The Alzheimer Society of Toronto’s vision is a world without Alzheimer’s disease and other dementias. Our mission is to alleviate the personal and social consequences of Alzheimer’s disease and related dementias and to promote research.

SUMMARY

The role of the Alzheimer Society of Toronto is to offer support, information, and education to people with dementia, their families, and their caregivers, to increase public awareness of dementia, to promote research, and to advocate for services that respect the dignity of the individual.
The Director of Finance and Operations is a strong, seasoned senior finance leader and is responsible for all financial processes and reporting for the Alzheimer Society of Toronto (AST).
As a key participant on the senior leadership team, the Director Finance and Operations will contribute to the strategic direction and continued growth of the organization. The individual will participate in driving the overall strategy of the organization and will build strong, collaborative relationships with members of the organization, the board and other business partners, both current and prospective.

EDUCATION:

• Bachelor’s degree in finance, business administration, accounting, or a related field is required. A combination of education, training and experience will also be considered.
• Professional accounting designation (i.e. CPA) is required.

EXPERIENCE AND ATTRIBUTES:

• Minimum of 7-10 years of progressive finance experience in leadership roles, ideally in a non-profit environment is required.
• In-depth finance experience including Canadian accounting practices, reporting, and treasury activities is required.
• Strong business acumen with the ability to assess complex situations from a business and not for profit perspectives
• Proven track record of exceptional leadership including coaching, influencing and mentorship
• Demonstrated ability to lead and support organizational change
• Strong analytical and problem-solving skills and the proven ability to plan, develop and execute creative approaches to complex financial issues
• Experience in policy and procedure development, implementation, and training
• Highly detail-oriented with excellent organizational skills.
• Strong written and verbal communication skills
• Excellent time management skills with ability to meet deadlines
• Ability to work collaboratively within a team environment and independently as needed.

OTHER KNOWLEDGE, SKILLS AND ABILITIES

• Highly skilled and extensive knowledge of Microsoft Office products (Excel, Word, Outlook, PowerPoint, etc), QuickBooks Online or other accounting applications, and online banking applications
• Previous Experience with Ontario Health reporting considered an asset

Financial reporting: oversee preparation of all financial reporting (internal and external). Ensure reserves are calculated accurately and meet policy requirements. Prepare all financial reports for the Finance and Audit Committee and AST Board meetings (6 per year).
Responsible for delivering all AST Ontario Health reports on a quarterly basis.
Budgeting and forecasting: oversee the development of the annual operating budgets for all areas, direct and manage budget analysis and provide critical management information to senior leadership team; monitor revenues and expenditures and co-ordinate budget activities during the fiscal year. Work closely with management and staff throughout to establish revenue and expense projections and monitor adherence to operating budget targets and provide financial analysis. This includes the forecasting process.
Leadership: lead and mentor a small team of direct reports using a performance-based, teambuilding, and facilitative approach. Provide appropriate support, development opportunities, recognition, challenges, and motivation for employees within available resources. Demonstrate professional conduct and fair and equitable treatment of all employees through mentorship and sharing of best practices. Assess, recommend and implement employee-centric programs to provide a positive working culture and a high retention level.
Day to day accounting operations: Oversee all aspects of financial data input, reconciliation, and reporting. Through effective leadership, ensure all financial transactions are appropriately processed and recorded accurately by the team and ensure that all applicable audit, regulatory and government filing requirements are met.
Treasury: monitor cash requirements and produce timely cash flow reporting to ensure that cash not immediately required for operations is invested to provide maximum returns within the requirements of investment policies and applicable legislation. Maintain bank relationships and ensure all required documentation is updated as required. Oversee performance of the investment fund and the fund manager.
Manage relationships with external investment companies and provide guidance and adherence to policies with investment portfolio manager.
Internal control: Maintain the highest standards of financial integrity, ensure sound financial internal controls and processes are in place and followed using a continuous review approach.
Audit: Serve as the main contact for the external auditors and ensure the coordination of all audit activities prior to and during the audit.
Risk management: participate in risk management activities alongside the CEO.
Finance policy, procedure: Accountable for the development and continuous review of finance processes and workflows.
Finance systems administration: Provide administration of all finance applications, including scheduling updates / upgrades, consider data integrations to create efficiencies, develop user documentation, and provide end user training.
Other Operations: Oversee Insurance, Accreditation, IT vendor support as required.
Develop and implement cost-saving initiatives and process improvements.
Internal Contacts: Senior Leadership Team, Managers Team, AST Employees and other Alzheimer Societies
External Contacts: Audit Committee, Board Members, External Auditors, Ontario health, Bank and Investment Managers, Consultants, Vendors, the Public, Donors, Corporate Business Leaders, Health Professionals and Government Offices.
This is a hybrid role which requires a minimum of (2) days in the office per week.