Director of Finance

Excellent opportunity for a hands-on Finance & Operations professional to take ownership of the day-to-day finance function within a growing and highly regarded professional services organization. This is a broad role encompassing accounting operations, payroll, cash flow, client invoicing, AR/AP, commissions, tax coordination and financial reporting, with direct exposure to the CEO.
This would be a great opportunity for someone who enjoys working within a smaller, entrepreneurial organization where they can take ownership, work autonomously and have visibility across the business.

Our client is a growing Canadian professional services organization with a collaborative, high-performing and people-focused culture.
The organization works with companies across Canada and the United States and has built an excellent reputation within its industry.
This is a fully remote position, offering the successful candidate the opportunity to work closely with the CEO and broader team while independently overseeing the company's day-to-day finance operations.

SWIM is recruiting for a Finance & Operations Manager to provide maternity leave coverage beginning in Fall 2026.
Reporting directly to the CEO, the Finance & Operations Manager will take ownership of the organization's day-to-day finance function while working closely with external accounting partners in Canada and the United States.
This is a very hands-on position.
The successful candidate will be responsible for ensuring payroll, invoicing, accounts receivable, payments, cash flow, commissions, tax obligations and financial administration continue to operate accurately and on schedule.
This is not a traditional people-management or strategic Director of Finance position. The ideal candidate genuinely enjoys being close to the numbers and personally managing the day-to-day financial activities of a business.
There will be a comprehensive transition period with the current Director, Finance & Operations prior to their maternity leave, including documented processes, templates, systems training and a detailed Finance Transition Manual.

Responsibilities will include:

• Monitor company bank accounts, cash balances and upcoming financial obligations.
• Manage cash-flow requirements and ensure appropriate funds are available for payroll and scheduled payments.
• Maintain accurate financial information within Quick Books Online.
• Work closely with external Canadian and U.S. accounting partners.
• Prepare and issue client invoices and maintain sales and invoicing records.
• Monitor accounts receivable and follow up on outstanding client payments.
• Coordinate accounts payable and company payments.
• Review and approve Canadian payroll.
• Prepare and process U.S. payroll.
• Coordinate Canadian RRSP and U.S. 401(k) contributions.
• Review and process employee expenses in CAD and USD.
• Review, process and coordinate payments for consultants and contractors.
• Coordinate corporate tax instalments and recurring tax requirements.
• Support T4, T4A, 1099 and W-9 requirements in partnership with external accountants.
• Calculate and coordinate quarterly employee commission payments.
• Coordinate scheduled dividend and applicable executive payments.
• Maintain commission, payroll, cash-flow and other finance schedules.
• Provide regular financial updates to the CEO covering cash position, receivables, upcoming obligations and any items requiring attention.
• Proactively identify potential cash-flow, payroll, payment or compliance issues.
• Maintain accurate financial records, spreadsheets and documentation.
• Support ad hoc finance and operational projects as required.

We are looking for a hands-on finance professional who is comfortable taking…