Controller (Client Success Lead)

Role: Virtual Controller
Team: Client Accounting Services

Reports to: Manager, Client Accounting Services
Start date:
Why work with us/Summary

This is an incredible opportunity for an accomplished finance professional, having held controllership or finance management experience in industry with previous audit experience. We are a CPA firm that focuses on impact over profit. We are a people-first company committed to work-life balance with very rare overtime, targeting mid- to above-market salaries. We have ambitious goals for growth, and we want the right people to join us on this journey.
Who we are

We’re a group of activist accountants, brought together by a shared need for purpose. Since 2008, Humanity Financial has been serving clients in the social purpose space and has grown to become Canada’s leading accounting firm doing what we do. We work exclusively with non-profits, charitable organizations, First Nation governments, and Indigenous communities. Our clients are making communities healthier, more resilient, more economically just, and environmentally sustainable. And that’s just the beginning.

We exist to build financial capacity for our incredible clients – whether that is to dive in with catch-up and clean-up work, to support their funder and board reporting, or to serve as a completely outsourced finance department.

Our team includes a group of talented bookkeepers, accountants, controllers, and CFOs. Though our head office is located on the traditional, shared, and never surrendered lands of the Musqueam, Squamish, and Tsleil-Waututh First Nations, we are a remote-first company with team members across different communities in Canada, and an extended bookkeeping team in the Philippines.
Who we’re looking for

We are a growing company and we’re looking for experienced controllers to join us as Virtual Controllers within our Client Accounting Services team. A detailed overview of responsibilities and duties follows:

Client Reporting & Compliance : The Virtual Controller oversees a client’s daily accounting operations and ensures accurate, complete, and high-quality financial reporting. This role develops positive and productive working relationships with clients, working closely with them to understand their financial needs and develops solutions that support the achievement of their vision, mission, and purpose.

- Meet with new and current clients to review and document their existing financial processes and policies, making recommendations for change where they can be improved

- Review and make recommendations on how to improve the budgeting and reporting systems to improve the usefulness of the financial reporting to stakeholder groups

- Review monthly bookkeeping, working papers, and journal entries prepared by bookkeepers and preparers for accuracy and completeness

- Review year-end working papers and financial statements prepared by bookkeepers or preparers

- Prepare more complex working papers and provide oversight and direction for bookkeepers or preparer team

- Develop more complex financial reports in accounting software, and related working papers in preparation for year-end filing

- Provide support, training, and direction throughout the year to our clients’ bookkeepers as required

- Prepare financial funder reports for non-profit and charity clients

- Monitor client compliance deadlines, including corporate tax instalments, GST returns, PST returns, all payroll-related remittances, and year-end corporate taxes

- Coordinate, plan and implement (or oversee the implementation of) in scope work (ie. Budget development) so that the work of the finance team aligns to organizational timelines, goals or deliverables

Client Advisory Services : The Virtual Controller is a trusted advisor and is constantly seeking to deliver the highest level of client satisfaction. This role ensures that service quality exceeds expectations while at the same time ensuring that client engagements achieve