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Financial Officer - Canadian Institute of Planners

Oct 03, 2019
Ottawa, Ontario
Entry Level

The Canadian Institute of Planners (CIP) is looking for a detail-oriented Financial Officer to manage our day-to-day accounting and finance requirements. This team member will bring their energy, expertise, creativity, enthusiasm, and willingness to learn new things. We are offering a positive and fast-paced environment, a generous compensation package, and opportunities for career growth – this position would be suited to someone who is interested in pursuing their CPA designation.

Located in downtown Ottawa, CIP is a member-based organization that works on behalf of over 7,000 planning professionals across Canada. Our members work on many important issues, from planning new communities and public spaces, to expanding public transit and bike paths (and much more!). As such, our organization is involved in conversations on how to support aspiring planners on their journey to become registered, as well as policy issues related to climate change, healthy communities, and what it means to support reconciliation in our communities.

Reporting to the Manager, Operations, and also working closely with the Chief Financial Officer (CFO) and Chief Executive Officer (CEO), the Financial Officer is a key member of the Governance and Administration team. This position is responsible for the day-to-day financial and accounting operations for both CIP, a not-for-profit corporation, and the CIP/ICU Planning Student Trust Fund (CIP-PSTF), a registered charity. Finance activities include accounts receivable, accounts payable, general ledger and subledgers, record keeping, financial statements, and variance analysis.

Compensation for this position is $50,000 to $55,000/year (commensurate with experience), plus the following enhancements:

  • A comprehensive benefits package (Extended Health, Dental, Life Insurance, AD&D, LTD, and Employee Assistance Plan)
  • Generous paid annual leave (18 days/year) and paid personal leave (12 days/year)
  • An RRSP/TFSA contribution matching program (up to 5% of gross salary)
  • Professional development opportunities

CIP also offers a healthy and positive work environment, with a team that strongly believes diversity and inclusion are key to a respectful workplace and are committed to fostering these values.

CIP is looking to fill this position as soon as possible and will assess applications as they are received. If you are passionate about the world of numbers, and are interested in working collaboratively with the CIP team plus stakeholders across the country, we’d love to hear from you. Applicants are asked to submit a single PDF document to which includes:

  • A cover letter addressing the duties, skills and abilities, and hard qualifications for the position, explaining why you are well suited to the position
  • A detailed C.V., including a summary of relevant knowledge and workplace experience

We thank all who apply; however, only those selected for an interview will be contacted. No phone calls, please.

CIP is an equal opportunity employer. We welcome and encourage applications from a diverse group of individuals.

Specific Responsibilities


  • Processes all accounts receivable and payable, including online banking transactions;
  • Reconciles financial transactions in CIP’s membership and event databases, and prepares monthly bordereau reports;
  • Maintains financial records including postings and weekly bank deposits;
  • Processes and issues tax receipts for donations to CIP-PSTF made by cheque;
  • Processes monthly bank reconciliations (for all bank accounts);
  • Processes HST/GST, WSIB, and EHT remittances;
  • Coordinates allocation of cash disbursements & payroll payments with payroll service;
  • Processes quarterly RRSP/TFSA contributions;
  • Issues T4 and T4A forms annually.


  • Initiates and recommends financial frameworks, policies, priorities, and procedures relating to financial management, budgeting, and accounting;
  • Participates in the preparation of various financial statements, variance analyses, notes, and other reports;
  • As required, reviews financial statements with management personnel;
  • Tracks and reports on operating budgets;
  • Prepares projections of future costs and revenues;
  • Supports internal audits involving review of accounting and administrative controls;
  • Works closely with the CEO, CFO, and Manager, Operations to support:
    • Coordination of the preparation of external audit materials and external financial reporting;
    • Establishment of system controls for new financial/accounting systems and development of procedures to continuously improve existing systems;
    • Proper management of investments and coordination with investment brokerage.


The ideal candidate will have the following skills and background:


  • College diploma or university degree in accounting
  • 1-3 years of accounting experience
  • Ability to develop and maintain financial record-keeping systems and activities
  • Computer literacy (QuickBooks and MS Office, with a strong proficiency in Excel)
  • Familiarity with legislation governing financial compliance for not-for-profits and charities


  • Strong organizational and communication skills (oral and written)
  • Detail oriented and conscientious of deadlines and deliverables
  • Ability to multi-task and work under pressure
  • Ability to establish and maintain effective working relationships with CIP team
  • Ability to provide recommendations to the CIP team regarding financial policies and procedures
  • Ability to work well in a small, dynamic and highly motivated team, with colleagues, volunteers, and partners


  • Complex problem-solving skills requiring probing for information to determine the nature of problems and developing unique solutions
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