CCG Talent Management is not only a business solutions company but a company that believes success starts with the individual. CCG Business Solutions has been consulting and providing talent placement services since 2007. Our team understands the principles of connecting purpose to business. We are currently recruiting for a Virtual Controller (REMOTE - BC)

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 budgeted goals/objectives.

Work with clients to develop individual and master fund/funder and program or project budgets
Generate budget-versus-actual reports and work with management to analyze the source of the variances to assist in their internal and external reporting and decision-making
Work with Executive Directors, Board of Directors, and management to develop appropriate internal controls for their organization
Help clients identify and document appropriate financial management roles and responsibilities and create financial management job descriptions
Leverage the strengths of the client’s finance team, providing training to support individuals in achieving their optimal potential and organizational goals
Work directly with external accountants and auditors to ensure a smooth and successful year-end process for clients
Work in alignment to Humanity Financial’s standard operating procedures and provide recommendations for change where the efficiency and effectiveness of internal financial systems and processes can be improved

Client Management: The Virtual Controller is responsible for client satisfaction and the day-to-day management of a client file, ensuring that services are delivered on time, on budget and within scope of the engagement agreement.

Onboard new clients
Develop, implement, and manage project plans for assigned projects
Manage and strengthen client relationships; act as the point-person for any technical accounting, compliance, or operational issues
Create ‘raving fans’ by becoming the client’s trusted advisor

Business Management: The Virtual Controller contributes to the achievement of Humanity’s business goals and objectives, and from time to time may also support business development efforts by participating in meetings with the Manager CAS around a potential engagement, or an expanded engagement with a client.

Understand, contribute to, and meet established key performance indicators and budgets for assigned client files
Recommend and implement strategies (i.e., leverage, process optimization, etc.) to improve cost efficiency of client files
Schedule and complete “after action reviews” for all significant projects and year-end files, documenting lessons learned
Support business development activities (i.e., participating in meetings with prospective clients)
Identify new ways that Humanity Financial could create value and deepen relationships with clients
As requested, review reports of others (i.e., Accountants) for accuracy and completeness, recommending client reports for sign-off and creating capacity for the Manager, CAS

Leadership: The Virtual Controller is responsible for being a member of and supporting a team that strives for excellent service delivery and continuous improvement. This role models leadership in ways that give back in meaningful ways to the profession and the communities we serve.

Proactively share knowledge and expertise with others through delivery of training sessions, thought leadership, or through coaching/mentoring
Provide effective training to preparers, ensuring that all routine tasks are delegated, and performed accurately
Recommend and implement strategies that support the development of skills and expertise among the team
Act as a resource to the team, providing advice and guidance to team members
Act as a resource to the communities we serve by sharing knowledge and expertise in unique and meaningful ways.

An equivalent combination of education, training and experience will be considered.

• CPA designation
• Bachelor’s Degree in finance, accounting, business administration, or a related field
• 5 to 6 years of experience as a CPA working in industry or public accounting firms
• Experience working with Non-Profits, Charities or social purpose organizations an asset
• Experience with managing and delivery of projects
• Experience leading change
• Experience with gathering, presenting, and reporting financial information, analysis, insights, recommendations to stakeholders across different levels
• Strong analytical, problem-solving, and decision-making skills
• Strong organizational and time management skills with an attention to detail
• Strong interpersonal, communication, and presentation skills with the ability to professionally connect with and influence a diverse group of individuals
• Strong leadership skills with the ability to lead projects and work with diverse individuals to identify issues, design solutions, and evaluate results
• Experience with leading new client onboarding
• Accounting knowledge and experience in the following areas:

o Bookkeeping, accounting, and financial services implementation
o Regulatory compliance
o Financial analysis and reporting
o Reconciliation and analysis
o Budgeting, planning, and reporting
o Forecasting and reporting
o Financial policy development, interpretation, and application
o Financial risk management, including fraud detection and control
o Organizational performance analysis

o Payroll processing
o Financial governance and implementation of financial controls
o Grants and contract management (as it relates to compliance and reporting)
• Booking experience and/or certification (CPB, Certified Professional Bookkeeper) designation an asset

Salary $100k - $138k

All your information will be kept confidential according to EEO guidelines.

CCG Business Solutions, LLC

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