Controller, Finance Operations and Transformation

H&R Block Canada; Calgary; On-site; CAD 120,000 - 180,000; Full time

Job summary

H&R Block Canada is seeking a Controller, Finance Transformation to lead the Finance workstream within the Block Centre project. The role reports to the Modernization Program Lead and Finance Leadership and coordinates with Finance, Technology, external partners, and business stakeholders to define, configure, test, and implement finance solutions.

This 18 to 24 month contract offers the opportunity to influence controls, data migrations, testing, and cutover readiness while aligning processes

Qualifications

• Bachelor’s degree required with 10+ years in finance operations, finance systems, or business transformation and 5+ years in leadership.
• Experience supporting finance application implementations, ERP/financial systems, or enterprise transformation projects.
• CPA, PMP, CBAP or related designation is an asset.
• Experience with financial controls, data migration, testing, documentation, and change readiness is an asset.
• Experience with Microsoft Dynamics Business Central is an asset.
• Expert proficiency in Excel, Word, PowerPoint, Outlook and related tools.

Responsibilities

• Leads the finance workstream for finance systems modernization, including planning, validating requirements, solution design input, configuration support, testing, cutover readiness, and post-implementation stabilization.
• Collaborates with Finance, Technology, project teams, vendors, and cross-functional stakeholders to translate business needs into functional requirements and decisions.
• Partners with Finance leadership and stakeholders to provide leadership, facilitate decisions, and ensure successful delivery of project objectives.
• Documents current and future-state finance processes, identifies gaps, and recommends improvements aligned with objectives and internal controls.
• Supports application configuration, workflow design, reporting, master data requirements, and integrations affecting finance processes.
• Coordinates system testing, user acceptance testing, defect triage, issue resolution, and sign-off activities for finance functionality.
• Ensures finance data, controls, reconciliations, and reporting are considered during design, migration, and deployment.
• Prepares project documentation and training materials; supports change management and user readiness.

Skills

Leadership

Stakeholder management

Analytical thinking

Communication

Process mapping

Documentation

Workshop facilitation

Ownership

Education

Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field

CPA / PMP / CBAP or related designation (asset)

Tools

Microsoft Dynamics Business Central

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

About The Role

The Controller, Finance Transformation reports to the Modernization Program Lead and Finance Leadership. The role is responsible for leading the Finance workstream within the Block Centre project. This role serves as the primary liaison between Finance, Technology, external implementation partners, and business stakeholders to ensure finance requirements, processes, reporting needs, and integrations are effectively defined, configured, tested, and implemented.

The Controller, Finance Transformation reports to the Modernization Program Lead and Finance Leadership. The role is responsible for leading the Finance workstream within the Block Centre project. This role serves as the primary liaison between Finance, Technology, external implementation partners, and business stakeholders to ensure finance requirements, processes, reporting needs, and integrations are effectively defined, configured, tested, and implemented.

This is a 18 to 24 month contract with a possibility of extension and/or permanency.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field and 10+ years of progressive experience in finance operations, finance systems, business transformation, project implementation, or a related discipline, with at least 5+ years in a leadership role including experience leading initiatives and providing business recommendations to senior stakeholders.
• Experience supporting finance application implementations, ERP/financial systems, workflow tools, reporting platforms, or enterprise transformation projects is required.
• CPA, PMP, CBAP, or other relevant finance, project management, or business analysis designation is an asset.
• Experience with financial controls, data migration, systems testing, process documentation, and change readiness is an asset.
• Experience with Microsoft Dynamics Business Central is an asset.
• Expert proficiency in Microsoft Excel, Word, PowerPoint, Outlook, and related collaboration/project management tools.

Key Areas Of Responsibility

• Leads the finance workstream for the finance systems modernization, including planning, requirements validation, solution design input, configuration support, testing, cutover readiness, and post-implementation stabilization. Provides recommendations based on finance and business experience to support project decisions and successful outcomes.
• Collaborates with Finance, Technology, project teams, vendors, and cross-functional stakeholders to translate business needs into clear functional requirements and solution decisions.
• Partners closely with Finance leadership and other key stakeholders, to provide leadership, facilitate decision-making, and help ensure successful delivery of project objectives.
• Documents current state and future-state finance processes, identifies gaps, and recommends practical improvements aligned with project objectives, operational requirements, and internal control standards.
• Supports application configuration, workflow design, approval routing, master data requirements, reporting needs, and integrations impacting finance processes.
• Coordinates and participates in system testing, user acceptance testing, defect triage, issue resolution, and sign-off activities for finance-related functionality.
• Ensures finance data, controls, reconciliations, and reporting outputs are considered throughout design, testing, migration, and deployment activities.
• Prepares and maintains project documentation, including process maps, test scripts, decision logs, training materials, standard operating procedures, and support documentation.
• Partners with change management and business leaders to support training, communications, user readiness, and adoption of the new finance application capabilities.
• Monitors project risks, dependencies, and action items related to the finance workstream and escalates issues as appropriate.
• Provides leadership and hands-on support for ongoing Finance department priorities and operational activities as required, balancing project responsibilities with business needs.
• Responsible for the day to day accounting and may also provide oversight or support for Procurement, leveraging practical operational engagement to inform and strengthen the build of Block Centre accounting.
• Supports benefits realization by tracking expected process improvements, adoption outcomes, and operational impacts following implementation.

Preferred Qualifications

• Strong understanding of accounting processes, reconciliations, approvals, controls, reporting, and month end activities.
• Demonstrated ability to bridge Finance and Technology requirements and communicate effectively with both business and technical stakeholders.
• Strong analytical, problem-solving, documentation, and process‑mapping skills with keen attention to detail.
• Ability to lead workshops, facilitate decisions, manage competing priorities, and drive deliverables in a fast paced project environment.
• Demonstrated leadership capability with the ability to influence decisions, provide sound recommendations, and build alignment among stakeholders in a complex transformational environment.
• Excellent verbal and written English communication skills. French communication skills an asset.
• Strong stakeholder management skills and ability to build effective working relationships across departments, vendors, and project teams.
• Results focused approach with sound judgement, ownership, and ability to elevate risks and issues appropriately.

Why work for us

For over 60 years, H&R Block has prepared taxes for millions of Canadians annually. Headquartered in Calgary, Alberta, we serve taxpayers in more than 1,000+ offices, through our upload from home service, and online with our DIY tax software. Our dedicated team of Tax Experts use the latest in electronic processing and filing technology to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental and estate.

Becoming an H&R Block Associate it is an opportunity to grow with the strongest brand in the tax preparation industry. We are looking for people who want to provide help and inspire confidence in our clients and communities. We know that the ability to deliver outstanding client service starts with having the best talent on our team, and if you want to be part of our success story then we want to hear from you!