Financial Coordinator F/T

Social Development Centre Waterloo Region; Kitchener; On-site; CAD 30,000 - 60,000; Full time

Job summary

Join a forward-thinking organization dedicated to community development and social change! As a Financial Coordinator, you'll play a crucial role in managing finances, ensuring transparency, and supporting grassroots initiatives. This position offers the opportunity to work closely with diverse community partners, facilitating financial processes and reporting. You'll thrive in a dynamic environment that values flexibility and empowerment, where your contributions directly impact local communities. If you're passionate about finance and social justice, this role is perfect for you!

Benefits

Flexible working hours

Competitive benefits plan

Community involvement opportunities

Qualifications

• 3+ years of full-time bookkeeping experience required.
• Proficiency in Quickbooks Online and fund accounting is essential.

Responsibilities

• Manage day-to-day accounting and bookkeeping for the organization.
• Prepare month-end, year-end, and CRA filings with oversight.

Skills

Bookkeeping

Financial Reporting

Communication

Non-profit Financial Management

Meeting Facilitation

Education

3 years of bookkeeping experience

Tools

Quickbooks Online

Google Suite

Excel

Payworks

Job description

Be among the first 25 applicants!

What is the Social Development Centre Waterloo Region (SDC)?

The SDC was incorporated in 1967 as the Social Planning Council Kitchener-Waterloo. Over the years, we have incubated countless community projects, grassroots groups, and sibling non-profits. Today, our primary pillars are Housing & Homelessness, Grassroots Infrastructure, and Lived Expertise.

We run programming, community development, research, and advocacy projects such as:

1. Eviction Prevention Peer Support and Tenant Organizing
2. Lived Expertise Consultancy
3. Plan To End Chronic Homelessness
4. Festival of Neighbourhoods

Learn more about us here: https://www.waterlooregion.org

Please send your Cover Letter and Resume to Jennifer Cornish at [e-mail] by February 28th, 2025.

What is it like working at the SDC?

The SDC is a flexible and adaptive organization responding to the emerging needs of grassroots groups and equity-denied communities. We continue to develop a distributed leadership model where staff share key decision-making responsibilities. Many of our programs are staffed by peer workers, lived experts, or community advocates, so we have prioritized a workspace that is empowering and engaged in local issues. This role allows you to use your unique skills to uplift direct community change every day!

Our office is located at St. John Church, downtown Kitchener, which we share with St John’s Kitchen during the working week. We also host the Civic Hub Waterloo Region, a network of 40+ grassroots groups – so there is a high degree of community involvement every day. We support many of these groups with fiscal partnerships, meaning that our finance team has to be more relational and adaptable to the unique needs and cultures of the partner groups.

We are supported by United Way Waterloo Region Communities for core funding, and project funding is available through different Region of Waterloo funds, WR Community Foundation, City of Kitchener, Government of Canada, and Ontario Energy Board. Diverse sources of funding require timely accounting and report preparation. Grant periods rarely match our fiscal year-end date.

Role Description: In your role as Financial Coordinator / Head Bookkeeper, you will be responsible for the day-to-day accounting and bookkeeping responsibilities for SDC. You will report to SDC’s Executive Director and Treasurer of the Board, who will work with you on a regular basis. You will be responsible for supporting bookkeeping and reporting for a number of fiscal partnerships with our grassroots partner organizations through our Shared Platform program. This part of the role involves strong communication and the ability to explain financial terms and agreements in plain language.

Software:

QBO Advanced, Google Suite (Gmail, Drive, Sheets proficiency is needed), Payworks, Excel.

Estimated Time Commitment: 30-35 hr week

Compensation: $32 per hour. Competitive benefits plan.

Day-to-Day Accounting Tasks:

• Petty cash management and e-transfers
• Administrative and general office duties pertaining to financial records, such as maintaining historical records and filing. 99% of financial filing is digital (Google Drive)
• Prepare and process payroll and related remittances and documentation (i.e. PRSource/MERCs, T4s, T4A’s, ROE’s). Note – We are switching from manual to Payworks at the end of January 2025
• HST Rebate is filed semi-annually
• Charity Return is filed annually

Period Ends:

• Preparation of Month End, Year End, and CRA filings, supported by the ED and Treasurer who will help with budgeting, oversight, correspondence with CRA and funders, as needed. We have a volunteer accountant who is available to assist.
• Month End verifying entries and comparing system reports to General Ledger balances and Bank reconciliations.
• Generate reports, budget analysis as required for ED, Program Managers, Team/Board, Funders, CRA, external Accountants.
• Work closely with ED, Program Managers, and Board to develop and manage the operating budget and key program budgets.
• Prepare documents and work through year end Audit Engagement with our outside accountants.

Shared Platform (program/fund) Accounting and Donation Management:

a) DONATION PARTNERSHIPS

• Management and recording of donations that come in via various platforms (e-transfers, cheques, cash, bank deposits, CanadaHelps, CanadaOnlineGiving, etc)
• Tracking donations and expenses for different partner organization funds, producing monthly fund statements and invoicing partner organizations for services
• Communications - email and in-person, with the partnership organizations
• Tracking and issuing year-end charitable donation receipts for non-platform donations (e-transfers, cheques, cash)
• Tracking gifts in-kind for issuing tax receipts

b) FISCAL SPONSORSHIP - GRANTS

• Monthly reconciliation of Shared Platform transactions from receipts and budgets submitted by partnership organizations - project spending oversight for sponsored grants
• Issuing payments and funds transfer to Shared Platform participants, as required
• Quarterly review of the budget vs actuals with the financial team
• Communications - email and in-person, with the partnership organizations

Key Qualifications:

• Necessary - Minimum equivalent of 3 years full-time bookkeeping experience
• Necessary - Proficiency in Quickbooks Online, familiarity with QBO Class tracking
• Necessary - Comfort working in an online environment
• Necessary - Experience with non-profit bookkeeping, fund accounting
• Necessary - Familiarity with non-profit and charity financial management regulations
• Necessary - Experience in communicating financial information in plain language
• Necessary - Comfort with in-person meeting facilitation
• Necessary - Comfort working in-person, on site, in a busy and inclusive environment
• Preferable - Experience with Payworks payroll provider application
• Preferable - Experience with fiscal sponsorships/fiscal partnerships/intermediary agreements
• Preferable - Background in office administration and digital filing systems

Please send your Cover Letter and Resume to Jennifer Cornish at [e-mail] by February 28th, 2025.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales