Financial Analyst

JUMP Math; Toronto; Hybrid; CAD 56,000 - 70,000; Full time

Benefits offered by this job

Benefits

Job summary

JUMP Math is seeking a Financial Analyst (Compliance & Inventory) in the Greater Toronto area. The role blends nonprofit governance with enterprise inventory management, balancing US-Canada tax rules and cross-border reporting.

You will oversee regulatory compliance, inventory valuation, and financial reporting while partnering with Sales and Publishing teams. This is a hybrid, full-time position with benefits.

Qualifications

• Post-secondary degree in Accounting/Finance or related field, or equivalent work experience.
• 3–5 years handling inventory ledgers and charity financial management.
• Proficiency in QuickBooks Online and Salesforce; advanced Excel skills.

Responsibilities

• Monitor monthly and quarterly tax and compliance matters across US states and international reporting.
• Create monthly task schedules to ensure reporting is submitted on time.
• Identify and recommend external compliance vendors for reporting and remittances.
• Coordinate accounting for T3010 and CRA regulations to ensure charity compliance.
• Process HST returns and PSB tax rebates accurately.
• Monitor ledgers and separate restricted donor funds from unrestricted revenues, provide donor reports.
• Maintain daily/monthly bookkeeping in QuickBooks Online and data flows from Salesforce.
• Prepare audit-ready working papers and robust internal controls.
• Reconcile inventory and resolve discrepancies with publishers and distributors.

Skills

Excel

Forecasting

Financial statements

Cash flow management

Problem-solving

Communication

Education

Accounting/Finance degree or diploma

3–5 years inventory/ nonprofit finance experience

Excel mastery (Pivot, vlookup, formulas)

Tools

Salesforce

QuickBooks Online

Job description

Organization Description

JUMP Math is a Canadian charity with global reach that empowers teachers and educators to multiply the potential in every classroom through research-informed, curriculum-aligned resources and approaches that ignite and nurture an enduring understanding and love of math in every student. For more information: www.jumpmath.org

Position Summary

The Financial Analyst (Compliance & Inventory) plays a vital hybrid role balancing non-profit governance with the commercial mechanics of a charitable social enterprise that operates primarily in North America but also has sales and licensing revenues from other countries such as India, Spain and Chile.

Reporting directly to the Director of Finance and Accounting, this position splits its focus equally between managing the strict regulatory, grant, and tax compliance profiles of a registered charity in Canada and the USA and overseeing the physical and digital product inventories of JUMP Math’s published mathematics resources to ensure efficient inventory management, forecasting and cash flow management.

This is a full-time role with benefits.

Location of Work

This role must be located in the Greater Toronto area and is intended to be mainly remote but you may be required to attend in person meetings at the JUMP Math offices or other locations in the GTA.

Salary Range

$55,800-$69,800

Key Accountabilities

1. Compliance, Tax, & Financial Reporting (50%)

• Monitor monthly and quarterly tax and compliance related matters with specific US states or international reporting requirements to ensure JUMP Math remains in good standing in the jurisdictions in which we operate.
• Create monthly schedules of tasks for the organization to implement to ensure compliance requirements are fulfilled, and work with colleagues across the organization to ensure reporting is submitted on schedule.
• Investigate and recommend external compliance vendors and services to assist with the organization’s reporting and tax filings and remittances.
• Charitable Tax & Compliance: Assist with the coordination of accounting records to support the completion of the annual Registered Charity Information Return (T3010) and maintain absolute alignment with Canada Revenue Agency (CRA) regulations.
• HST Administration & Rebates: Process monthly and quarterly Harmonized Sales Tax (HST) returns and accurately calculate public service bodies' (PSB) tax rebates.
• Fund & Ledger Reconciliations: Monitor financial movements across the general ledger, strictly separating restricted donor/grant funds from unrestricted social enterprise publishing revenue streams, and provide updated restricted grants financial reports for the development and program teams for donor reporting.
• System Integration: Maintain daily and monthly bookkeeping practices within QuickBooks Online, ensuring continuous, clean data flows from sales funnels captured in Salesforce.
• Audit Preparation: Develop robust internal controls, maintain pristine audit trails, and prepare working paper files for external year-end financial reviews.

1. Publishing Inventory Management & Operations (50%)

• Distributor and Inventory Reconciliation: Reconcile physical publishing titles, print stock variations, and third-party distributor report counts with inventory registers in QuickBooks Online.
• Cost Accounting & Valuation: Execute calculations for Cost of Goods Sold (COGS), landed production expenses, royalty payouts, and structural inventory obsolescence reserves.
• Review printing inventory invoices and receipt reports with the Publisher to ensure accurate inventory management, reconciliation and accounts receivables for key print vendors.
• Salesforce Order Sync: Audit transaction flows and pipeline orders originating from Salesforce to guarantee zero leakage in sales-to-inventory tracking frameworks.
• Operational Reporting: Package routine performance metrics—such as unit margins, product line profitability, inventory turnover ratios, and stock exception alerts for the Director of Finance and Administration.

Skills

• Technical skills: MS Excel, basic financial modeling and forecasting, strong grasp of balance sheets, income statements and cash flow dynamics
• Analytical and core skills: Financial trends, variances and operational risks
• Excellent problem-solving, communication, leadership and collaboration skills
• Presentation skills with PowerPoint, visual charts and visual modeling diagrams
• Active listening and time management skills
• Accounting foundations

Personal Attributes

• Collaborative and respectful team player
• Independent and self-motivated
• Strong problem-solving skills
• Ability to think creatively and follow through with ideas
• Proactive and adaptable to a fast-paced and dynamic environment
• Commitment to the social mission and inclusive education

Education and Experience (minimums)

• Post-secondary diploma or degree in Accounting, Finance, or a related business field or equivalent work experience.
• 3 to 5 years of practical experience handling inventory ledger configurations, multi-channel cost tracking, and/or charity financial management structures.
• Technical Mastery: High day-to-day competency inside QuickBooks Online and Salesforce ecosystem pipelines. Elite mastery of Microsoft Excel configurations (pivot tables, complex matching, multi-sheet formulas).
• Mission Alignment: Prior exposure to, or a strong personal passion for, community impact models, non-profit values, and double-bottom-line social enterprise environments.
• Professional Path: Holding or actively working toward relevant financial education programs or accreditations
• Previous experience with managing compliance and reporting for a non-profit is an asset

Diversity, Inclusion and EEO

JUMP Math is committed to diversity within its community and especially welcomes applications from racialized persons/persons of colour, women, Indigenous/Aboriginal people of North America, persons with disabilities, LGBTQ persons, and others who may contribute to further diversification of ideas. All qualified candidates are encouraged to apply. If you require accessibility accommodation, please indicate in your application. Application is only open to those legally eligible to work in Canada.