Program Accounts & Finance, Associate

Operating under the founding principles of Cambridge Forums Inc., Cambridge Executive Connections (CEC) focuses on offering sophisticated learning and networking experiences for family offices, institutional investors, as well as governance and corporate leaders from around the world. Along with our flagship Forums, we offer avenues for members to engage and develop meaningful connections with peers globally.

Based in downtown Toronto, our rapidly expanding business has created the need for a highly capable individual to join our Accounting Team. We are a close-knit unit, looking for a candidate who thrives in a fast paced, ever-changing environment. Our ideal candidate is someone who can juggle competing priorities and deadlines, possesses excellent communication skills, and has exceptional attention to detail.

Reporting to the Manager, Program Accounts and Finance, the Associate will support the Manager with daily Accounts Receivable (AR) data entry and creation of financial transactions in Microsoft Business Central. They will interact with internal departments, assist with team inquiries, provide information, and support, and execute aspects of the program AR cycle and program financial cycle. This role also works alongside the Corporate Accounting team. This is a full-time position.

As a professional services company, our Program Accounts team spends much of their time managing the invoicing, collections, and registrations process for our events and memberships, and we rely on teamwork and communication to provide an exceptional service to our participants and internal stakeholders.

Job Type: Full-time

Benefits:

• Three weeks vacation plus December holiday shutdown
• Extended health care coverage

Schedule:

• Hybrid work environment – both remote and in the office
• Monday to Friday

Responsibilities

• Data entry: invoices for payment by recording cash, cheques, wire transfers, PayPal, and credit card transactions in MBC
• Filing and upkeep of customer invoices
• Investigate customer and team queries; provide information to Manager, Program Accounts and Finance to resolve
• Maintain updated customer information in MBC
• Update CRM to match MBC records
• Data entry in Microsoft Business Central (MBC) and CRM
• Creation of new item codes in MBC
• Following up with customers regarding outstanding invoices
• General Support to Manager, Program Accounts and Finance
• Verify that transactions comply with financial policies and procedures
• Maintain credit liability report for team
• Provides support to the Manager, Program Accounts and Finance during P&L reporting process
• Create templates, invoices, credit memos

Education/Experience:

• 1 to 2 years working in a corporate environment
• College Diploma or University Degree in Business, Administration, Finance or Accounting

Core competencies:

• Strong work ethic
• Excellent communication skills enabling you to deal effectively with customers and staff
• Ability to work independently in a fast-paced, dynamic team-oriented environment
• Critical thinker capable of assessing and managing shifting priorities
• Time management and ability to meet deadlines
• Attention to detail, accuracy, and thoroughness
• Deadline driven
• Customer centric
• Flexible and willingness to learn

Core Skills:

• Ability to manage receivables with accuracy and efficiency
• Operational Accounting Experience
• Professional and diplomatic communication skills
• Proven organizational and multi-tasking abilities
• 2-year experience in corporate environment
• Ability to manage a high volume of emails and transactions on an ongoing basis
• Strong computer skills

Assets:

• MS Office
• Experience with Microsoft Business Central
• Experience with Microsoft Dynamics CRM
• A Customer Service Background

If you have a high energy level and want to join a growing business that believes that strong performance goes hand in hand with work-life balance, we would love to hear from you.