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Finance Lead Job Description
Date Last Reviewed: June 2026
JOB DESCRIPTION
TITLE: Finance Lead
LOCATION: Vaughan, ON
POSITION TYPE: Full-Time, 40-hour work week onsite
REPORTS TO: Executive Director
COMPENSATION: $75,000.00-80,000.00 annually
DATE: June 2026
Who We Are
Caritas School of Life is a mission-driven organization providing therapeutic residential and community-based services for individuals living with addiction, mental health challenges, and complex life circumstances.
Guided by our commitment to “Supporting Recovery. Strengthening Lives. Building Stronger Communities,” we deliver client-centered care while maintaining strong accountability, governance, and financial stewardship.
About the Role
The Finance Lead is a senior leadership role responsible for overseeing all financial operations, reporting, compliance, and risk management across Caritas programs and the Foundation.
This role ensures financial integrity, supports strategic decision-making, and aligns financial practices with Accreditation Canada standards, funding requirements, and Board governance expectations.
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Finance Lead Job Description
Date Last Reviewed: June 2026
Key Responsibilities
Duties and Responsibilities include but are not limited to:
1.
Financial Administration & Bookkeeping
Prepare invoices including calculations, expense tracking spreadsheets, account assignment and supporting documentation.
Complete Accounts Payable functions including batch entry into mandated accounting software, processing cheques and EFT payments, posting to the general ledger, preparing cheques for signature with backup documentation, distribution of payments, and maintenance of vendor files and accounts.
Maintain all supporting documentation for EFT payments, including invoices and tracking sheet(s), as applicable.
Complete Accounts Receivable functions, including preparing bank deposits, posting deposits to accounting software, monitoring bank accounts, and reconciling transactions.
Reconcile invoices, bank accounts, and general ledger accounts on a regular basis.
Maintain all fiscal year financial records for a minimum of six (6) years, as required by legislation.
2.
Budgeting, Reporting & Audit Support
Support the development, monitoring, and maintenance of agency and program budgets.
Track program expenditures and prepare internal budget variance reports.
Prepare and submit funder financial reports in accordance with reporting deadlines and funding agreements.
Support external funders and stakeholders by ensuring financial documentation and reporting requirements are complete and accurate.
Coordinate and support the work of external auditors to ensure annual audits and funder reporting requirements are completed effectively and on time.
Assist with annual external audit preparation and provide requested financial information and documentation during the audit process.
Provide support in the preparation of financial statements and other financial reports, as requested.
Assist with financial analysis, forecasting, and budget revisions as required.
Monitor cash flow, reserves, and financial sustainability
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Finance Lead Job Description
Date Last Reviewed: June 2026
3.
Supporting the Finance Function
Record monthly funding deposits and related journal entries.
Record sessional consultant fees and training revenues/expenses.
Record payroll entries, including, group insurance, benefit allocations, etc.
Maintain accurate tracking of training totals and funding allocations to date.
Support continuous improvement of financial processes, controls, and reporting systems.
4.
Strategic & Operational Support
Provide financial analysis to support program expansion, new initiatives, and funding proposals
Partner with leadership team on data-driven decision-making and risk management
Contribute to strategic planning and organizational growth initiatives
Work closely with fundraising and operations teams to align financial and program outcomes
5.
Team Leadership & Collaboration
Provide leadership and oversight to finance or administrative staff
Collaborate with HR on payroll, benefits reconciliation, and reporting
Act as a key resource to the Executive Director and Board Finance Committee
6. General Administration
Attend agency staff meetings, Operations Team meetings, and other meetings as requested.
Attend training sessions and professional development opportunities as required.
Maintain financial information files as required by the Executive Director and Senior Executive Team.
Ensure proper storage and confidentiality of financial records and files for a minimum of six (6) years unless otherwise instructed.
Maintain personal training and professional development records.
Support budget planning and resource management for assigned programs.
Assist with preparation for audits, accreditation reviews, and funder reporting requirements.
Ensure proper collection and maintenance of service data and statistics.
Other duties, projects, or assignments as required.
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Finance Lead Job Description
Date Last Reviewed: June 2026
Qualifications
CPA designation (strongly preferred)
University degree in Accounting, Finance, or an approved combination of education and experience.
Minimum of 5+ years’ experience in a bookkeeping role, including knowledge of
applicable legislation and reporting requirements within the not-for-profit, healthcare, or social services sectors.
Experience supporting audits, funder reporting, and budget preparation/monitoring.
Strong knowledge of accounting principles, financial controls, and compliance
Experience supporting Board reporting and audits
Experience with fund accounting and grant reporting
Strong knowledge and Experience with Microsoft Office Suite, particularly Outlook and
Excel
Intermediate to advanced knowledge of financial systems i.e. QuickBooks, Sage or similar accounting software
Strong organizational, analytical, and problem-solving skills.
Excellent interpersonal and communication skills, both verbal and written.
Ability to work independently, manage multiple priorities, and meet deadlines.
Ability to provide services in French and additional languages is considered an asset.
Valid driver’s license and access to an insured vehicle.
Successful Police Vulnerable Sector Check, in accordance with agency policies procedures.
Exceptional analytical, organizational, and leadership skills
High level of integrity, accountability, and attention to detail
Knowledge of Ontario regulatory environment
Bilingualism (French or other languages) is an asset
Core Competencies
Strategic thinking and financial leadership
Accountability and governance alignment
Risk management and problem-solving
Collaboration and communication
Commitment to anti-oppression and equity-based practice
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Finance Lead Job Description
Date Last Reviewed: June 2026
Why Join Caritas?
Be part of a mission-driven, growing organization making real community impact
Work closely with Executive Leadership and Board
Opportunity to shape financial systems and strategy
Competitive salary and comprehensive benefits package
Professional development and training opportunities
Collaborative, values-driven environment
How to Apply
Please submit your resume and cover letter outlining your interest and qualifications.
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Caritas School of Life is committed to equity, diversity, and inclusion and encourages applications from all qualified candidates. Accommodations are available upon request throughout the recruitment process.
Job location: 241 Hanlan Road, Unit 1&2 Woodbridge, Ontario L4L 3R7
Pay: $75,000.00-$80,000.00 per year
Benefits:
Work Location: In person
