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 explicit 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

Qualifications
Required

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
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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📌 Head of Finance (Alberta)
🏢 Novara Human Capital Solutions
📍 Alberta