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Canadian Association of University Business Officers (CAUBO) / Association canadienne du personnel administratif universitaire (ACPAU)

Analyst / Analyste

The Pathway Serious Mental Illness Society is seeking a highly organized and detail-oriented Information Data Entry Operator to join our team. As an Information Data Entry Operator, you will play a critical role in accurately and efficiently managing our society's data. Your attention to detail and ability to work with large amounts of information will directly impact our ability to serve individuals living with serious mental illness.Key Responsibilities:<ul>	<li>Enter new information into our database, ensuring accuracy and completeness</li>	<li>Sort and organize existing data to maintain an organized database</li>	<li>Update and maintain records as needed</li>	<li>Conduct regular audits to ensure data integrity</li>	<li>Communicate with team members to resolve data discrepancies</li>	<li>Generate reports and provide data analysis as needed	Qualifications:	</li>	<li>High school diploma or equivalent</li>	<li>Proficiency in typing and data entry</li>	<li>Strong attention to detail and accuracy</li>	<li>Ability to work with confidential information</li>	<li>Proficient in Microsoft Office Suite</li>	<li>Strong communication and interpersonal skills</li>	<li>Experience working with databases or data entry preferred	Why work with us:	At Pathway Serious Mental Illness Society, we are focused on providing support and resources to improve the lives of individuals living with serious mental illness. By joining our team as an Information Data Entry Operator, you will have the opportunity to make a meaningful impact on our mission and work alongside a dedicated and compassionate team.	Ready to join us? Apply now and be a part of our mission to make a positive difference in the lives of those affected by mental illness.	</li></ul>

Pathways Serious Mental Illness Society

Information Data Entry Operator (Volunteer Opportunity)

Financial AnalystThe United Church of Canada is seeking a Financial Analyst for the Finance Unit.&nbsp; The Finance Unit ensures efficient and effective accounting operation, financial reporting and budget management for the General Council Office and its related entities. In addition to these regular financial management tasks, the Finance unit also provides advisory services to congregations around financial and compliance matters; oversees the nationally sponsored property and liability insurance coverages; and administers various capital assistance programs. The unit also has responsibility for the information technology needs of the General Council and Regional Council offices.The Financial Analyst is a key resource to the Finance Unit providing support to finance functions with the main focus on financial reporting, budgeting and analysis. In addition, the Financial Analyst is responsible for their assigned operational streams and tasks in the various units and entities that the Finance Unit serves within The United Church of Canada as required.Primary Areas of Responsibility&nbsp;<ul>	<li>Reporting, Budgeting and Analysis: Assist/Lead with the preparation of internal ands external financial statements, budgeting and analytical reports&nbsp; including preparation of working papers and schedule to support financial statements, budgeting reports and analytical work.</li>	<li>Assigned Operational Streams and Tasks: Perform month-end close procedures, timely processing of monthly journals, consult with staff on bank reconciliations, investment accounting, G/L reconciliations and investment income and review government submissions.</li>	<li>Other Responsibilities: &nbsp;Support to the Accounting Manager and provide technical guidance to various business units for reporting and accounting related inquiries.</li>	<li>Post-secondary education in Accounting/Business and Professional accounting designation, CPA (in progress) or equivalent experience;</li>	<li>3-5 years of progressive accounting and finance experience in full cycle accounting or related areas, preferably in the not-for-profit sector;</li>	<li>Thorough knowledge of accounting principles and procedures; knowledge of methods of financial analyses, modeling tools, internal controls, organizational structure, policies and procedures;</li>	<li>Knowledge of general ledger functions and the month-end/year-end close processes;&nbsp;</li>	<li>Advanced working knowledge of G/L extraction software (i.e. JET or Power Build), Excel, especially with v-lookups, pivot tables, and other data functions;</li>	<li>Strong computer skills in the use of various software applications - Office 365, SharePoint, Dynamics, One Drive, Teams, Zoom, and other online platforms;&nbsp;</li>	<li>Professional written and verbal communication skills;</li>	<li>Ability to manage a high-volume workflow with a high level of accuracy and attention to detail;</li>	<li>Skilled at performing numerical analyses, drafting precise and concise reports and emails;</li>	<li>Well-developed organization, time management, planning and problem-solving skills with the ability to effectively prioritize and manage multiple competing priorities;&nbsp;&nbsp;</li>	<li>Ability to work collaboratively, both as team player and task leader, to produce high quality work, while managing time appropriately and completing tasks from start to finish;</li>	<li>Flexibility with the ability to effectively deal with changing situations or priorities while maintaining a positive demeanor and outlook;</li>	<li>Positive client relations attitude and a willingness to apply skills and business acumen to matters raised by internal and external stakeholders.</li>	<li>Alignment with the vision and values of The United Church of Canada – respect, integrity, passion and diversity</li></ul>To request a copy of the full job description, send an e-mail to:&nbsp;<a href="mailto:Careers@united-church.ca" target="_blank">Careers@united-church.ca</a>&nbsp;&nbsp;and reference Job Code 5 - &nbsp;Financial AnalystQualificationsWorking ConditionsThe United Church of Canada has adopted a hybrid workplace model, providing flexibility for this position, working both off-site and in the General Council Office, currently located at 3250 Bloor Street West in Toronto, ON. The incumbent will be provided, for work purposes, use of secure devices and must be available by email, phone, teams or zoom during regular office hours Monday to Friday. Occasional additional hours may be required.As part of our ongoing commitment to the Accessibility for Ontarians with Disabilities Act and the Human Rights Code, The United Church of Canada will provide reasonable accommodations to employees with human-rights related needs.CompensationThe salary range for this position is $68,204 to $92,273.03. This is based on category 7 on our salary range. Placement on the salary range will be based on factors such as market condition, internal equity, Canadandidate experience skills and qualifications relevant to the role. Pension and group benefit plans coverage and annual vacation round out this compensation package.Closing date for applications: August 6, 2025JOB CODE: 5

