Financial Operations Manager

About Us

Walmsley EFAP, a proudly Canadian company founded in 1994, provides Employee and Family Assistance Program services to employers across Canada. These services provide personalized counselling and wellness services to employee groups and individual employees and their families. With a team of highly qualified Master's-level counsellors, Walmsley prioritizes timely, compassionate support through in-person and virtual services, workplace mental health initiatives, and crisis response. Guided by a commitment to inclusivity and care, Walmsley fosters growth and well-being by addressing diverse needs and creating solutions that empower people and organizations to thrive.

About the Role

The Financial Operations Manager is responsible for overseeing the financial, contractual, and operational functions of the organization in a fully remote environment. This role ensures seamless delivery of services, operational efficiency, and strategic alignment with organizational goals. The Operations Manager plays a pivotal role in process improvement, financial oversight, and team leadership while driving customer satisfaction and sustainable organizational growth.

As a key member of the senior leadership team, the Financial Operations Manager collaborates closely with the Executive Director to manage financial, administrative, IT, and compliance functions. This role emphasizes fostering a positive and inclusive culture while identifying opportunities for innovation and operational excellence.

What You Will Be Doing

• Prepare financial statements for review by the CEO and Clinical Manager.

• Oversee bookkeeping functions, including reconciliation of accounts, ensuring revenue aligns with contracts and add-ons.

• Monitor accounts receivable (A/R), follow up on overdue invoices, and develop payment arrangements as necessary including add-on services.

• Prepare budgets and forecasts in consultation with the CEO.

• Generate financial reports, analyze trends, and provide actionable recommendations for improvement.

• Assist with preparing invoices, processing vendor payments, and reviewing subcontractor payouts.

• Collaborate with CEO and Clinical Manager to draft, review, and manage customer contracts and change requests, ensuring alignment with organizational policies.

• Conduct annual reviews of contracts to identify gains, losses, and areas for improvement; provide recommendations to the CEO.

• Maintain up-to-date customer records, including contract schedules, service add-ons, and financial changes i.e. scheduled increases, additional services, end dates, etc.

• Prepare and manage customer usage reporting, providing insights and recommendations based on the data.

• Manage non-clinical vendor relationships, ensuring cost-effectiveness and service quality.

• Ensure compliance with lease agreements, liability insurance, and vendor contracts.

• Monitor and update operational policies and procedures to drive process improvements and scalability.

• Supervise one direct report, providing mentorship, guidance, and performance feedback.

• Assist in resolving escalated customer issues, ensuring exceptional customer experiences.

• Draft annual EFAP (Employee and Family Assistance Program) reports for customer review.

• Ensure operational compliance with privacy regulations, organizational policies, and vendor agreements.

• As part of a small team, this role requires flexibility to occasionally assist with tasks outside primary responsibilities, including supporting client services in the absence of dedicated team members.

• Duties and responsibilities may evolve as the organization's needs change.

What You Will Need

• Degree, diploma or other education/training in accounting, finance, or a related field.

• Minimum of 3–5 years of experience in finance, contract, and operations management.

• CPA certification (or significant progress toward certification) preferred.

• Supervisory or management experience.

• Proven experience drafting and managing customer contracts, including handling amendments and annual reviews.

• Strong financial acumen, including data analysis and reporting - Strong knowledge of accounting standards and financial management.

• Exceptional attention to detail and organizational skills.

• Business acumen with a focus on strategic thinking, problem-solving and process improvement.

• Experience with QuickBooks and MS Office Suite.

• Familiarity with CRM systems, ERP platforms, or data analysis tools is highly desirable.

What we Offer

• Competitive compensation and benefits package.

• The opportunity to participate in a dynamic, flexible remote work environment.

• A collaborative and inclusive team.

• Professional development and growth opportunities.

If this brand-new role with a people-first EFAP provider appeals to you, please apply with your resume and a cover letter outlining why you are a fit for the Financial Operations Manager role. We thank all those who apply but only those applicants who are selected for an interview will be contacted.

We look forward to hearing from and connecting with you!