Finance Assistant — Budgeting, Reporting & Cash Flow

Paylocity; Ottawa; On-site; CAD 45,000 - 60,000; Full time

Job summary

Paylocity is seeking a Finance Assistant to join the Administrative Team in Ottawa. The role involves preparing financial reports, budgeting support, and cash flow monitoring. The position requires flexibility with 1st and 2nd shifts and the ability to respond to emergencies as needed.

The Finance Assistant will help with audits, filing, and regulatory reports, ensuring records are neat and accessible. Strong accounting background and attention to detail are essential.

Qualifications

• Bachelor's degree in accounting; concentration in business preferred.
• Minimum of three years’ experience in accounting or related field.
• Familiarity with SAGE software.
• Superior attention to detail, organizational and analytical skills.

Responsibilities

• Process and prepare financial reports.
• Assist with the preparation and review of budgets, including the annual United Way Budget.
• Assist in monitoring cash flow, accounts, and other financial transactions.
• Prepare weekly bank deposits of accounts receivable.
• Maintain accounts by verifying, allocating, and posting transactions.
• Assist with monthly statistical reports and financial data to various agencies.
• Prepare financial reports by collecting, analyzing, and summarizing account information.
• Provide assistance in both the preparation for and during the annual CPA audit.
• File various state and federal reports prepared by the CPA.
• Prepare and submit Federal Financial Reports to SAMHSA.
• Attend finance and agency meetings assisting with financial reporting.
• Ability to climb three flights of stairs to deal with emergencies.
• Respond to emergency situations by placing calls to Fire, Rescue, Police, and Medical etc.
• Complete all required documentation in a timely manner.
• Perform program recordkeeping, filing, and the organization of vital documents.
• Provide telephone coverage for the assigned program and direct calls to other programs as needed.
• Participate in required supervisions staff meetings and trainings.
• Cooperate in investigations conducted by internal and external agencies.
• Ability to use a computer including inputting information into data systems.

Skills

Accounting

Attention to detail

Analytical skills

Multi-tasking

Computer literacy

Education

Bachelor’s degree in accounting

Tools

SAGE software

Job description

Paylocity is seeking a Finance Assistant to join the Administrative Team in Ottawa. The role involves preparing financial reports, budgeting support, and cash flow monitoring. The position requires flexibility with 1st and 2nd shifts and the ability to respond to emergencies as needed.

The Finance Assistant will help with audits, filing, and regulatory reports, ensuring records are neat and accessible. Strong accounting background and attention to detail are essential.