As a key member of the Finance team, the Controller will be responsible for maintaining financial integrity through accounting oversight & financial reporting, ensuring compliance with tax and audit requirements, treasury cash flow management and payroll. Reporting directly to the VP of Finance, this role is key to supporting decision-making and providing strategic financial guidance to drive the company’s growth and long-term financial sustainability. This role will be filled by a proven leader who has the ability to inspire and elevate their team members.
WHAT YOU’LL DO:
- Financial Reporting:
- Oversee the preparation and accuracy of the company’s financial statements, ensuring compliance with Canadian accounting standards for private enterprises (ASPE) and other regulatory requirements.
- Lead month-end, quarter-end, and year-end closing processes.
- Review and approve financial reports, variance analysis, and management presentations.
- Accounting Oversight:
- Lead and mentor a team of two (2) financial professionals to ensure accuracy, completeness & integrity of financial information
- Manage accounts payable, accounts receivable, treasury, payroll, & other GL functions
- Implement and maintain internal controls to safeguard company assets and ensure accuracy in financial reporting.
- Compliance and Audit:
- Ensure timely and accurate filing of financial statements, tax returns, SRED claims, IRAP, and other statutory filings and grants.
- Manage external audits and collaborate with auditors to ensure compliance with all regulations and internal policies.
- Cash Flow Management:
- Oversee cash flow forecasting and liquidity management to support operations and strategic goals.
- Monitor working capital to ensure optimal cash management and profitability.
- System and Process Improvements:
- Drive continuous improvement initiatives in accounting systems, tools, and processes to increase efficiency and scalability.
- Evaluate and implement software solutions to streamline accounting workflows, financial reporting & analytics.
- Strategic Leadership:
- Provide financial insights and recommendations to senior leadership to support strategic planning and operational decision-making.
- Collaborate with other departments to ensure alignment between financial goals and overall business objectives.
- Provide strategic insights & decision-making to support key initiatives including operational efficiency, pricing strategies & growth opportunities.
WHAT YOU BRING TO THE TEAM:
- CPA designation
- Minimum of 7+ years of experience in finance and accounting, with at least 3 years in a management role
- Experience in a SaaS or technology-focused company is strongly preferred
- Proven track record of managing financial reporting and compliance in a high-growth, fast-paced environment
- Strong understanding of ASPE and financial accounting principles
- Strong attention to detail, with a high degree of accuracy and reliability in financial reporting & analysis
- Excellent analytical, problem-solving, and decision-making skills
- Proven ability to communicate complex financial concepts in a clear and concise manner to non-financial stakeholders
- Ability to lead and develop a high-performing team while managing multiple priorities
- Exceptional interpersonal skills, with the ability to build and maintain effective relationships across all levels of the organization
- “Cabana Days” - our version of a flexible work week!
To enable our employees to do their best work, offering flexibility to prioritize what is important and to take time needed for rest and rejuvenation when possible based on business and operational needs. - Ability to do your job in a supported, but still flexible environment
- Supported professional development, learning & career opportunities - be supported in your growth journey!
- Regular 1:1 coaching with your leader and regular connection to a passionate executive team
- Work in a team big enough for growth but lean enough to make a real impact
A full range of benefits to keep you happy & healthy;
- Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate!
- Health & Dental Benefits, Virtual Care, & Disability top up - all starting from day 1!
- Virtual mental health and EAP platform
- WealthSimple GRSP & Matching
- Annual Wellness Benefit ($1000 per year)
- Opportunity to work remote - anywhere in Canada!
- Employee Options - everyone shares in our success!
- Internet Subsidy on each paycheck
- Tiki Bucks Incentive Program - everyone is entitled to earn bonuses!
- A People First Company - 4.4 rating on Glassdoor
- Recently named "Most Admired Corporate Cultures" and ranked #6 in "Best Workplaces in Canada" in company size category
Who we are, and what we do:
Mission
Match customers with the right expert, at the right time, so no opportunity is lost.
Values
Collaboration. Honesty. Empathy. Elevate. Resilience. Service Excellence.
Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America, including RBC, Arvest Bank, Vancity, and Rogue Credit Union. Organizations that use Coconut benefit from a seamless customer experience that improves NPS, reduces wait times, and increases conversion rates.
To date we have raised close to 40M and have been doubling revenue year after year. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers.
Coconut has a company culture that is best in class. We foster a community that is unconditionally inclusive, and in return ask that our people contribute their differing perspectives, ideas and experiences for one common purpose: to advance the way people live and work in an environment of diversity, equity and inclusion and workplace belonging.
Some recent awards we're proud of include:
Coconut Software is committed to treating all people in a way that allows them to maintain their dignity and independence. We believe in integration and equal opportunity. We are committed to meeting the needs of people with disabilities in a timely manner, and will do so by preventing and removing barriers to accessibility and meeting accessibility requirements under the Accessibility for Ontarians with Disabilities Act, 2005.
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What We Do
At Coconut Software, we believe that connecting with your financial institution should feel as breezy as a day at the beach. That’s why we spent a decade building a platform that makes it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences. Our appointment scheduling, queue management, and video banking solutions are trusted by 150+ leading financial institutions across North America, including RBC, Vancity, and Rogue Credit Union. Coconut Software helps these FIs (and more) attract new customers, improve experience, sell more products, and improve customer loyalty
