Head of Finance Department: Finance & Accounting Reports To: Managing Principal Position Details: Full-time; work from office Location: Calgary, AB Position Summary The Head of Finance is a senior leadership role responsible for overseeing all financial operations of the organization, including accounting, financial planning and analysis, reporting, budgeting, treasury, and internal controls. This individual serves as a strategic partner to leadership, providing financial insight that guides business decisions while ensuring the accuracy, integrity, and compliance of the company's financial records and processes. Key Responsibilities Financial Strategy & Leadership Serve as a key advisor to the partners on financial strategy, business planning, and long-term financial health. Develop and implement financial policies, procedures, and internal controls. Lead annual budgeting and forecasting processes across the organization Provide financial modeling and scenario analysis to support strategic decision-making Collaborate closely with Operations to optimize project execution and predictability Accounting Operations Oversee day-to-day accounting operations, including accounts payable, accounts receivable, payroll, and general ledger functions. In collaboration with the Principals, ensure all customer invoices capture appropriate charges and are prepared and sent accurately and on time; work with Principals and Project Leads to resolve overdue accounts and outstanding payment issues. Process or oversee payroll on a semi-monthly basis Ensure timely and accurate monthly, quarterly, and annual financial close processes, including preparation of month-end statements Implement and manage financial software and systems to streamline processes and improve accuracy and efficiency Maintain compliance with GAAP and applicable regulatory requirements Manage relationships with external auditors, tax advisors, and banking partners Reporting & Analysis Prepare and present financial statements and performance reports to leadership and the partners. Develop KPIs and dashboards to track organizational financial performance Complete analytical reviews of monthly operating results with the accounting team and Principals Analyze variances between actual results and budget/forecast, identifying risks and opportunities, and recommend corrective actions as needed Cash Flow & Treasury Management Oversee cash flow management, working capital, and liquidity planning Monitor daily banking and Visa limits, and make payments to maintain cash levels that sustain business operations Manage banking relationships, credit facilities, and debt obligations Support capital planning and investment decisions Team Leadership Build, mentor, and manage the finance and accounting team Establish clear performance goals and professional development plans for direct reports Foster a culture of accuracy, accountability, and continuous improvement Risk & Compliance Identify and mitigate financial risks across the organization, assessing potential impact and developing strategies to manage them Serve as primary contact with CRA, managing messages and notifications Process monthly remittances including GST, corporate tax, and WCB Ensure compliance with tax filings, regulatory reporting, and audit requirements Ensure transactional functions are appropriately allocated to maintain segregation of duties and effective internal controls that safeguard the custody of assets and records Year-End Prepare year-end statements and work with the external accountant on year-end Prepare all statements and financials for the shareholders' individual corporations for external accountants at year-end Qualifications Required Bachelor's degree in Accounting, Finance, or related field 8+ years of progressive experience in accounting/finance, including 3+ years in a leadership role Strong knowledge of GAAP, financial reporting, and internal controls Proficiency with accounting/ERP systems and advanced Excel skills Excellent analytical, communication, and leadership abilities Preferred CPA, CMA, or MBA Experience working in professional services sectors Experience with financial systems implementation or process improvement initiatives Prior experience presenting to a board of directors or ownership group Core Competencies Strategic and analytical thinking Integrity and sound judgment Strong leadership and team development skills Attention to detail balanced with big-picture perspective Effective communication with both financial and non-financial stakeholders