Finance Operations Manager

Reports To: Chief Operating Officer (COO)

Works Closely With: CEO, COO, Financial Planners, Investment Team, Insurance Team, Marketing, External Accounting Firm, Banking Partners, Software & Operations Team About RFL Wealth

At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high touch financial planning, relationship-driven guidance, and long-term strategic thinking. We are not a traditional wealth firm. We are building a modern, fast-growing advisory company focused on exceptional client experience, meaningful relationships, and long-term impact.

Our environment is entrepreneurial, fast-paced, collaborative, and growth-oriented. We are growing rapidly and are looking for an experienced, Finance Operations Manager who will be responsible for ensuring every financial transaction within RFL Wealth is accurate, reconciled, forecasted, and reported. This role serves as the company's financial operating system-owning the movement of every dollar from the moment revenue is generated until it appears in the company's bank account and financial reports What Success Looks Like

Leadership always knows the company's financial position.

Every revenue stream is reconciled and accurately reported.

Cash flow is predictable.

Financial reports are delivered on time.

No commissions, invoices, or payments fall through the cracks.

Every dollar can be traced from source to bank account.

Financial processes support scalable company growth.

Reporting provides leadership with actionable insights and decision-making support. Core Responsibilities

Own revenue operations across financial planning fees, investment (AUM) revenue, insurance commissions, and future business lines.

Reconcile expected revenue, invoices, commission/dealer statements, bank deposits, and accounting records.

Prepare weekly executive dashboards covering revenue, cash flow, profitability, forecasts, receivables, payables, and budget variances.

Manage cash flow forecasting (30/60/90-day and annual).

Own departmental budget tracking and variance analysis.

Manage accounts receivable and collections.

Oversee accounts payable and vendor payments.

Review payroll, bonuses, commissions, and contractor payments before processing.

Monitor banking, loans, credit facilities, and debt obligations.

Coordinate month-end financial operations with the external accounting firm.

Maintain executive KPI dashboards.

Continuously improve and automate financial processes while documenting SOPs.





Develop financial controls and operational safeguards to ensure reporting integrity.

Analyze trends and provide recommendations that improve profitability, efficiency, and cash management.

Support strategic business planning through financial analysis and forecasting.

Weekly

Responsibilities

Reconcile all revenue streams.

Update executive financial dashboard.

Update cash flow forecast.

Review outstanding commissions and invoices.

Review accounts payable.

Meet with the COO to discuss financial status and risks.

Monthly

Responsibilities

Complete month-end reconciliations.

Prepare financial reporting package.

Review budgets and analyze variances.

Update forecasts.

Review receivables and debt obligations.

Coordinate with external accountants.

Quarterly

Responsibilities

Budget revisions.

Financial process audits.

Vendor contract reviews.

Financial control reviews.

Cash flow analysis.

Strategic planning support.

Key Performance

Indicators

99.9% financial reporting accuracy.

100% weekly revenue reconciliation.

Weekly dashboard delivered before leadership meeting.

Forecast accuracy within ±5%.

100% payroll accuracy.

No unresolved financial discrepancies older than 14 days.

Rolling 90-day cash flow forecast maintained.

Ideal

Candidate

5+ years in finance, accounting, or financial operations.

Experience with multiple revenue streams, budgeting, forecasting, and reconciliations.

Advanced Excel/Google Sheets and accounting software experience.

Exceptional attention to detail, analytical thinking, follow-through, and process improvement mindset.

Strong financial reporting, cash flow management, and business analysis skills.

Ability to work independently while collaborating effectively across departments.

Comfortable operating in a fast-paced, growth-oriented environment.

Experience in financial services, wealth management, insurance, investment management, banking, or professional services is considered an asset. Qualifications

Bachelor's degree in Accounting, Finance, Business Administration, or a related field.

CPA designation in positive standing.





Experience with financial reporting systems, accounting software, and business intelligence dashboards.

Advanced proficiency in Microsoft Excel and financial modeling.

Strong understanding of budgeting, forecasting, reconciliations, and cash flow management.

Demonstrated experience building scalable financial processes and operational controls. First 90 Days

Map all company revenue streams.

Own reconciliation of planning fees, investment revenue, and insurance commissions.

Implement weekly executive reporting.

Build a rolling 90-day cash flow forecast.

Standardize month-end financial operations.

Document finance SOPs and identify automation opportunities. Why Join RFL Wealth?

- Competitive base salary, commensurate with experience.
- Health and Wellness spending account.
- Paid time-off.
- Play a critical leadership role in the growth and scalability of the firm.
- Work directly with senior leadership and influence strategic decision-making.
- Build and improve financial systems, reporting structures, and operational processes.
- Join a collaborative, entrepreneurial, and growth-focused culture.
- Opportunity for long-term career growth within a rapidly expanding organization.
- Supportive, compliance-driven fully remote work environment. · Employment status: Full-time. Fully remote.

· Hours of work:

o Standard workweek of 40 hours, with availability and flexibility to work in evenings and on weekends.

o Overtime, where applicable, will be compensated in accordance with the Ontario Employment Standards Act (ESA).

· This role is an incremental addition to the existing team, with high ownership and visibility, created to support the company’s growth objectives. AODA Statement

Accommodations are available on request for candidates participating in the selection process. If you require specific accommodation, please let us know. RFL Wealth uses automated tools, including artificial intelligence, to support parts of the recruitment process.

RFL Wealth Management is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status or any other class or status in accordance with applicable federal, provincial and local laws.

📌 Finance Operations Manager (Canada)
🏢 RFL Wealth Management
📍 Canada