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**this role allows you to work from your home office in Canada . You must live – and be eligible to work – in Canada**
Are you looking for flexibility to work where and when you want?
Do you envision your next great career play as a CFO-level advisor to high-potential Canadian entrepreneurs and businesses?
Are you passionate about people development and enabling team members to reach their potential?
If so, we may just have the perfect role for you!
ABOUT AMLB
AMLB is a progressive virtual Chief Financial Officer (CFO) business that uses cloud technology to enable clients and team members to reach their potential. Launched in 2019, AMLB is growing quickly, having onboarded a portfolio of innovative clients making a real impact in a range of industries from technology to social impact. Purpose driven and relationship-focused, we are strategic financial partners who intimately understand our client’s businesses and have built a reputation for delivering proactive advice that unleashes our clients’ performance potential.
POSITION OVERVIEW
Due to current demand and projected growth opportunities, AMLB has created a new role of Virtual CFO & Director of Cloud Finance Services. The Director will act as a virtual CFO and oversee all financial management and accounting services for a portfolio of high growth clients. This includes planning, monitoring the quality and status of key deliverables, communicating financial results and providing strategic advice to set clients up for long-term success.
Reporting directly to one of AMLB’s Co-Founders (Ally), the Virtual CFO & Director of Cloud Finance Services will lead, coach and inspire a team of cloud accountants while fostering a collaborative, inclusive, and fun culture. Motivating staff to maintain a high level of responsiveness and an unrelenting focus on providing exceptional customer service will be a key to success in this role. The ideal candidate will be an entrepreneurial and operationally oriented accounting leader with experience managing and mentoring a team and a proven record working with a diverse group of early stage and/or mid-sized organizations experiencing significant growth and change.
The candidate must be collaborative, strategic and empathetic while possessing a high degree of integrity, professionalism and self-motivation. Additionally, the ideal candidate will be
relationship-focused, tech savvy, results-oriented and data-driven with exceptional problem solving and communication skills.
AMLB is a fast growing and innovative organization with strong values, progressive leadership and a collaborative, purpose-driven and inclusive culture. This is a unique opportunity to join an
organization on a significant growth trajectory and directly contribute to the organization’s success. If you want to work at an entrepreneurial business where you will have the opportunity to make a real impact and gain experience using tools that are disrupting the way accounting is done, you may be a great fit for AMLB.
CORE RESPONSIBILITIES
Act as a virtual CFO and oversee all financial management and accounting services for a portfolio of clients, including planning, monitoring quality and status of key deliverables, and communicating financial results to clients
Lead and inspire the virtual accounting team (starting with 3 direct reports), including: setting clear expectations aligned to business goals, removing obstacles to team success, providing ongoing feedback, conducting timely performance reviews, and providing resources and support to accelerate professional and personal development
Foster a customer-centric environment. Motivate staff to maintain a high level of responsiveness and an unrelenting focus on providing exceptional customer service
Identify, design, implement and measure internal process improvement initiatives, train staff on procedures and expectations, and provide continuous support to all cloud accountants to help scale the organization’s growth
Effectively utilize industry-leading cloud-based workflow management tools to standardize client service delivery, including templating of key client communications, accurate and timely creation of work items, and ongoing reviews
Act as the primary relationship manager for clients, responding to client inquiries in a timely manner, running effective monthly/quarterly client business performance review meetings, managing expectations relative to scope of work, proactively anticipating clients’ financial management needs, and surfacing additional service opportunities.
Collect, analyze and leverage data to help guide decision making. Maintain a frequent and ongoing client satisfaction feedback loop – leverage insights to measure team performance, proactively identify risks and opportunities impacting client service delivery
Promote a positive, inclusive, engaging, fun, balanced, and people-centered culture
IDEAL CANDIDATE PROFILE
Possess at least 5 years of relevant experience working with high-growth organizations, including at least 1 year as a lead on client engagements – experience with cloud-based accounting platforms a significant asset (I.e. Quickbooks, Xero, Dext & WagePoint)
Think like a business owner – must be positive, proactive, and results oriented with a roll-up-your-sleeves attitude and take-charge initiative
Must possess a bachelor’s degree in finance or a related field and a recognized professional accounting designation (CPA preferred)
A creative, collaborative and empathetic leader with demonstrated experience supervising a team, delegating tasks and providing feedback, ideally in a remote work environment
Innovative, curious, future-forward and technologically savvy, with a strong understanding of the latest technology and experience evaluating and implementing different platforms to help operationalize internal systems and better manage client finances
A strong communicator who can interact at all levels of an organization, simplify complex information for different audiences, quickly establish credibility with their team and external stakeholders and influence decision makers
A solid understanding of business and accounting best practices for private enterprises, including owner-managed and early-stage high-growth companies
Comfortable building relationships and leading teams in a remote work environment
Entrepreneurial-minded self-starter with the ability to prioritize activities and stay focused on results despite changing conditions
A strategic and operationally oriented systems thinker with strong project management and problem-solving skills
Analytical and takes a data-driven approach to making decisions
THE ATTRACTIONS
The autonomy to lead a diverse, driven and talented team of cloud accountants (check us out) and directly contribute to the growth of an innovative, fast growing and aspirational organization
A trust-based culture which allows you to work from anywhere, have unlimited days off, flexible hours and emphasizes results delivered over hours worked (we do NOT track time!)
The chance to work in a fun, entrepreneurial, and collaborative environment for an organization with a strong growth mandate, that embraces continuous improvement, new ideas, has an employee-focused culture, forward-thinking leadership and an incredible upward trajectory, including equity participation within 1 year and partnership opportunity within 2 years
AMLB’s Co-founders (former Fortune 500 executives) prioritize learning, a collaborative culture and professional development through ongoing coaching and mentorship
Exposure to the latest technology, with autonomy to test and explore new platforms often
As a highly client facing role, you will work with and have significant exposure to a diverse group of companies and ambitious entrepreneurs and non-profit executives across Canada. Many clients are high growth start-ups at various stages. You will get to work with owners directly and have great visibility into how these companies operate (pre-revenue to IPO)
Competitive compensation and a comprehensive benefits package including a generous health spending account, cell phone allowance, laptop, neat hardware/software, and a $500 contribution towards your home office set-up to make your workspace more comfortable
Questions or want to chat further about the role? Reach out to Jason Carmichael ([email protected]), Managing Partner at Oxford+Richmond.
