LEADERSHIP AND STAFF DEVELOPMENT

• Provides empowering leadership to support a team to operate as a high functioning team
• Supervise and motivate WellFort Finance staff, coordinating workflow and ensuring that all financial reporting deadlines and performance expectations are met
• Develop, implement, monitor, and evaluate processes to orient new staff to the team
• Provide leadership, guidance, and coaching to direct reports, ensuring continual development, and fostering a collaborative team environment
• Foster a culture of continuous improvement and learning; enhancing financial literacy within the Finance team and organizational leadership
• Develop and implement new processes and procedures to enhance workflow and productivity of the department
• Ensures rigorous application and observance of policies, procedures, and contractual obligations.
• Attracts, retains, and develops direct reports; and manages staff separations of duties as required.
• Facilitates team-based initiatives and promotes effective inter-professional functioning and operations with a shared care model.
• Provides guidance and training to other leaders in the organization to support program accountability around budget creation, monitoring and effective use of available funding

Organizational Responsibilities:

• Actively contributes to the mission, vision, and values of WellFort
• Participates in staff meetings and on interdisciplinary teams
• Participates in the overall activities of the health centre (e.g.,) in-service training, committees, special events, and shared staff responsibilities
• Establishes department objectives, priorities and workplans which are aligned with WellFort’s organizational objectives.
• Follows the organizational Code of Ethics and professional standards of your certification and/or your position in the organization
• Adheres to the policies and procedures of the finance department and organization
• Performs the duties outlined in this job description
• Contributes in a positive way to the overall success of the finance department and organization
• Participate in activities designed to promote WellFort, as directed
• Acts as liaison with external auditors, corporate lawyers, landlords, cleaners and other maintenance contractors.
• Actively participate in Board activities and Staff development activities organized internally and externally such as Staff Development Days, Staff Recognition, Annual General Meeting and Board Committee
• Lead the establishment of program goals and objectives and set service priorities based on these goals and be accountable to an Annual Business Plan for the portfolio and the organization
• Demonstrate a positive professional attitude when representing the organization in the community
• Follow the direction of the Joint Health & Safety Committee in complying with the Ontario Health & Safety Act
• Supports the planning and review of WellFort’s Enterprise Risk Management process
• Assists with policy creation for finance, occupational health & safety and other areas as may be required.
• Manages the Centre’s financial and capital assets.
• Maintains awareness of and compliance with funder requirements, policies, procedures, and regulations.
• Coordinate, attend, participate in team/management meetings, and all-staff meetings as required
• Participate in agency quality improvement activities, e.g. accreditation projects, Information Systems Support and Privacy and Security committees, special events, etc.
• Participate in quality improvement activities at the team/program level
• Participate in external and audit committees as required
• Participate in direct, regular, formal supervision and work to have client representation in program operations and input into related policies
• Undertakes other duties as assigned from time to timeServe on other external committees that support integrated care planning as part of the Ontario Health Team model that will evolve over time

EDUCATION AND EXPERIENCE:

• Undergraduate Degree in Accounting and /or relevant certification in Accounts Management
• CMA, CGA or CA designation required
• Five (5) years direct experience in accounting, financial systems, and payroll systems
• Three (3) to Five (5) years of staff supervisory or management experience
• Strong computer skills and knowledge of MS-Excel, Great Plains, ADP Workforce Now

KNOWLEDGE AND SKILLS:

• Ability to communicate (written and verbal) with people from a variety of disciplines
• Demonstrated exceptional people management and leadership skills
• Demonstrated change management, process improvement and innovation skills
• Excellent interpersonal, time management and organization skills
• Demonstrated accountability with a strong work ethic is required. Must be self-directed with the ability to exercise independent discretion; strong awareness of confidentiality is required
• Knowledge and experience with Ontario Health Care Reporting (OHRS) guidelines preferred
• Demonstrated ability to work independently in a multi-task environment and to prioritize and delegate tasks in a manner that meets staff needs and program objectives
• System implementation experience
• Ability to translate strategies into strategic and operational activities
• GreenBelt/process improvement focus considered an asset
• Demonstrated ability to work collaboratively with directors, management, and front-line staff
• Ability to work well in a fast paced, constantly shifting and changing healthcare landscape
• Resilience and the ability to remain calm and deliberate under conditions of stress
• Knowledge and understanding of non-profit accounting (health care focus considered an asset)
• Personal commitment to organizational excellence; displays honesty, integrity, and a strong sense of ethics in all decision and actions
• Strong oral and written communication skills
• Respect for client and employee privacy and confidentiality

REQUIREMENTS OF THE POSITION:

• Valid driver’s license
• Automobile in good repair and insurance coverage as required by agency policy
• Satisfactory Criminal Record Check (CRC) and Vulnerable Sector Screening (VSC)

PURPOSE

The Manager of Finance will be responsible for leading the Finance Team and responsible for the oversight and operations of financial and reporting practices that support WellFort meetings its mission and obligations to stakeholders. A focus on supporting people and processes, the Manager will ensure the effective coordination and execution of all daily activities of the Finance functions to ensure the timely and accurate reporting and budget planning of the financial results of WellFort. The Manager of Finance will analyze and provide financial advice and guidance to the CEO and Management on future financial planning, new program development and seek out ways to improve existing financial procedures and policies for our organization and external stakeholders. Reporting to a senior leader or delegate, the Manager of Finance participates as part of the leadership team to support the organization’s Vision, Mission and Values and is responsible for the successful leadership and management of financial operations at WellFort. The Manager of Finance is vital in determining the financial position of WellFort CHS and he/she/they will be an excellent problem solver with excellent attention to detail.

