The Role
Supports the CFO by managing financial operations, reporting, budgeting, forecasting, cash flow analysis, financial controls, and audits. The role prepares financial statements and models, improves processes and systems, ensures regulatory compliance, and provides business insights for strategic decisions. It requires hands-on ownership in a growing organization and onsite work in Richmond Hill, Ontario.
Summary Generated by Built In
About Umbrella
About the role
Key Responsibilities:
What we are looking for:
The Ideal Candidate
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 looking for an experienced Assistant Manager, Finance to join our growing organization. Working closely with the CFO, this individual will play an important role in managing the company's financial operations, strengthening financial controls, improving reporting processes, and supporting strategic financial decision-making.
This is an opportunity for someone who has experience working in a growing or scaling business and understands the financial complexities that come with expansion. The ideal candidate is hands-on, analytical, adaptable, and comfortable operating in an evolving environment where they can take ownership, improve processes, and help build scalable financial practices.
This is an active role, requires working onsite work in Richmond Hill, ON.
1. Financial Operations & Reporting
- Oversee day-to-day accounting and financial operations, ensuring accuracy, completeness, and timely reporting.
- Support monthly, quarterly, and annual financial close processes.
- Prepare and review financial statements, management reports, reconciliations, and variance analyses.
- Monitor revenue, expenses, cash flow, and working capital.
- Ensure the accuracy and integrity of financial records across the organization.
2. Financial Planning & Analysis
- Work closely with the CFO on budgeting, forecasting, and financial planning activities.
- Develop financial models and analysis to support business planning and strategic decisions.
- Track financial performance against budgets, forecasts, and business targets.
- Identify trends, risks, and opportunities through financial analysis.
- Provide meaningful financial insights to support operational and leadership decisions.
3. Process Improvement & Financial Controls
- Identify opportunities to streamline financial processes, improve efficiencies, and strengthen internal controls.
- Establish and maintain scalable financial procedures, policies, and reporting frameworks.
- Support the implementation and optimization of financial systems and tools.
- Ensure compliance with applicable accounting standards, tax requirements, and regulatory obligations.
- Support internal and external audits and coordinate with external accounting partners where required.
4. Business Partnering & Strategic Support
- Act as a key finance partner to the CFO and other business leaders.
- Support financial analysis for new business opportunities, investments, and operational initiatives.
- Provide financial visibility into business performance and help identify areas for cost optimization.
- Assist with financial integration, reporting, and standardization as the organization grows.
- Take ownership of special projects and strategic initiatives.
- Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.
- Professional accounting designation (CPA) or actively pursuing CPA would be an asset.
- 6-8 years of progressive experience in accounting and finance, preferably within a growing, mid-sized, or scaling organization.
- Experience working closely with senior finance leadership, ideally a CFO or Finance Director.
- Strong understanding of financial reporting, budgeting, forecasting, cash flow management, and financial controls.
- Experience supporting month-end and year-end closing processes.
- Proficiency in accounting systems, ERP platforms, and Microsoft Excel.
- Strong analytical skills with the ability to translate financial data into meaningful business insights.
- Demonstrated ability to improve processes, build structure, and work independently.
- Has worked in a growing organization and understands the challenges of scaling finance operations.
- Is comfortable working in an evolving environment where processes and systems may need to be built or improved.
- Is hands-on and willing to get into the details while maintaining a broader business perspective.
- Demonstrates ownership, accountability, and sound financial judgment.
- Can work independently while partnering closely with the CFO and leadership team.
- Is proactive, solutions-oriented, and able to manage competing priorities.
- Enjoys building, improving, and contributing beyond traditional accounting responsibilities.
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.
Skills Required
- Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline
- Professional accounting designation such as CPA or active pursuit of CPA
- 6-8 years of progressive experience in accounting and finance
- Experience working closely with senior finance leadership, ideally a CFO or Finance Director
- Strong understanding of financial reporting, budgeting, forecasting, cash flow management, and financial controls
- Experience supporting month-end and year-end closing processes
- Proficiency in accounting systems, ERP platforms, and Microsoft Excel
- Strong analytical skills and ability to translate financial data into business insights
- Ability to improve processes, build structure, and work independently
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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.
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