Personal Finance Advisor developing trusting relationships with members and clients to meet their financial goals. Engaging in advisory roles and ensuring service quality for business relationships.
About the role
- Director of Finance at Friends of Ruby overseeing financial functions and managing strategic financial operations to support 2SLGBTQIA+ youth initiatives.
Responsibilities
- Lead the annual budgeting process and develop multi-year financial plans that align resources with strategic goals, ensuring long-term sustainability.
- Oversee all financial operations (AR/AP, payroll, expense management, month-end close) and produce accurate monthly financial statements, including program vs. admin reporting and variance analysis.
- Present quarterly financial reports to the Board and Finance & Audit Committee, translating results into actionable insights on trends, risks, and opportunities.
- Develop and test rigorous internal controls and financial policies; manage compliance with CRA regulations, donor restrictions, and grant agreements; and lead the annual audit process.
- Manage treasury functions, cash flow, and banking relationships while overseeing administrative operations, including procurement, vendor contracts, insurance, and organizational assets.
- Supervise and mentor direct reports, and partner closely with the Director of Fund Development to support grant applications, track restricted funding, and ensure accurate funder reporting.
Requirements
- Bachelor's degree in Accounting, Finance, or related field; advanced degree (MBA, MAcc) is an asset.
- Professional accounting designation (CPA) or Chartered Financial Analyst (CFA) designation is required.
- Minimum of 7-10 years of progressive financial management experience, including direct responsibility for managing a budget of $6M or larger, preferably within the Not-For-Profit sector.
- Hands-on experience with QuickBooks (including classes and items) and cloud-based financial systems; knowledge of QuickBooks add-on products is a strong asset.
- Advanced proficiency with Microsoft Office Suite, particularly Excel (pivot tables, v-lookups, complex formulas).
Benefits
- Be part of a mission-driven organization where your work has a lasting impact on the lives of 2SLGBTQIA+ youth.
- Join a welcoming, inclusive environment where your ideas are valued and your contributions are recognized and celebrated.
- We offer a space where everyone can be their authentic selves at work.
- We invest in your professional development with meaningful opportunities for growth, learning, and advancement.
- Engage in work that is challenging, meaningful, and aligned with your values.
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Personal Finance Advisor responsible for advising clients on financial strategies and achieving their financial goals. Collaborating with partners to design integrated solutions for members and businesses.
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