Head of Finance

Head of Finance Department: Finance & Accounting Reports To: Managing Principal Position Details: Full-time; work from office Location: Calgary, AB Position Summary The Head of Finance is a senior leadership role responsible for overseeing all financial operations of the organization, including accounting, financial planning and analysis, reporting, budgeting, treasury, and internal controls. This individual serves as a strategic partner to leadership, providing financial insight that guides business decisions while ensuring the accuracy, integrity, and compliance of the company's financial records and processes. Key Responsibilities Financial Strategy & Leadership • Serve as a key advisor to the partners on financial strategy, business planning, and long-term financial health. • Develop and implement financial policies, procedures, and internal controls. • Lead annual budgeting and forecasting processes across the organization • Provide financial modeling and scenario analysis to support strategic decision-making • Collaborate closely with Operations to optimize project execution and predictability Accounting Operations • Oversee day-to-day accounting operations, including accounts payable, accounts receivable, payroll, and general ledger functions. • In collaboration with the Principals, ensure all customer invoices capture appropriate charges and are prepared and sent accurately and on time; work with Principals and Project Leads to resolve overdue accounts and outstanding payment issues. • Process or oversee payroll on a semi-monthly basis • Ensure timely and accurate monthly, quarterly, and annual financial close processes, including preparation of month-end statements • Implement and manage financial software and systems to streamline processes and improve accuracy and efficiency • Maintain compliance with GAAP and applicable regulatory requirements • Manage relationships with external auditors, tax advisors, and banking partners Reporting & Analysis • Prepare and present financial statements and performance reports to leadership and the partners. • Develop KPIs and dashboards to track organizational financial performance • Complete analytical reviews of monthly operating results with the accounting team and Principals • Analyze variances between actual results and budget/forecast, identifying risks and opportunities, and recommend corrective actions as needed Cash Flow & Treasury Management • Oversee cash flow management, working capital, and liquidity planning • Monitor daily banking and Visa limits, and make payments to maintain cash levels that sustain business operations • Manage banking relationships, credit facilities, and debt obligations • Support capital planning and investment decisions Team Leadership • Build, mentor, and manage the finance and accounting team • Establish clear performance goals and professional development plans for direct reports • Foster a culture of accuracy, accountability, and continuous improvement Risk & Compliance • Identify and mitigate financial risks across the organization, assessing potential impact and developing strategies to manage them • Serve as primary contact with CRA, managing messages and notifications • Process monthly remittances including GST, corporate tax, and WCB • Ensure compliance with tax filings, regulatory reporting, and audit requirements • Ensure transactional functions are appropriately allocated to maintain segregation of duties and effective internal controls that safeguard the custody of assets and records Year-End • Prepare year-end statements and work with the external accountant on year-end • Prepare all statements and financials for the shareholders' individual corporations for external accountants at year-end QualificationsRequired • Bachelor's degree in Accounting, Finance, or related field • 8+ years of progressive experience in accounting/finance, including 3+ years in a leadership role • Strong knowledge of GAAP, financial reporting, and internal controls • Proficiency with accounting/ERP systems and advanced Excel skills • Excellent analytical, communication, and leadership abilities Preferred • CPA, CMA, or MBA • Experience working in professional services sectors • Experience with financial systems implementation or process improvement initiatives • Prior experience presenting to a board of directors or ownership group Core Competencies • Strategic and analytical thinking • Integrity and sound judgment • Strong leadership and team development skills • Attention to detail balanced with big-picture perspective • Effective communication with both financial and non-financial stakeholders

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