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 robust 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

Superior interpersonal skills
Ability to effectively prioritize tasks
Superior qualified 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

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📌 Manager, Finance & Operations (Ontario)
🏢 Ombudsman for Banking Services and Investments
📍 Ontario