This role allows you to work from your home office in Canada. You must live - and be eligible to work - in Canada

• Lead and manage a remote team of finance professionals (up to 10 Bookkeeping Specialists and Cloud Accountants), including participating in recruitment, interviewing, onboarding, performance management, and capacity planning in coordination with AMLB’s HR function.
• Oversee client service delivery for a growing portfolio of growth-oriented clients in a wide range of industries across Canada, ensuring timely and high-quality execution of recurring deliverables such as monthly/quarterly management reports, sales invoicing, vendor payments, payroll coordination, and HST filings.
• Review year-end trial balances and supporting working papers to ensure accuracy and completeness before handing them off to AMLB’s Tax Specialists, who prepare financial statements, corporate and personal tax returns.
• Monitor and elevate the quality and timeliness of client communication by being copied on all client emails, identifying potential gaps, and coaching team members on service excellence. You’ll also proactively flag any indications of scope expansion to the Co-Founders for pricing review.
• Resolve payroll-related issues by liaising with AMLB’s dedicated Payroll Lead and clients as needed. While payroll execution is out of scope for this role, ensuring satisfactory resolution of issues remains within your responsibility.
• Support and participate in client advisory work, including leading ad hoc financial projects or light-touch CFO-level advice, particularly when operational or financial challenges arise for clients that are outside the current service scope.
• Partner with AMLB’s Tech & Operations Specialist to identify, recommend, and help implement process improvements in client service workflows, internal documentation, and standard operating procedures (SOPs).
• Champion AI adoption within the team, with access to tools like ChatGPT Plus and support for ongoing AI learning. You’ll be encouraged to test and apply AI solutions that improve internal efficiency and elevate client service delivery.
• Deliver training and mentoring to your team on both technical and non-technical topics to enhance performance, drive consistency, and encourage continuous learning.
• Provide leadership input into internal planning, including hiring strategies and resourcing decisions, and collaborate closely with the two Co-Founders to shape broader business strategy, people practices, and business culture.