Finance Manager

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.