Manager of Finance and Operations

This role is located in Peterborough, ON and requires on-site work.

Position Overview:

Reporting to the Executive Director, the Manager of Finance & Operations is a core leadership
role responsible for the financial health, people operations, administrative infrastructure, and
regulatory compliance of the organization. This position provides strategic and practical financial
leadership—driving full-scope budgeting, audit execution, revenue forecasting, and capital
allocation—while building operational capacity across HR, IT, governance, and facilities. By fine
tuning existing systems, maintaining strong organizational culture, ensuring compliance,
and providing timely forecasting, you ensure the organization operates ethically, efficiently, and
sustainably.

Key Responsibility Pillars

Lead Financial Management, Forecasting & Audit: Provide comprehensive financial
leadership by directing core accounting operations through supervision of the Bookkeeper,
managing external audits, building long-term cash flow models, and delivering actionable
financial intelligence to senior leadership and the Board.

• Supervise and manage the Bookkeeper, establishing clear accounting workflows,
reviewing journal entries, approving monthly account reconciliations, and ensuring
timely, accurate financial processing. Including, but not limited to general ledger
integrity, restricted/endowment fund accounting, payroll, and government filings (T4s,
T4As, T3010, HST remittances).
• Lead the full year-end audit process as the primary liaison with external auditors,
preparing audit workpapers and finalizing audited financial statements.
• Build dynamic multi-year financial forecasts and cash flow models that track
realized/pipeline revenues, multi-year grant cycles, loan repayments, capital projects,
and land acquisitions.
• Lead annual operating and capital budget development in close collaboration with
the Executive Director and program leads.
• Prepare regular financial reporting packages and variance analyses for the Executive
Director, Treasurer, Board of Directors, and fundraising teams.
• Maintain internal control frameworks, review disbursements, approve journal entries,
and support investment management with the Board Chair/Treasurer.
Manage Facilities & Capital Projects: Responsible for physical office operations, facility
rentals, vendor/partner contracts, and joint health and safety requirements are met.
• Manage office infrastructure, supplies, phone systems and similar to support a
thriving hybrid workplace.
• Oversee health and safety obligations (OHSA) across both office and field
environments.
• Oversee facility leases, service agreements, and project management for capital
asset improvements or repairs

Oversee People Operations & Workplace Culture: Manage end-to-end HR
administration, employee support programs, compliance, and equitable talent practices to
foster a healthy organizational culture.

• Lead recruitment administration, onboarding, offboarding, performance evaluation
cycles.
• Encourage and track professional development opportunities in collaboration with
staff Supervisors.
• Foster a supportive and inclusive workplace culture that adheres to ’s values and
Code of Conduct & Ethics.
• Administer staff benefit plans, leave tracking, lieu time accruals, disability claims, and
professional development record.
• Manage government employment grant programs (e.g., Canada Summer Jobs) from
application through reporting and compliance.
• Participate as an active member on ’s DEI working group.

Provide Governance, Risk & Legal Oversight: Oversee governance support, maintain risk
management frameworks, oversee insurance coverage, and ensure full legal and sector
compliance.

• Manage Board, Board committees, and AGM logistics, including agendas, staff
reports, minutes, governance records, and Board portal administration.
• Maintain the organizational Risk Register and execute operational, legal, and
compliance risk-mitigation strategies.
• Oversee corporate insurance policy renewals (D&O, General Liability) and maintain
physical and digital legal document archives.
• Ensure Agreements are in place to protect confidentiality and data security when
working with external partners.
• Ensure compliance with policies, the Canadian Land Trust Standards &
Practices and other CNCA and CRA requirements.
Direct IT Infrastructure & Digital Systems: Supervise organizational technology, CRMs,
data security protocols, digital platforms and ethical AI integration across the workplace.
• Responsible for external IT service providers, ensuring infrastructure meets security
and operational needs.
• Enforce protocols for user access, cybersecurity, data privacy, AI tools, and digital
document retention.
• Ensure database/CRM’s optimizes operational, stewardship, securement, financial,
and fundraising tools.
• Responsible for staff training and user adoption of IT tools.

Leadership & Operations: Ensure all actions support the Mission, Vision, Values and Strategic Plan

• Take full responsibility and accountability for goals in your area including budget
management, health and safety, staff and volunteer management, and compliance
with internal and external policy and certification needs
• Contribute to strategic leadership and provide hands-on management of programs
and projects within your portfolio
• Mentor and manage the Finance and Operations team, including workload
prioritization and performance evaluation and management, fostering an analytical,
collaborative environment centered on achieving measurable planning outcomes.
• Develop and manage the annual operational plan and both annual and capital
budgets for all areas of the department and lead the development of annual work
plans for department staff.
• Regularly review existing policies and recommend updates and refinements, or new
policies, as needed.
• Anticipate, assess, and mitigate legal, financial and reputational risks associated with
the department.

Qualifications:

Finance Expertise:
• Solid working knowledge of Canadian GAAP, specifically ASNPO (Accounting
Standards for Non-for-Profit Organizations)
• Post-secondary education in finance or accounting, business administration or
management; or commensurate experience.
• Demonstrated understanding of both general operations management principles and
financial statements with multiple fund accounting, and their application to not-for-profit
organizations, with the ability to analyze reports and provide accurate forecasting.
• 5 years of experience in the field, including experience in a not-for profit charitable
organization.
• Strong knowledge of Canadian charity regulations (CNCA), and CRA reporting
requirements.

HR and People Management:
• Strong social intelligence with a demonstrated ability to communicate effectively with a
diverse range of individuals and groups, lead staff and work collaboratively with others.
• Experience overseeing HR functions and cultivating collaborative work cultures.
• Proven track record leading staff.
• High level of integrity, discretion, confidentiality and commitment to equity, inclusion and
organizational values.

Governance & Compliance:
• Knowledge of the Canadian Land Trust Standards and Practices, and CNCA and CRA
related requirements for charities.
• Knowledge of Ontario employment legislation
• Experience working with boards and policy development

IT Skills:
• Solid understanding of digital and technical needs of an organization and the ability to
know when to outsource for additional expertise.

Education:
• CPA Designation or working towards (or equivalent experience) strongly preferred
• Post-secondary degree, and/or demonstrated commensurate knowledge, in finance or
accounting, business administration/management or related discipline.