Accounting Officer Jobs

Become an integral part of local businesses!

The Accounting Officer will be an integral, collaborative team member who has the challenge and opportunity to assist with the growth and development of a few of our locally owned and operated businesses:

Oak Medical Arts

As a growing, innovative healthcare company, we are in the “business” of providing exceptional care to patients. Oak has built an incredible team of pharmacists, chiropractors, social workers, nurses and in growth and development, we need strong management and leadership to drive each site to excel. We have incredible teams of providers and clinic staff, and are looking to continue to grow as a locally owned business in Thunder Bay, and continue to offer more to our community.

Cedar and Stone

A rapidly growing corporation, Cedar and Stone has a portfolio of commercial and residential real estate properties and is in the business of managing property, providing exceptional tenant support, renovations and property improvements and property maintenance.

Carte Blanche

A local cafe featuring unique products including charcuterie, specialty coffees, smoothies and sandwiches.

Continued growth in the future...

We are entrepreneurial and driven to continue to expand these businesses and much more. The Accounting Officer will be an integral part of the present and future of all affiliated corporations and any new expansions in the future!

Accounting Officer

Reporting to the Oak Medical Arts Senior Team, you will take a lead role in coordinating the activities, administration and organization of policies and processes associated with Accounting across all Oak Medical Arts locations and affiliated organizations.

As an extension of the organization’s administrative team, you will be accountable for the effective communication to the Senior Team, Administrative Team, and Management Team. You are required to provide confidential, well-organized, efficient, and professional support and administration in the area of accounting.

The Accounting Officer will be focused on supporting business development and growth objectives, while ensuring the continued improvement of operations and finance control.

As a growing, innovative healthcare company, we are in the “business” of providing exceptional care to patients. Oak has built an incredible team of pharmacists, chiropractors, social workers, nurses and in growth and development, we need strong management and leadership to drive each site to excel. We have incredible teams of providers and clinic staff, and are looking to continue to grow as a locally owned business in Thunder Bay, and continue to offer more to our community.

Operations Focus

The Accounting Officer will be very involved in decision making, issuing advice, and providing recommendations related to business operations. This will have a "ground level" focus with a window into the inner workings of a new and developing organization. The Accounting Officer will work directly with the senior leadership, will have regular meetings with other Officer positions [aka. People and Culture, Payroll, Marketing], and will also provide regular support to site managers.

Accountability

This section outlines the level of accountability required by the Accounting Officer. It is the Accounting Officer’s responsibility to perform accounting services correctly according to Canadian accounting standards for private enterprises or other appropriate financial reporting framework. It is your responsibility to lead in the gathering of all information required to prepare complete and accurate financial records, including support for HST input tax credits being claimed.

The Accounting Officer will coordinate the retention of all documents, cancelled cheques and other data that form the basis for income and deductions. These will be necessary to prove the accuracy and completeness of the figures in the event of a review by the Canada Revenue Agency. You will have the final responsibility for financial records.

The Accounting Officer will maintain a general ledger for Oak Medical Arts and affiliated organizations. You will review and approve all journal entries, transaction classifications and account codes determined or changed.

The Accounting Officer will provide summary resources for review by senior leadership such as: a monthly information package for your company, including management accounting information designed to help manage the businesses, monthly performance meetings to discuss areas of interest generated from management accounting information to help your business succeed.

Financial Accounting

Cash Deposits

• Post journal entries into QBO
• Summarize cash deposits and deposit them in the bank

Accounts Payable

• Process invoices in Dext at least once per week
• Collate vendor invoices
• Print cheques using QBO and/or document manual cheques
• Submit invoices to ReceiptBank
• Pay vendor balances via Accounts Payable platform(s)

Accounts Receivable

• Create sales invoices in QBO
• Post receipts to Dext
• Reconcile Accounts Receivable monthly

Bank and Credit Card Entries and Reconciliations

• Reconcile accounts
• Credit card(s) to be connected to QBO and automatically update information
• Bank account(s) to be connected to QBO and automatically update information

HST

• File HST return
• Review and provide amounts for return
• Remit payment to CRA via Accounts Payable platform

Capital Assets

• Record capital purchases to clearing account as per capitalization policy
• Maintain capital continuity schedule and prepare depreciation, addition and disposal journal entries.

