JOB DETAILS

Job Title: Controller

Status: Full Time, Permanent

FTE: 1.0 (40 hours/week)

Vacancies: 1

Schedule: Monday – Friday, 8:00 a.m. – 4:00 p.m.

Location: The Newly Institute Corporate Head Office (#120, 2303 4 St SW, Calgary, AB T2S 2S7)

ABOUT THE NEWLY INSTITUTE

The Newly Institute was founded to provide long-lasting change within the mental health industry, our community, and with our clients. We are leading a paradigm shift in the Canadian healthcare system by building a network of purpose-built mental health clinics across Canada. By fusing a bio-psycho-social-spiritual treatment model with medically managed therapies, our intensive outpatient programs provide rapid access, rapid resolution, and rapid return to work and healthy lifestyle programs for anxiety, depression, addiction, post-traumatic stress disorder (PTSD), trauma, and chronic pain.

We have an exciting opportunity for a Controller to join our innovative, purpose-driven, and multi-disciplinary clinical team.

TOTAL REWARDS PACKAGE

You'll work as a valued member of a highly innovative, collaborative, multi-disciplinary team that's passionate about realizing positive client outcomes, and in which your voice is heard. You'll be a part of a diverse and inclusive culture where employees feel empowered to show up as their authentic selves, and in which well-being is prioritized above all else. Our total rewards package includes:

• Competitive salary
• Four weeks annual vacation
• Eight paid annual wellness days
• Comprehensive group benefits
• Employer-paid health and dental benefit premiums
• Health & wellness spending account
• Career and professional development opportunities
• Regular team and community engagement events
• A stunning work environment

WHAT YOU WILL DO

Reporting to the President you will guide The Newly's financial systems, and ensuring the Company's finances are positioned for continued growth and success. The Controller will oversee The Newly Institute' s Finance Team, supervising accounting operations from payroll to tax compliance, and assist with the development of internal control policies, accounting policies, procedures, reporting, and financial planning as needed.

You'll work in a fast-paced environment as an integral member of a dynamic and high-performing team, while sharing our core values of communication, community, excellence, health, and innovation.

Accountabilities

Strategy and Planning:

• Develop and implement financial strategies, plans, and policies to ensure the long-term financial sustainability of The Newly Institute.
• Prepare, scrutinize, and interpret financial statements, including balance sheets, income statements, and cash flow statements.
• Conduct internal and external financial analysis to identify trends, variances, and risks, and evaluate opportunities, and advise the Executive Team on financial implications of business activities and decisions.
• Monitor cash flow, manage working capital, and optimize capital structure.
• Oversee all aspects of financial management, including accounting, treasury, tax planning, and risk management.
• Lead merger and acquisition integration processes to ensure seamless financial transitions.

Operational Leadership:

• Provide leadership and direction to the Finance team, including management of financial operations, budgeting, forecasting, and reporting.
• Ensure cash flow is aligned with operations by overseeing day-to-day accounting, recording, reporting, and internal-control activities of the Company.
• Maintain accurate financial records using QuickBooks Online.
• Oversee preparation of monthly, quarterly, and annual financial statements.
• Review bank and account reconciliations on a daily, weekly, and monthly basis, and resolve accounting discrepancies in an accurate and timely manner.
• Lead payroll processing activities, including payroll calculations and statutory deductions.
• Manage relationships with external stakeholders, including, but not limited to, vendors, auditors, banks, and investors.
• Drive continuous improvement and alignment with best practices, leveraging technology to automate and streamline financial processes.

People Management:

• Recruit, onboard, develop, engage, and retain a skilled Accounting and Finance team.
• Oversee all aspects of performance management for Finance employees, including coaching and mentoring, performance reviews, and progressive discipline.
• Address employee relations issues in collaboration with the People & Culture Team.
• Ensure direct reports have role clarity and understand their key accountabilities and key performance indicators.
• Communicate Occupational Health & Safety initiatives in the clinic to ensure compliance with company policies.
• Foster an effective, collaborative, and healthy working environment and champion The Newly's core Values.

Governance, Risk, and Compliance:

• Perform risk management through analysis of Company liabilities and investments, and evaluate and manage capital structure and fundraising initiatives.
• Communicate potential risks to the Executive Team in a timely manner.
• Ensure compliance with all relevant laws, regulations, and accounting standards.
• Develop, implement, and monitor compliance with accounting policies, procedures, and internal controls.
• Coordinate internal and external audits and liaise with auditors to provide necessary documentation and support.
• Stay informed regarding changes in accounting standards and regulations, advising the Executive Team on potential impacts and opportunities.

WHAT YOU BRING

Experience

• Five (5) years of demonstrated experience within accounting and finance roles of increasing responsibility.
• Three (3) years of experience supporting the planning, implementation, management, and control of all accounting and finance activities.
• Two (2) years of experience supporting mergers, acquisitions, and investor relations.
• Two (2) years proven accounting and finance experience within an organization of similar size, complexity, growth stage, and/or industry sector.

Education

• A Bachelor's degree in Accounting & Finance or related field is required.
• A Master's Degree Business Administration or related field is an asset.

Professional Registration/Designation

• CPA registration and membership in good standing is required.
  

Technical Competences

• Proficiency in the Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook and Teams is required. Proficiency with QuickBooks, Ceridian Powerpay is also required.

Background Check

Offers are conditional, subject to employment reference checks and a clear police background check and credit check.

DIVERSITY, EQUITY AND INCLUSION

We actively protect our diverse, equitable, and inclusive workplace where we are empowered to show up as their authentic selves. We welcome applicants of all races, colours, places of origin, ancestries, religious beliefs, genders/gender identities/gender expressions, sexual orientations, ages, sources of income, family/marital statuses, and physical and mental disabilities. Our hiring practices ensure that all qualified candidates are considered, and decisions are merit-based.

ACCESSIBILITY

The Newly Institute welcomes and encourages applications from persons with disabilities or those seeking accommodation based on any other protected ground. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please email [email protected].

APPLICATION CLOSING

The posting will remain open until the role is filled. We thank all applicants for their interest; however, only shortlisted candidates will be contacted.