Manager, Finance & Operations

Canada’s Ombudsman for Banking Services and Investments (OBSI) is a national, independent, and not-for-profit organization that helps resolve and reduce disputes between consumers and financial services firms in both official languages. OBSI is responsive to consumer inquiries, conducts fair and accessible investigations of unresolved disputes, and shares its knowledge and expertise with the stakeholders and the public. If a consumer has a complaint against an OBSI participating bank or investment firm that they are not able to resolve with the bank or firm, OBSI will investigate at no cost to the consumer.Job Title:Manager, Finance and OperationsReporting to:Director, Finance and OperationsDirect reports: Specialists Finance and OperationsVacancy: New vacancySalary Range: $120,000 to $140,000 per annumWorkplace Type: Hybrid arrangement. The OBSI office is located in downtown Toronto.Duties and Responsibilities
OBSI’s Manager, Finance and Operations is responsible for leading the day-to-day financial operations of OBSI and ensuring the organization maintains sound financial management practices, strong internal controls, accurate reporting, and effective budgeting processes. The manager also plays a key leadership role in ensuring continuity of OBSI’s office and membership administration.The Finance Manager provides timely insights, supports decision-making, and identifies opportunities to improve efficiency, effectiveness, and stewardship of organizational resources.As a leader of the Finance team, the Manager, Finance and Operations is responsible for:Financial Management and Reporting
Leading monthly, quarterly, and annual financial reporting activitiesPreparing financial statements and supporting schedulesAnalyzing financial results and providing insights on trend and variancesMonitoring organizational performance against budget and forecastsSupporting preparation of management reports and board reporting packages
Audit, Compliance and Internal Controls
Coordinating external audits and year-end activitiesMaintaining strong internal control frameworksEnsuring compliance with regulatory requirements and organizational policiesSupporting risk management and control improvement initiatives
Budgeting and Forecasting
Coordinating annual budget developmentSupporting department leaders in building and managing budgetsPreparing forecasts and scenario analyses
Financial Operations
Overseeing accounts payable, accounts receivable, payroll coordinationEnsuring all financial transactions are processed accurately and efficientlyMonitoring cash flow requirements and funding needsManaging banking relationships
Membership administration and support
Managing the administration of OBSI firm membership processesManaging membership fees and billing processesManaging firm inquiries and new firm onboardingEnsuring accurate membership firm recordkeeping including timely processing of new firms and resigning firms
Office Management and Administration
Leading day-to-day office administration activitiesManaging relationships with office vendors and service providersManaging office facilities, supplies, equipment, and contractsSupporting health and safety administrationManaging the organization and execution of all organizational activities and events
Process Improvement and Technology
Identifying opportunities for automation and process improvementImproving reporting systems and financial workflowsSupporting ERP and reporting platform enhancementsLeveraging technology to improve efficiency and scalability
Effective Team leadership
Building a high-performance finance team capable of supporting organizational growthFostering accountability, collaboration, continuous learning, and strong service standardsMentoring Finance staff
Projects
Contributing to organizational projects as required
Key Qualifications, Abilities, and Skills
Education
CPA designation requiredPost secondary education in accounting
Experience
7+ years of progressive finance experience including managing budgeting and forecasting processesExperience supporting senior leadership decision-makingExperience with audits and compliance
Superior interpersonal skillsAbility to effectively prioritize tasksSuperior professional communication skillsDemonstrated ability to effectively prioritize complex tasks and to successfully manage multiple simultaneous projects under pressureProficiency in Microsoft Dynamics Business CentralStrong proficiency in the Microsoft Office suite of programs, as well as a demonstrated commitment to maximizing productivity through information technology and continuously improving information technology skillsProven leadership, organizational development and teambuilding skills
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