Financial Literacy Coach
Job Title: Financial Literacy Coach
Department: Engagement Team
Reports to: Executive Director
As an accountant or manager who has excellent knowledge of Non-Profit Accounting Standards, you will work with non-profit organizations to increase their financial literacy. You will be a good listener, a communicator who is technically savvy and be able to support learning in-person and virtually. You will be able use plain language to communicate financial concepts and be patient as you assist groups to work through their financial questions. Your job will be multi-facetted including hosting virtual coaching sessions, creating, and voicing over educational videos and developing on-line tips sheets. As part of this role, you will also work on developing a sustainable fee for service model to ensure this service can continue after funding.
- Facilitate financial literacy training for individual organizations
- Research and develop non-profit financial literacy tools for budgeting, policies and decision making
- Develop tip sheets on topics as they emerge
- Develop and delivery a variety of virtual and in person financial literacy workshops for non-profits
- Write articles on Financial Statement literacy for our newsletter Answer incoming financial service requests on a variety of non-profit financial topics including financial supports available during COVID-19
- Develop a sustainable model for this program to continue after the initial funding lapses
- Maintain all requests in a communications database
- Take actions to minimize risks and maximize opportunities as whole for the organization
- Work with other staff to ensure that timely information is circulated, and if necessary, posted online
- Other duties as required
HOURS OF WORK:
- 20 hours per week, some evening and weekend work from January 18, 2021 to December 17, 2021
- $26 to $29/hour
HOW TO APPLY:
Send a resume and cover letter to:
Leslie Evans, Executive Director
Federation of Calgary Communities
110 720 28th Avenue NE
Calgary, AB T2E 6R3
Tuesday, January 2, 2021
Working with as a team of public practice accountants, you will be part of a unique financial audit program providing audit engagements to non-profit organizations. You are focused, enthusiastic, flexible and a proactive individual who can work as a sole practitioner and at the same time, you want to be part of a team of public practices supporting community-based organizations. As a Canadian Professional Accountant (CPA), with the ability to open your own public practice, you will work with a team of audit technicians to deliver audit services to a portfolio of established clients.
- Provide audit and tax engagement services to non-profits and charities who exclusively use Part III of the Handbook
- Plan and perform non-profit and charitable organization audits
- Ensure the completion of audit working papers and audit programs
- Communicate findings directly to clients and support their financial literacy and learning
- Provide quotes for new clients as requested
- Manage a portfolio of audit clients
- Mentoring, coaching and supervision of the audit support staff
Consultation and Educational Services
- Plan, develop, implement (or ensure implementation) and evaluate relevant workshops and seminars on financial management, fund raising and grants acquisition
- Write articles of interest and value to non-profits
- Provide feedback and support to other public practices
- Assist in maintaining the Quality Control Manual and implementing feedback from the Practice Reviews
- Recommend operational controls and process improvements
- Meet the requirements to register a public practice in your name (recognized accounting designation along with 5 years of progressive assurance and tax experience in a public practice)
- Ability to establish a practice public accounting firm and audit under the Regulated Accounting Profession Act Demonstrated technical understanding of Part III of the CPA Handbook
KNOWLEDGE, SKILLS, AND ABILITIES:
- Ability to work with tight deadlines and to deliver services on-time
- Not-for-profit audit experience
- Demonstrated understanding of GST for both non-profit and charities
- Proficiency in Caseware and Caseview
- Microsoft Word and Excel and cloud-based case management software.
- Knowledge of Simply Accounting, Quickbooks and other off the shelf accounting programs an asset
- Excellent oral and written communication, organization, and time management skills
- Experience in public speaking and group facilitation
- Ability to work effectively independently, or as part of a team and able to build positive working relationships
HOURS OF WORK
- 40 hours per week. Some evening and weekend work might be required particularly during peak periods.
- Compressed work week available, with flexible hours
The Federation offers a competitive compensation and benefits package and offers work life balance and learning opportunities for our employees.
Please send your electronic résumé and cover letter ALONG with your salary expectations to: Leslie Evans, Executive Director email@example.com.
Please note that only candidates invited for a preliminary interview will be contacted.
NOTE: This is an employment opportunity. Public Practices looking to expand their own practices will NOT be considered.
The Federation of Calgary Communities has a few internal committees organized to provide support to the board of directors. A Federation of Calgary Communities board member chairs each committee, with the members being other Federation of Calgary Communities board members or interested individuals from the community at large who have skills or expertise in the following areas:
- Finance – to review current financial policies and develop policies that will meet the future financial needs to sustain a healthy organization.
- Stakeholder Engagement – to focus on communications and fund development efforts with the organization’s various stakeholders.
- Urban Planning – to work with staff to address planning-related matters that have citywide implications and provide education and resources to community associations (note that many individual community associations have planning, transportation or environment committees and are also seeking volunteers).
- Nominations– to solicit appropriate and qualified candidates to serve on the Federation of Calgary Communities Board of Directors.
If you find one of the above committees of interest and would like to be considered as member, please contact our office at (403) 244-4111 or send an e-mail for more information.
The Federation of Calgary Communities has representation on a number of external committees with mandates related to community and the quality of life in Calgary. Staff members represent the Federation on some committees, and board members or other volunteers on others. If you are interested in our external committees, please contact our office at (403) 244-4111 or send an e-mail.
Once every 18 months, the Federation of Calgary Communities receives a license to host a Casino. It takes 40 volunteers to fill the positions for a two-day casino. There are three shift options: the DAY SHIFT is from 11:00 am to 7:30 pm, the NIGHT SHIFT is from 7:00 pm to 3:30 am, and the COUNTROOM SHIFT is from 11:15 pm to 3:30 am. If you are interested in assisting us, please call our office at (403) 244-4111 or email your name and telephone number to be included in our casino database. Since this is an annual event, we keep your information on file.
Interested in volunteering with our Urban Planners? Please send an expression of interest and a resume to firstname.lastname@example.org