The Role
Own month- and year-end close, maintain general ledger in Sage Intacct, prepare management reporting and analyses, manage AP/AR, payroll coordination and bank reconciliations, support the CFO with budgeting and insights, manage and mentor junior finance staff, and lead systems/process improvements and external audit liaison.
Summary Generated by Built In
About Umbrella
About the role
Key Responsibilities:
What we are looking for:
Umbrella Incorporated partners with enterprises to navigate complexity, accelerate growth, and drive measurable impact.
This role will support both Cloud Managed Networks and Tidal Commerce, two member companies of Umbrella Incorporated, supporting a dynamic and growing environment spanning IT infrastructure, cloud technologies, cybersecurity, and digital commerce consulting & implementation.
We are seeking an experienced and hands-on Assistant Financial Controller to join our team and serve as the operational backbone of our finance function. This role is central to the day-to-day running of our financial operations. The controller will provide strong technical finance leadership and ensure the integrity of our financial reporting. This is an ideal role for a seasoned finance professional who thrives in a collaborative environment, is comfortable being the most technically proficient finance person on the team, and takes pride in building reliable processes.
This is an active role, with a preference for onsite work in Richmond Hill, ON, though remote candidates based in Canada may also be considered.
Financial Operations & Reporting
- Own the month-end and year-end close process, ensuring timely and accurate financial statements
- Prepare and review management accounts, variance analyses, and financial reports for the CFO and senior leadership
- Maintain the integrity of the general ledger and chart of accounts within Sage Intacct
- Oversee accounts payable, accounts receivable, cash flow management, and bank reconciliations
- Manage payroll processing coordination and ensure compliance with payroll obligations
- Ensure compliance with all relevant tax filings, regulatory requirements, and statutory deadlines
CFO Partnership
- Act as a trusted right hand to the CFO, translating financial data into clear insights and recommendations
- Prepare materials and briefings that enable the CFO to make well-informed decisions
- Flag risks, discrepancies, or issues proactively, providing context and proposed solutions
- Support budgeting and forecasting cycles, working closely with the CFO on assumptions and outputs
Junior Financial Analyst and Administrator Management
- Directly manage, mentor, and develop the Junior Financial Analyst and Administrator, providing day-to-day guidance and quality review
- Set clear priorities, review work for accuracy, and ensure the Junior Financial Analyst and Administrator has the tools and knowledge to succeed
- Serve as the primary escalation point for the Junior Financial Analyst and Administrator on complex transactions or accounting questions
- Build and document standard operating procedures (SOPs) for key finance processes
Systems & Process Improvement
- Serve as the primary power user and administrator of Sage Intacct
- Identify and implement process improvements to increase efficiency and accuracy across the finance function
- Collaborate with Technology team to implement system enhancements on Sage Intacct, Salesforce, and other systems relevant to Finance workflows
- Ensure financial controls are in place and adhered to across the team
- Liaise with external accountants, auditors, and advisors as needed
Required Qualifications
- 5+ years of progressive finance and accounting experience, with at least 2 years in a senior role
- Demonstrated experience with Sage Intacct (or similar ERP) — hands-on and confident in using it day-to-day
- Strong technical accounting knowledge
- Proven ability to manage and develop direct reports
- Exceptional attention to detail and commitment to accuracy
- Strong communication skills — able to translate financial complexity into plain language for non-finance stakeholders
Nice to Have
- Experience working in a mid-sized business environment where you wore multiple hats
- CPA, CMA, or equivalent professional designation (or actively working toward completion)
- Familiarity with setting up or optimizing Sage Intacct workflows, dimensions, or reporting
- Experience supporting a CFO or executive leadership team directly
- Background in Technology or Professional Services Industry
What We Offer
- Competitive compensation package
- Comprehensive benefits package including health, dental, and vision insurance.
- Opportunities for ongoing training and professional development.
- Supportive work environment with a focus on safety and innovation.
Umbrella Inc is committed to creating and maintaining a workplace that is free from harassment and discrimination under the Ontario Human Rights Code. The Company’s policy is not to discriminate against any applicant or employee on the basis of a prohibited ground enumerated by the Ontario Human Rights Code. Umbrella welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Please advise Human Resources if you require accommodation. Further, it is Umbrella's policy to comply with all applicable provincial and federal laws regarding background and criminal record checks in making hiring decisions.
CompensationThe base pay range for this role is CA$110,000 – CA$130,000 per year.
Skills Required
- 5+ years of progressive finance and accounting experience, with at least 2 years in a senior role
- Hands-on experience with Sage Intacct or similar ERP
- Strong technical accounting knowledge
- Proven ability to manage and develop direct reports
- Exceptional attention to detail and commitment to accuracy
- Strong communication skills; able to translate financial complexity for non-finance stakeholders
- Experience working in a mid-sized business environment wearing multiple hats
- CPA, CMA, or equivalent designation (or actively working toward completion)
- Familiarity with setting up or optimizing Sage Intacct workflows, dimensions, or reporting
- Experience supporting a CFO or executive leadership team directly
- Background in Technology or Professional Services industry
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The Company
What We Do
Umbrella Incorporated is a collective of specialized technology and consulting companies focused on helping organizations modernize, scale, and transform through digital innovation. They empower enterprises to navigate market changes through strategic transformation across research, strategy, finance, operations, marketing, digital commerce, and technology infrastructure, providing end-to-end solutions that build competitive advantage and deliver measurable business outcomes.
