Controller, Finance

at  The Newly

JOB DETAILS

Job Title: Controller
Status: Full Time, Permanent
FTE: 1.0 (40 hours/week)
Vacancies: 1
Schedule: Monday – Friday, 8:00 a.m. – 4:00 p.m.
Location: The Newly Institute Corporate Head Office (#120, 2303 4 St SW, Calgary, AB T2S 2S7)

ACCOUNTABILITIES

Strategy and Planning:

• Develop and implement financial strategies, plans, and policies to ensure the long-term financial sustainability of The Newly Institute.
• Prepare, scrutinize, and interpret financial statements, including balance sheets, income statements, and cash flow statements.
• Conduct internal and external financial analysis to identify trends, variances, and risks, and evaluate opportunities, and advise the Executive Team on financial implications of business activities and decisions.
• Monitor cash flow, manage working capital, and optimize capital structure.
• Oversee all aspects of financial management, including accounting, treasury, tax planning, and risk management.
• Lead merger and acquisition integration processes to ensure seamless financial transitions.

Operational Leadership:

• Provide leadership and direction to the Finance team, including management of financial operations, budgeting, forecasting, and reporting.
• Ensure cash flow is aligned with operations by overseeing day-to-day accounting, recording, reporting, and internal-control activities of the Company.
• Maintain accurate financial records using QuickBooks Online.
• Oversee preparation of monthly, quarterly, and annual financial statements per generally accepted accounting principles (GAAP).
• Perform bank and account reconciliations on a daily, weekly, and monthly basis, and resolve accounting discrepancies in an accurate and timely manner.
• Lead payroll processing activities, including payroll calculations and statutory deductions.
• Manage relationships with external stakeholders, including, but not limited to, vendors, auditors, banks, and investors.
• Drive continuous improvement and alignment with best practices, leveraging technology to automate and streamline financial processes.

People Management:

• Recruit, onboard, develop, engage, and retain a skilled Accounting and Finance team.
• Oversee all aspects of performance management for Finance employees, including coaching and mentoring, performance reviews, and progressive discipline.
• Address employee relations issues in collaboration with the People & Culture Team
• Ensure direct reports have role clarity and understand their key accountabilities and key performance indicators.
• Communicate Occupational Health & Safety initiatives in the clinic to ensure compliance with company policies.
• Foster an effective, collaborative, and healthy working environment and champion The Newly’s core Values.

Governance, Risk, and Compliance:

• Perform risk management through analysis of Company liabilities and investments, and evaluate and manage capital structure and fundraising initiatives.
• Communicate potential risks to the Executive Team in a timely manner.
• Ensure compliance with all relevant laws, regulations, and accounting standards.
• Develop, implement, and monitor compliance with accounting policies, procedures, and internal controls.
• Coordinate internal and external audits and liaise with auditors to provide necessary documentation and support.
• Stay informed regarding changes in accounting standards and regulations, advising the Executive Team on potential impacts and opportunities.

EXPERIENCE

• Five (5) years of demonstrated experience within accounting and finance roles of increasing responsibility.
• Three (3) years of experience supporting the planning, implementation, management, and control of all accounting and finance activities.
• Two (2) years of experience supporting mergers, acquisitions, and investor relations.
• Two (2) years proven accounting and finance experience within an organization of similar size, complexity, growth stage, and/or industry sector.

EDUCATION

• A Bachelor’s degree in Accounting & Finance or related field is required.
• A Master’s Degree Business Administration or related field is an asset.

ACCESSIBILITY

The Newly Institute welcomes and encourages applications from persons with disabilities or those seeking accommodation based on any other protected ground. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please email careers@thenewly.ca.

Reporting to the President you will guide The Newly’s financial systems, and ensuring the Company’s finances are positioned for continued growth and success. The Controller will oversee The Newly Institute’ s Finance Team, supervising accounting operations from payroll to tax compliance, and assist with the development of internal control policies, accounting policies, procedures, reporting, and financial planning as needed.
You’ll work in a fast-paced environment as an integral member of a dynamic and high-performing team, while sharing our core values of communication, community, excellence, health, and innovation.