SERVICE RESPONSIBILITIES:

• Leads and supports the Finance function with the day-to-day financial operations within the company (payroll, accounts payable and receivables, reporting, reconciliation, and other transactions)
• Acts as a liaison between the Finance team and Leadership, by identifying opportunities for change, shifting the mindsets and behaviours that are required to achieve necessary change
• Accountable for regular reporting (financial and statistical) to all funding bodies, and ensures adherence to financial policies and preparation of funder reports
• Accountable for leadership of enterprise risk monitoring and planning
• Operationalize strategic goals and initiatives of WellFort
• Works collaboratively with other functions to ensure key operating model deliverables are aligned with organizational initiatives, and to ensure data & technology enablers are in place to achieve financial goals of the organization
• Seeks approaches for shifting from transactional processes to becoming a business partner that helps solve issues/challenges and/or add value through cost saving opportunities
• Seeks approaches, leads and supports the organization towards a transition to electronic payment methods for many day-to-day processes
• Ensures regular full financial reconciliation practices are embedded in practice and regularly reviewed with the CEO
• Develops and improves on existing reporting processes and timeliness to share real-time information in user-friendly reports and implement course corrective actions
• Develops and manages the implementation of all finance and accounting functions, controls, procedures and systems.
• Enhances customer experience of the organization and external stakeholders
• Oversees the communications on financial changes and upcoming financial deadlines to the organization
• Leads the development, implementation and monitoring of key performance indicators for the Finance team
• Leads the budgetary spending and planning process, review budgets/actuals and variances with CEO and leadership on a monthly basis
• Prepares financial forecasts and maintain an accurate tracking on surplus/deficit by funding stream
• Ensures accurate allocation, tracking, and reporting of expenses to various funding streams and cost centers
• Oversees and creates Journal Entry batches in alignment with existing financial policy
• Collaborates with program Managers, Senior Directors and CEO on new funding opportunities, and change initiatives
• Prepares draft budgets for new projects and new submissions
• Prepares quarterly reports as required for entry into the reporting systems for Ontario Health.
• Prepares reconciliations as required, and review those prepared by Finance staff to ensure accuracy and consistency
• In collaboration with the CEO and leader of People and Culture, prepares and negotiates benefits insurance coverage and effective implementation of benefits and pension plans
• Leads closing of month-end and year-end financial processes, as well as lead year-end audit
• Coordinates and monitors the cash flow and makes monitors for any surplus funds and makes recommendations to the CEO for best use of available funding to meet the organizations mandate.
• Monitors ADP payroll system to ensure system is maintained, payroll review is completed, and annual payroll-related tasks are completed in a timely manner
• Establishes schedule for testing and auditing Internal Controls to ensure they are being enforced and remain effective
• Assists in purchasing requirements and ensures that quotes are obtained within the purchasing policies, procedures, and the guidelines of the Broader Public Sector Directives and internal control systems
• Ensures completion and timely submission of all tax reporting and payments
• Ensures financial policies and procedures are up to date, regularly reviewed and being followed consistently
• Attends audit committee meetings and Finance of Committee of the Board meetings and serve as an advisor to the CEO and the committee
• Manage any escalation and effective resolution with all vendor partners
• Serves as a liaison between banking institutions and instruments to strategically ensure the operational needs are best met with a value for money mindset
• Accountable for appropriate taxation and corporation fillings and other compliance matters

Organizational Responsibilities:

• Actively contributes to the mission, vision, and values of WellFort
• Participates in staff meetings and on interdisciplinary teams
• Participates in the overall activities of the health centre (e.g.,) in-service training, committees, special events, and shared staff responsibilities
• Establishes department objectives, priorities and workplans which are aligned with WellFort’s organizational objectives.
• Follows the organizational Code of Ethics and professional standards of your certification and/or your position in the organization
• Adheres to the policies and procedures of the finance department and organization
• Performs the duties outlined in this job description
• Contributes in a positive way to the overall success of the finance department and organization
• Participate in activities designed to promote WellFort, as directed
• Acts as liaison with external auditors, corporate lawyers, landlords, cleaners and other maintenance contractors.
• Actively participate in Board activities and Staff development activities organized internally and externally such as Staff Development Days, Staff Recognition, Annual General Meeting and Board Committee
• Lead the establishment of program goals and objectives and set service priorities based on these goals and be accountable to an Annual Business Plan for the portfolio and the organization
• Demonstrate a positive professional attitude when representing the organization in the community
• Follow the direction of the Joint Health & Safety Committee in complying with the Ontario Health & Safety Act
• Supports the planning and review of WellFort’s Enterprise Risk Management process
• Assists with policy creation for finance, occupational health & safety and other areas as may be required.
• Manages the Centre’s financial and capital assets.
• Maintains awareness of and compliance with funder requirements, policies, procedures, and regulations.
• Coordinate, attend, participate in team/management meetings, and all-staff meetings as required
• Participate in agency quality improvement activities, e.g. accreditation projects, Information Systems Support and Privacy and Security committees, special events, etc.
• Participate in quality improvement activities at the team/program level
• Participate in external and audit committees as required
• Participate in direct, regular, formal supervision and work to have client representation in program operations and input into related policies
• Undertakes other duties as assigned from time to timeServe on other external committees that support integrated care planning as part of the Ontario Health Team model that will evolve over tim