Inventory

• Adjust inventory monthly

Class Allocations

• Book class allocation entries as required monthly

Intercompany Charges

• Book and manage intercompany charges as required
• Including but not limited to: Intercompany Labour, Intercompany inventory transfers, Intercompany loans, and shareholder loans

Payroll

• Record all payroll records and source deductions
• Complete processing of payroll and cashflow planning accordingly
• Record the summary payroll entries bi-weekly

Year-End Adjusting Journal Entries

• Prepare all year-end adjusting journal entries.

Management Accounting

• Budgeting and internal control
• Corporate finance
• Tax efficient corporate operation
• Cash management at sites
• Transfer pricing, and

Budget Development Support

• Provide leadership and oversight related to the Oak Medical Arts operational and capital budgets

Financial Statement Close Process Support

• Provide oversight to generate monthly and annual financial statements and analysis

Tax Reporting & Compliance

• Provide oversight and monitoring of all tax-related filings in a standard report format
• Responsible for facilitating the preparation and submission of annual corporate tax returns and any related filings by a third-party accountant

Weekly Financial Condition Review and Operational Tasks

• Monitoring of key internal controls and tasks related to controls such as large purchase approval
• Monitoring of key performance indicators and operational targets
• Weekly review of cash requirements and cash position, as applicable

Management Decision Support & Analysis

• Analysis as required, to support ongoing strategic initiatives and projects
• Priorities to be developed and agreed-upon quarterly

Presentation of Financial Reports

• Development and presentation of monthly / annual reporting to Senior Leadership as required
• Presentations to other stakeholders as required, including monthly site meetings with management

Business Development

• Services will be focused on supporting business development and growth objectives, while ensuring the continued improvement of operations and finance control

Workflow Development

• Ongoing review, recommendations, and implementation of accounting workflow processes

Reconciliations

• Ongoing management, booking, and processing of pharmacy and clinic reconciliations

Performance Management - Managers

• Supporting the leadership team and human resource team with performance management initiatives
• Including but not limited to: manager score card, site metrics/performance, and individual health providers performance

Collaboration

• Collaborate with People and Culture Officer with potential hires, current staff, payroll budgets, and other human resource initiatives
• Collaborate with Payroll and Benefit Officer with payroll processing, source deductions, and other payroll-accounting related matters
• Communicate with external vendors, clients, agencies, and institutions
• Regular communication with senior management on all activities
• Collaborate with Marketing Officer with marketing budget, prioritization of programs/services promotion, and other marketing matters
• Work with marketer on promotion of positions
• Drafting communications, presentations or correspondence

Standardization and organization

• Full utilization of Human Resource Information System(s) [HRIS]
• Ongoing standardization and updates of all accounting processes
• Share and create policies and procedures
• Follow all steps of accounting process

Financing Applications

• Financing may range from: mortgages, term loans, operating capital, lines of credit, credit card applications, and other financial products
• Lead financing applications for ongoing and future projects

Grant and Subsidy Applications

• Lead grant and subsidy applications for ongoing and future projects

Key Accounting Platforms

• Jeeves Secondary Accounts Payable
• Quickbooks Bookkeeping Software
• Syft Consolidated Financial Dashboard Platform
• Square Point of Sale Platform - Clinic Operations
• Plooto Primary Accounts Payable
• Dext [Receiptbank] Accounting Document Automation
• Chase Point of Sale Platform - Pharmacy Operations

Integrated Operational Platforms

• Payworks Payroll and Benefits Software [HR]
• Google Platform Communication, Administration
• Kroll Pharmacy Electronic Medical Record [EMR]
• Jane EMR Clinic Electronic Medical Record [EMR]