Senior Finance and Operations Analyst
Canadian Mental Health Association-Haliburton, Kawartha, Pine Ridge
Peterborough Ontario
Salary: Neg Per Hour
Key Responsibilities
1. Annual, Quarterly and Monthly Reporting
Senior Leadership and Board of Directors Financial Statements and relevant narrative and analysis
Collection, evaluation and consultation with manager and directors to validate CRMS data
Preparation and validation of required Ministry and Government reports
Preparation of Charitable Return T3010
Prepare quarterly reports for smaller funders and community partners
Prepare all rent supplement ministry reporting
Prepare and file the quarterly HST reports
2. System Analyst
Expertise in CRMS, GP, HRIS backend development and data processing
Collaboratively work with end users and software vendors to validate and produce data
Utilizing backend experience for data validation and translation for management decision making
3. Payroll
Collaborative support of timecard entry process
Analysis and forecasting of salary and benefits costs
Yearly HOOPP reconciliations
Back up the processing of monthly employee expense claims.
Maintenance of the HRIS program
4. Process Improvement and Automation
Identify and execute process improvement and automation projects
Work with in and lead project improvement teams with other departments
5. Accounts Payable and Accounts Receivable
Prepare and distribute invoices as required, post information into journals and ledgers
Reconcile accounts, identify and follow up on discrepancies and delinquent accounts
Prepare monthly landlord payments and tracking for the housing program and provide receipts
6. Audit
Develop processes to improve Audit preparation functions
Assist in year-end audit preparation and liaison with external auditors
Prepare housing schedules for audit
7. Documentation
Assist in budget preparation
Assist in preparation of government reports, monthly reports and monthly financial statements
Report and maintain program-related statistical data
Complete administrative tasks including timesheets, expense reports, vacation requests
Prepare finance procedure for new and existing tasks
Assist in preparing financial policies as required
Complete intakes and other required documents in program and agency policies and procedures and standards
8. Supervisory, Coaching, Team Building and Leadership
Provide formal, regular and timely supervision, direction and leadership to direct reports working in the Finance program
Provide daily leadership (informal supervision) to direct reports, and occasionally to indirect reports in other programs – coaching, modeling, mentoring, motivating and leading staff
Participate in the completion of staff performance appraisals and make recommendations regarding probationary staff, trial period and individual performance improvement needs
With Human Resources, actively participate in the recruitment and selection of new hires
Deliver and coordinate new employee program orientation and training, including initial meetings, development of orientation schedules, regular check-ins, and linking new staff with mentors and other workers
9. Performance Management and Professional Development
Participate cooperatively in the agency performance management process/system
Stay current on relevant legislation and best practices, current research, policies and procedures
Participate in ongoing professional development and mandatory training
Actively engage and participate in supervisory process
10.Health and Safety – Worker Responsibilities
Work in compliance with the Occupational Health and Safety Act, applicable regulations and all organizational health and safety requirements and procedures to ensure the health and safety of clients, staff/colleagues, volunteers and students
11. Other Duties as Assigned
Back up the Finance Analyst as required
Attend, participate in team/staff meetings, and all-staff meetings as required
Participate in agency quality improvement activities, e.g. accreditation projects, committees, special events, etc.
Participate in quality improvement activities at the team/program level
Participate in external committees as required
Duties may change from time to time
Requirements of the Position
Assets with regard to this position
Experience with Microsoft Dynamics G.P. accounting system and Quadrant HR
Knowledge of Ontario Health Care Reporting Standards
Enrolment in the Chartered Professional Accountant (CPA) program
B. Relevant and Related Experience
Mandatory experience
Minimum three (3) years accounting, finance and payroll experience
Preferred experience
Excellent organizational skills, demonstrated ability to self-manage time and multiple tasks
Strong oral and written communication skills
Demonstrated knowledge of computer applications (Microsoft Outlook, Word, databases)
Excellent interpersonal skills, flexible, and works effectively at an individual, program and system level
Finance experience in the not for profit sector
Intermediate to advanced minus French proficiency
C. Competencies
Refer to C.M.H.A. H.K.P.R Competency Matrix
D. Other
Valid driver’s license
Automobile in good repair and insurance coverage as required by agency policy
Satisfactory police records search
Satisfactory references
Lived expertise with a mental health concern or addiction, either personally or with a family member is an asset
Proof of receipt of full COVID-19 vaccine
Ability to work remotely, for example from home, as required.
Requirement to have reliable home internet service and the technology to complete work from a remote location, for example computer/laptop, telephone, etc.
Job Overview
Posted Date: 28 Aug 2025
Location: Peterborough Ontario
Salary: Neg Per Hour
Company Information
Canadian Mental Health Association-Haliburton, Kawartha, Pine Ridge
Name: Canadian Mental Health Association-Haliburton, Kawartha, Pine Ridge
Web: https://cmha.ca/