Canada’s Ombudsman for Banking Services and Investments (OBSI) is a national, independent, and not-for-profit organization that helps resolve and reduce disputes between consumers and financial services firms in both official languages. OBSI is responsive to consumer inquiries, conducts fair and accessible investigations of unresolved disputes, and shares its knowledge and expertise with the stakeholders and the public. If a consumer has a complaint against an OBSI participating bank or investment firm that they are not able to resolve with the bank or firm, OBSI will investigate at no cost to the consumer.

Job Title: Manager, Finance and Operations

Reporting to: Director, Finance and Operations

Direct reports: Specialists Finance and Operations

Vacancy: New vacancy

Salary Range: $120,000 to $140,000 per annum

Workplace Type: Hybrid arrangement. The OBSI office is located in downtown Toronto.

Duties and Responsibilities

OBSI’s Manager, Finance and Operations is responsible for leading the day-to-day financial operations of OBSI and ensuring the organization maintains sound financial management practices, strong internal controls, accurate reporting, and effective budgeting processes. The manager also plays a key leadership role in ensuring continuity of OBSI’s office and membership administration.

The Finance Manager provides timely insights, supports decision-making, and identifies opportunities to improve efficiency, effectiveness, and stewardship of organizational resources.

As a leader of the Finance team, the Manager, Finance and Operations is responsible for:

Financial Management and Reporting
- Leading monthly, quarterly, and annual financial reporting activities
- Preparing financial statements and supporting schedules
- Analyzing financial results and providing insights on trend and variances
- Monitoring organizational performance against budget and forecasts
- Supporting preparation of management reports and board reporting packages

Audit, Compliance and Internal Controls
- Coordinating external audits and year-end activities
- Maintaining strong internal control frameworks
- Ensuring compliance with regulatory requirements and organizational policies
- Supporting risk management and control improvement initiatives

Budgeting and Forecasting
- Coordinating annual budget development
- Supporting department leaders in building and managing budgets
- Preparing forecasts and scenario analyses
Financial Operations
- Overseeing accounts payable, accounts receivable, payroll coordination
- Ensuring all financial transactions are processed accurately and efficiently
- Monitoring cash flow requirements and funding needs
- Managing banking relationships
Membership administration and support
- Managing the administration of OBSI firm membership processes
- Managing membership fees and billing processes
- Managing firm inquiries and new firm onboarding
- Ensuring accurate membership firm recordkeeping including timely processing of new firms and resigning firms
Office Management and Administration
- Leading day-to-day office administration activities
- Managing relationships with office vendors and service providers
- Managing office facilities, supplies, equipment, and contracts
- Supporting health and safety administration
- Managing the organization and execution of all organizational activities and events
Process Improvement and Technology
- Identifying opportunities for automation and process improvement
- Improving reporting systems and financial workflows
- Supporting ERP and reporting platform enhancements
- Leveraging technology to improve efficiency and scalability
Effective Team leadership
- Building a high-performance finance team capable of supporting organizational growth
- Fostering accountability, collaboration, continuous learning, and strong service standards
- Mentoring Finance staff
Projects
- Contributing to organizational projects as required

Key Qualifications, Abilities, and Skills

Education
- CPA designation required
- Post secondary education in accounting
Experience
- 7+ years of progressive finance experience including managing budgeting and forecasting processes
- Experience supporting senior leadership decision-making
- Experience with audits and compliance
Competencies
- Superior interpersonal skills
- Ability to effectively prioritize tasks
- Superior professional communication skills
- Demonstrated ability to effectively prioritize complex tasks and to successfully manage multiple simultaneous projects under pressure
- Proficiency in Microsoft Dynamics Business Central
- Strong proficiency in the Microsoft Office suite of programs, as well as a demonstrated commitment to maximizing productivity through information technology and continuously improving information technology skills
- Proven leadership, organizational development and teambuilding skills

Manager, Finance & Operations

Duties and Responsibilities

Key Qualifications, Abilities, and Skills

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