tools & Technologies
Reporting SoftwareFinancial Systems
Industry Keywords
Not-For-ProfitCharitable OrganizationsIRS Form 990T3010Accounting Standards
About the role
Key responsibilities & impact- Lead accurate and timely monthly and quarterly financial reporting and analysis for internal teams, committees, board and external stakeholders
- Analyze financial results, investigate variances, and identify risks, opportunities and practical recommendations
- Prepare regular and ad hoc financial reports, dashboards and key performance measures
- Coordinate quarterly Shared Platform revenue reporting for consolidation
- Improve report design, consistency, quality assurance and efficiency
- Prepare the annual consolidated organizational budget and quarterly forecasts
- Partner with department managers through financial reviews, budget-to-actual analysis and forecasting discussions
- Develop financial models for planning and decision-making
- Support audit working papers and combined year-end financial statements
- Support annual regulatory filings, including T3010 and IRS Form 990
- Maintain reporting practices aligned with accounting standards and MakeWay policies
- Coordinate year-in-review financial datasets and visualizations
- Identify reporting, accounting process and system integration improvements
- Provide financial guidance to non-finance colleagues and build financial literacy
- Develop or facilitate training on financial reporting, analysis, expense coding and related processes
- Contribute to cross-functional initiatives and other finance priorities
- Report to the Director of Finance and partner with Executive Leadership, Strategic Programs, Philanthropic Services, Operations and Shared Platform
Requirements
What you’ll need- A minimum of 5 years of progressive responsibility with financial reporting, analysis, budgeting or related experience
- A Bachelor's degree in Finance, Accounting, or a related field
- Knowledge of accounting principles relevant to not-for-profit and charitable organizations
- Experience preparing financial statements, audit support, regulatory reporting and management reporting
- Strong Excel and financial modelling skills
- Experience with reporting software and financial systems
- Full-cycle accounting processing experience in a complex reporting environment
- Experience providing financial information and reporting services to diverse internal and external clients
- Experience writing ad hoc reports
- Hands-on experience with regulatory filings, including T3010 and IRS 990
- Experience with audit processes, preparing working papers and year-end financial statements
- Ability to produce concise and complex financial reports
- Ability to interpret, explain, report on, and advise on accounting, budgetary, and financial management issues
- Ability to quickly learn complex business structures and systems of coding and classification of financial transactions
- Experience working with a remote team
Benefits
Comp & perks- Comprehensive employer-paid extended health, vision, and dental benefits package
- Annual $300 Health Spending Account starting on your first day of employment
- Year-end RRSP contribution
- Pregnancy and Parental/Adoption Leave top up (subject to eligibility)
- Three weeks’ paid vacation, increasing with tenure
- Statutory holidays
- Flexible substitution of statutory holidays
- Winter office closure
- 9-day summer fortnight program
- 10 annual sick and personal days
- Flexible work environment with remote working
- Indigenous Employees Network
- Committed colleagues and a culture of collaboration, caring, and learning
- High level of responsibility and autonomy
- Opportunities and support for professional learning and development
- $75 compensation for each panel interview
- Interview questions provided 24 hours in advance