Overview Location: Toronto, ON (hybrid) and Collingwood, ON (periodic travel). Salary: Up to $120k base + bonus. This is not a maintenance role. The Opportunity The organization behind this posting has grown from $20M to $40M in gross revenue in two years, manages over $400M in charitable assets, and has a clear line of sight to $2B. The infrastructure needs to keep pace and the person hired into this role will be the one building it. You will own the accounting function across two related entities: a for-profit administrative company and a donor-advised charitable foundation. That means full-cycle books, a NetSuite migration, a meaningful automation mandate, and a direct line to senior leadership who actually want to hear what you think. The CFO path is real. The business is growing into it. The Organization Our client is one of Canada's leading donor-advised fund platforms; a vehicle that allows high-net-worth families and their advisors to manage philanthropy with the same rigour they apply to investment portfolios. Assets under administration are growing rapidly. The platform currently serves over 400 accounts across 76 advisory relationships and is expanding. The parent organization is a 115-person financial services consulting firm growing at 25% per year, with active M&A and plans to expand the model internationally. The culture is described internally as Purposeful, Authentic, Tenacious and Humble, and from what employees say, it holds up. What You1L Be Doing Day to day, you will run the full accounting function across both entities – general ledger, reconciliations, month-end close, vendor payments, cash flow, HST rebate filings, and banking.



You will be the point of contact for auditors at year-end and the leadership team when they need to understand numbers. There are two strategic initiatives this role exists to drive: The migration from QuickBooks Desktop NFP to NetSuite, with a target clean cutover by the end of 2026. You will lead it, with support from an internal Toronto tech team and an implementation partner. Automation of manual processes (NAV calculations, donation receipts, tax receipt generation). Your job is to identify and fix them. Specific Responsibilities Include Full-cycle GL and month-end close across both entities DAF-specific accounting: investment activity, fund fees, grant disbursements, NAV calculations, donation receipts Financial reporting, cash flow forecasting, and annual budget management Vendor payments and banking across both entities HST rebate filings and ongoing CRA compliance Year-end working papers and external audit liaison Lead the QuickBooks Desktop NFP to NetSuite migration Design and implement process automation across manual workflows Internal controls documentation and maintenance Oversight of Collingwood-based finance support staff The Split The primary office is in Toronto (St. Clair East), with Wednesday and Thursday as anchor days in the office.



The Collingwood office is a meaningful part of this role—plan for roughly two to three days per month on-site, particularly during onboarding. Travel and accommodation are covered. Remote flexibility is available once you're integrated. GTA-based candidates are strongly preferred. Qualifications You are a CPA. That is the one non-negotiable. Technically strong across full-cycle accounting, comfortable owning a function without a lot of overhead, and a person who fixes broken processes before being asked. Systems do not intimidate you; a migration is compelling to you. Non-profit or DAF experience is helpful but not required. If you have not worked in a charitable foundation before, you should be honest about your learning curve and your ability to manage it with limited hand-holding. Why Is This a Great Opportunity Compensation is $100,000-$120,000 base with a 15-20% discretionary bonus, 6% RRSP matching, comprehensive benefits, 3 weeks vacation, and a $50/month gym subsidy. Continuing education is supported. Employee share ownership program launching this year. It is merit-based and tax-advantaged. Growth trajectory: the business targets $2B in AUM within three years. International expansion is underway; the model is being taken to the United States and the United Kingdom. Active M&A. The accounting function today is one entity; in three to five years,it will look materially different, and the person who builds it now is the obvious candidate to lead it then. Salary Type : Annual Salary Salary Min : CA$ Salary Max : CA$ Currency Type : CAD #J-18808-Ljbffr

📌 Controller – Charitable Foundation - C$100,000 - C$120,000 A Year (Toronto)
🏢 The organization behind this posting
📍 Toronto