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 Operations

• Reporting to:Director, Finance and Operations
• Direct reports: Specialists Finance and Operations
• Vacancy: New vacancy
• Salary Range: $120,000 to $140,000 per annum
• Workplace 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 activities

Preparing financial statements and supporting schedules

Analyzing financial results and providing insights on trend and variances

Monitoring organizational performance against budget and forecasts

Supporting preparation of management reports and board reporting packages

Audit, Compliance and Internal Controls

Coordinating external audits and year-end activities

Maintaining strong internal control frameworks

Ensuring compliance with regulatory requirements and organizational policies

Supporting risk management and control improvement initiatives

Budgeting and Forecasting

Coordinating annual budget development

Supporting department leaders in building and managing budgets

Preparing forecasts and scenario analyses

Financial Operations

• Overseeing accounts payable, accounts receivable, payroll coordination
• Ensuring all financial transactions are processed accurately and efficiently
• Monitoring cash flow requirements and funding needs
• Managing banking relationships
• Membership administration and support
• Managing the administration of OBSI firm membership processes
• Managing membership fees and billing processes
• Managing firm inquiries and new firm onboarding
• Ensuring accurate membership firm recordkeeping including timely processing of new firms and resigning firms
• Office Management and Administration
• Leading day-to-day office administration activities
• Managing relationships with office vendors and service providers
• Managing office facilities, supplies, equipment, and contracts
• Supporting health and safety administration
• Managing the organization and execution of all organizational activities and events
• Process Improvement and Technology
• Identifying opportunities for automation and process improvement
• Improving reporting systems and financial workflows
• Supporting ERP and reporting platform enhancements
• Leveraging technology to improve efficiency and scalability
• Effective Team leadership
• Building a high-performance finance team capable of supporting organizational growth
• Fostering accountability, collaboration, continuous learning, and strong service standards
• Mentoring Finance staff

Projects

Contributing to organizational projects as required

Key Qualifications, Abilities, and Skills

Education

CPA designation required

Post secondary education in accounting

Experience

7+ years of progressive finance experience including managing budgeting and forecasting processes

Experience supporting senior leadership decision-making

Experience with audits and compliance

Competencies

• Superior interpersonal skills
• Ability to effectively prioritize tasks
• Superior professional communication skills
• Demonstrated ability to effectively prioritize complex tasks and to successfully manage multiple simultaneous projects under pressure
• Proficiency in Microsoft Dynamics Business Central
• Strong 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 skills
• Proven leadership, organizational development and teambuilding skills