Senior Finance and Operations Analyst

Canadian Mental Health Association-Haliburton, Kawartha, Pine Ridge • Peterborough, Canada • 1d ago

C.M.H.A. H.K.P.R. is a non-profit organization delivering compassionate, community-based mental health services. We value diversity, collaboration, self-determination, social justice, creativity and accountability to help individuals and families thrive.

Join our growing team and make a real difference. We offer competitive pay, comprehensive benefits, Healthcare of Ontario Pension Plan (HOOPP), generous time off, an employee assistance program, and ongoing opportunities for growth in a respectful, inclusive workplace.

About this Position

The Senior Finance and Operations Analyst is responsible for financial and statistical data and reporting and translation for senior leadership and board of director decision making. The Senior Finance and Operations Analyst is required to produce, review and analyze reports and financial statements. Additionally, develop and report on KPI’s and in-depth preparation of the financial reports. The Senior Finance and Operations Analyst must possess an understanding of the key important business drivers and assist project teams with financial guidance. The Senior Finance and Operations Analyst will develop financial insights and projections by understanding the raw data and building easy to understand financial models. They will ensure proper compliance with the financial guidelines, different company policies, and legal regulations. They will indirectly supervise budgeting and monthly closing processes and directly supervise junior staff and students. This role has a key focus on department innovation. The Senior Finance and Operations Analyst must be able to analyze current processes and recommend and implement changes to improve department and process functionality. Supporting any development of new procedures and software implementations necessary.

Location: Peterborough Status: Full-time Posting# SFOA-FT-09-25 Wage: $32.01 to $34.40 per hour Application Deadline: Open until Filled Key Responsibilities

Annual, Quarterly and Monthly Reporting 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
System Analyst 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
Payroll 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
Process Improvement and Automation Identify and execute process improvement and automation projects Work with in and lead project improvement teams with other departments
Accounts Payable and Accounts Receivable 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
Audit Develop processes to improve Audit preparation functions Assist in year-end audit preparation and liaison with external auditors Prepare housing schedules for audit
Documentation 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
Supervisory, Coaching, Team Building and Leadership 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
Performance Management and Professional Development 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

10.Health and Safety – Worker Responsibilities 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

Other Duties as Assigned 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 Requirements of the Position A. Education and Training Completion of post-secondary education (degree) in business, accounting, or related field with preference for work towards a CPA designation combined with progressive experience within a provincial ministry funded finance department.

The following training is considered an asset before hire and is mandatory for continued employment: First Aid/CPR, Applied Suicide Intervention Skills Training (A.S.I.S.T.), Verbal Intervention Assets with regard to this position 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

B. Relevant and Related Experience Mandatory experience Minimum three (3) years accounting, finance and payroll experience

Preferred 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

C. Competencies Refer to C.M.H.A. H.K.P.R Competency Matrix

D. Other 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.

Working Conditions 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

Champion Mental Health for All!

At C.M.H.A. H.K.P.R., we believe mental health is a human right—not a privilege. Join a team that’s breaking barriers, building hope, and delivering compassionate care where it’s needed most. Your skills, your heart, and your voice can help shape a future where everyone has access to the support they deserve.

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