Talent.com
Finance Manager
Finance ManagerPotentia Human Resources Inc. • Kelowna Central, BC, ca
Finance Manager

Finance Manager

Potentia Human Resources Inc. • Kelowna Central, BC, ca
29 days ago
Job type
  • Full-time
Job description

Potentia Human Resources is pleased to partner with the Central Okanagan Foundation (COF) to recruit a Finance Manager. For more than four decades, the Central Okanagan Foundation has served as a philanthropic leader dedicated to strengthening the region through community investment, partnership, and responsible stewardship. COF fuels bold philanthropy, stronger communities, and lasting change. They believe philanthropy isn’t just about funding programs, it’s about dismantling systemic barriers, investing in lasting solutions, and ensuring resources reach those leading real impact.

COF is a values-driven organization with a committed Board, a dedicated employee team, and long-standing donor and community relationships. This role offers the opportunity to apply strong accounting and financial management skills in a purpose-driven environment, supporting sound stewardship, operational excellence, and meaningful community impact. Reporting to the CEO and working closely with an Accounting Technician and external partners, the Finance Manager plays an important role in ensuring financial accuracy, compliance, and transparency across the organization.

Key Responsibilities

Financial Leadership & Operations

  • Oversee day-to-day financial operations and manage the work of the Accounting Technician.
  • Ensure accuracy and integrity across financial systems, including Community Suite and Sage 50.
  • Develop, document, and improve financial systems, procedures, and internal controls.
  • Utilize Payworks to prepare biweekly payroll.
  • Remain current on accounting standards, best practices, and sector trends.

Accounting, Compliance & Reporting

  • Manage full-cycle fund and investment accounting, including income allocations, distributions, and administrative fee calculations.
  • Prepare monthly financial statements, trial balances, and balance sheet reconciliations.
  • Prepare annual fund statements for fund holders and financial reports for the CEO, Board, and Finance & Investment Committees.
  • Coordinate and support the annual audit process and prepare all federal filings, including the T3010.
  • Prepare T4s and T4As, annual WCB payroll report.
  • Monitor cash flow to ensure sufficient liquidity for operations and granting activities.
  • Investment & Risk Stewardship

  • Act as primary liaison with COF’s investment advisors and coordinate quarterly investment reporting.
  • Maintain bond portfolio schedules, accruals, and investment-related documentation.
  • Support the Finance Committee by preparing reports and participating in meetings.
  • Donor, Fund Holder & Program Support

  • Respond to donor, fund-holder, and auditor inquiries related to financial records, receipts, and statements.
  • Support the CEO with donor requests related to gifting options and financial structures.
  • Liaise with donors and financial institutions on in-kind stock and insurance donations.
  • Assist with deeds of gift preparation, amendments, and compliance.
  • Provide full accounting support for the Reaching Home program, including separate books, banking, and a dedicated annual audit.
  • Support bursary and scholarship fund administration with donors and educational institutions.
  • Systems & Team Support

  • Lead the continued optimization of financial systems, including COF’s transition to Community Suite.
  • Act as an internal resource for staff on financial systems and reporting.
  • Prepare custom reports and data extracts as required.
  • Requirements

  • CPA designation.
  • Strong understanding of full-cycle accounting, fund accounting, and investment accounting.
  • Proficiency with Microsoft 365; comfort learning new systems (Community Suite experience an asset).
  • Experience in the nonprofit or charitable sector is an asset.
  • Working knowledge of CRA regulations related to charitable organizations, receipting, and donations.
  • Strong analytical and critical-thinking skills with high attention to detail.
  • Clear, professional written and verbal communication.
  • Well-organized, self-motivated, and able to work with minimal supervision.
  • Adaptable and comfortable navigating complex regulatory environments.
  • Collaborative, flexible, and aligned with COF’s community-focused mission.
  • Salary & Benefits

    This role offers a competitive total compensation package, including an hourly rate of $46.00 –$51.00 (commensurate with experience and qualifications). The position is full-time, with flexibility for the right candidate who may prefer reduced hours (minimum four days per week). Additional benefits include extended health and dental coverage, RRSP matching, generous vacation entitlement, paid sick time and statutory holidays, and a supportive, flexible, and mission-driven work environment.

    The successful candidate will be based in Kelowna, British Columbia and will join a dedicated, professional team committed to responsible stewardship and community impact.

    The Central Okanagan Foundation is an equal opportunity employer committed to fostering an inclusive and equitable workplace. They welcome applications from candidates of diverse backgrounds, including those who have experienced barriers to equity, and value the perspectives they bring to their community-focused work. COF is committed to a barrier-free recruitment process and they will provide accommodations as needed. Please contact  for accessibility requests.

    Create a job alert for this search

    Finance Manager • Kelowna Central, BC, ca

    Similar jobs
    Finance Manager

    Finance Manager

    Potentia Human Resources Inc. • Kelowna Central, BC, ca
    Full-time
    Quick Apply
    Potentia Human Resources is pleased to partner with the Central Okanagan Foundation (COF) to recruit a Finance Manager.For more than four decades, the Central Okanagan Foundation has served as a ph...Show more
    Last updated: 29 days ago
    Finance Private Tutoring Jobs Coldstream

    Finance Private Tutoring Jobs Coldstream

    Superprof • Coldstream, Canada
    Full-time +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
    Last updated: 30+ days ago • Promoted
    Finance Private Tutoring Jobs Armstrong (BC)

    Finance Private Tutoring Jobs Armstrong (BC)

    Superprof • Armstrong (BC), Canada
    Full-time +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
    Last updated: 30+ days ago • Promoted
    Accounting Co-op : Build Real-World Finance Experience

    Accounting Co-op : Build Real-World Finance Experience

    City of Kelowna • Kelowna
    Full-time
    A regional government entity in Kelowna is offering a Co-op and Career Path Student position in Accounting.This 4-month paid role involves data processing, balancing financial records, and maintain...Show more
    Last updated: 20 days ago • Promoted
    Financial Accountant - CPA Path (18-Month)

    Financial Accountant - CPA Path (18-Month)

    Tolko Industries Ltd. • Vernon
    Full-time
    A leading forestry company in Armstrong, BC, is searching for a Financial Accountant to join their Accounting team.This role requires a CPA designation in progress and 3 years of experience.Respons...Show more
    Last updated: 24 days ago • Promoted
    Cost Accounting Manager - Vernon

    Cost Accounting Manager - Vernon

    The Reformation Inc. • Vernon
    Full-time
    Being naked is the #1 most sustainable option.None of this work is possible without the incredible people behind it.We’re a mission‑based company that invests in an inclusive culture, so we can inn...Show more
    Last updated: 24 days ago • Promoted
    Senior Financial Accounting Lead (Hybrid)

    Senior Financial Accounting Lead (Hybrid)

    Chartered Professional Accountants of British Columbia • Kelowna
    Full-time
    A leading accounting organization is seeking a Financial Accounting Supervisor in Kelowna, BC.The role involves leading the accounting department, ensuring compliance with financial reporting stand...Show more
    Last updated: 6 days ago • Promoted
    Growth-Minded SMB Account Manager — Portfolio (BC Interior)

    Growth-Minded SMB Account Manager — Portfolio (BC Interior)

    TEEMA Solutions Group • Kelowna
    Full-time
    A leading sales organization is seeking a motivated candidate to manage customer accounts in the BC Interior region.You will promote services, achieve sales targets, and establish strong customer r...Show more
    Last updated: 24 days ago • Promoted
    Associates

    Associates

    IG Wealth Management • Kelowna
    Full-time
    Enhance your career in an entrepreneurial environment where you define your success & work as part of a team.As an Associate, you will support a Senior Financial Advisor and their team with their f...Show more
    Last updated: 24 days ago • Promoted
    Financial Planner, Scotia Financial Planning - Kelowna

    Financial Planner, Scotia Financial Planning - Kelowna

    Scotiabank • Kelowna
    Full-time
    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina...Show more
    Last updated: 24 days ago • Promoted
    Senior Finance Manager (Hybrid) — Scale & Strategy

    Senior Finance Manager (Hybrid) — Scale & Strategy

    Summit Commercial Solutions • Kelowna
    Full-time
    A boutique commercial insurance firm is seeking a Senior Manager, Finance to oversee daily financial operations and accounting in Kelowna. The role is crucial for business growth as the firm aims to...Show more
    Last updated: 15 days ago • Promoted
    SUN LIFE FINANCIAL ADVISOR

    SUN LIFE FINANCIAL ADVISOR

    Sun Life • Kelowna
    Full-time +1
    Kelowna, British Columbia, Canada.Financial advisors build long‑term relationships with clients, helping them plan for life stages. Sun Life offers a purpose‑driven career with unlimited earning pot...Show more
    Last updated: 24 days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    Nicola Wealth Management Ltd. • Kelowna
    Full-time
    At Nicola Wealth, our clients deserve the best.By bringing together smart, dedicated, high-calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work env...Show more
    Last updated: 24 days ago • Promoted
    Credit Manager (Hybrid)

    Credit Manager (Hybrid)

    National Bank • Kelowna
    Full-time +2
    A career as a Credit Manager in the Equipment Financing team at National Bank means contributing as a credit team player and risk specialist. This position allows you to have a positive impact on ou...Show more
    Last updated: 30+ days ago
    Senior Finance Manager (Hybrid) — Scale & Strategy

    Senior Finance Manager (Hybrid) — Scale & Strategy

    Summit Commercial Solutions Inc. • Kelowna
    Full-time
    A commercial insurance brokerage in Kelowna seeks a Senior Finance Manager to manage day-to-day finance and accounting operations while supporting strategic leadership decisions.You will oversee mo...Show more
    Last updated: 16 days ago • Promoted
    Lead Financial Reporting & Insights Manager

    Lead Financial Reporting & Insights Manager

    BDO Canada LLP • Kelowna
    Full-time
    A prominent financial services firm in the Regional District of Central Okanagan is seeking a Manager for Financial Reporting & Insights. The candidate will manage and oversee financial reporting an...Show more
    Last updated: 24 days ago • Promoted
    Remote Senior Finance Specialist - AI Trainer

    Remote Senior Finance Specialist - AI Trainer

    SuperAnnotate • Vernon, British Columbia, CA
    Remote
    Full-time
    In this hourly, remote contractor role, you will review AI-generated finance analyses and / or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while pro...Show more
    Last updated: 30+ days ago
    Proposal Manager

    Proposal Manager

    Precision For Medicine • kelowna, BC, ca
    Full-time
    Position Summary Develop client focused budgets and proposals for the conduct of Phase I-IV clinical trials, including simple bid grid mapping with manager support.Work in collab...Show more
    Last updated: 13 days ago • Promoted