The United Church of Canada / l'Église Unie du Canada

Financial Analyst

About this OpportunityThe world is changing. It needs our collective integrity and precision to ensure meaningful contributions make a lasting impact. And the University of Victoria (UVic) is ready. Inspired by and honouring place, we are a community-minded, globally engaged university where we transform ideas into meaningful impact. Advancement Services supports this work behind the scenes, providing the operational backbone for all fundraising and alumni engagement activity within the Alumni and Development portfolio.Reporting to the Senior Manager, Gift Services and Compliance, the Gift Services Officer plays a key role in the accurate processing, receipting, and reconciliation of charitable donations to UVic. The role also supports gift agreement administration, works with donor-endowed and restricted funds, and ensures contributions are handled in accordance with regulatory standards and donor intent.This position is part of a collaborative, high-performing team focused on transparency, accuracy, and continuous improvement. Extensive training will be provided to support the successful candidate in learning UVic’s systems, policies, and procedures.About Gift Services: Gift Services is a core team within Advancement Services. We process over $35 million in donations annually—ranging from gifts-in-kind to securities and estate contributions—while overseeing gift agreements, donation compliance, and gift financial reconciliations. Our work ensures every contribution to UVic is managed accurately, ethically, and with long-term impact in mind.About the position: The Gift Services Officer supports the full donation lifecycle, including data entry, receipting, financial reconciliation, and compliance with CRA, IRS, and PCI standards. The role balances time between detailed data entry and broader responsibilities such as reconciling donations, supporting reporting, working with donor-endowed and restricted funds, and responding to internal inquiries. It also serves as a resource to colleagues on donation records, receipting, and donor intent.*Posting is ongoing until filled, but application review will commence on July 7, 2025**This position is eligible for a Hybrid Work Arrangement*The salary range for this position is:<ul>	<li>Recruitment range:&nbsp; $69,052- $76,129&nbsp;starting salary&nbsp;determined by the PEA Collective Agreement.</li>	<li>Performance range: $89,791&nbsp;salary range ceiling is available through annual performance increases.</li></ul>Job SummaryMandate: The Gift Services Officer is responsible for ensuring accurate entry, processing, receipting, and reconciliation of charitable donations to the University of Victoria, with a focus on more complex transactions and financial records. The role acts as a liaison between Advancement and Financial Services to reconcile financial records, uphold compliance, and ensure the proper administration of endowment and restricted funds in line with donor intent and regulatory guidelines.Objectives:<ul>	<li>Ensure the accurate processing and receipting of charitable donations, including securities donations, Gifts-in-Kind and gifts to UVic’s affiliate Foundations.</li>	<li>Monitor and report on endowed and restricted funds, verifying alignment with donor intent, financial policies, and university procedures.</li>	<li>Collaborate with Finance, Donor Relations, and other Advancement teams to ensure accurate reconciliation, fund reporting, and donor stewardship.</li>	<li>Maintain robust internal controls and support regulatory and audit requirements related to philanthropic revenue.</li></ul>Job RequirementsThis position requires a level of education, training, and experience equivalent to an undergraduate degree or college diploma in business, accounting, finance or a related field, plus a minimum of 5 years of relevant in donation processing or financial reconciliation in a non-profit or charitable environment. An equivalent combination of education, training, and experience will be considered.Knowledge, skills, and abilities include:<ul>	<li>Experience with end-to-end donation processing, including complex and non-cash gifts.</li>	<li>Familiarity with fund compliance, CRA and IRS receipting regulations, PCI standards, and internal gift acceptance policies.</li>	<li>Demonstrated ability to interpret and apply accounting codes and financial reconciliation practices.</li>	<li>High attention to detail, accuracy, and ability to manage confidential donor and financial data.</li>	<li>Strong organizational skills with proven ability to manage competing priorities in a deadline-driven environment.</li>	<li>Excellent analytical, problem-solving, and critical thinking skills.</li>	<li>Advanced skills in Microsoft Office, particularly Excel.</li>	<li>Proficiency with fundraising CRMs such as Raiser’s Edge NXT, and financial systems like FAST.</li>	<li>Strong communication skills, with the ability to convey complex information.</li>	<li>Experience creating reports, and other documents for various audiences.</li>	<li>Ability to build effective working relationships across departments and with stakeholders at all levels.</li>	<li>Commitment to valuing diversity and contributing to an inclusive and respectful working and learning environment.</li>	<li>Demonstrated ability to make independent decisions in high-stakes or time-sensitive situations involving donor intent, fund compliance, and receipting, with awareness of legal and reputational risk.</li>	<li>Ability to provide guidance and training to colleagues on gift compliance, and donation processing in a collaborative team setting.</li></ul>Assets:<ul>	<li>Experience in higher education and/or a complex charity/ non-profit environment.</li>	<li>Understanding of fundraising principles, endowment fund administration, and donor engagement practices.</li></ul>Territory Acknowledgement:&nbsp;We acknowledge and respect the Lək̓ʷəŋən (Songhees and Xʷsepsəm/Esquimalt) Peoples on whose territory the university stands, and the Lək̓ʷəŋən and WSÁNEĆ Peoples whose historical relationships with the land continue to this day.Equity Statement:&nbsp;UVic is committed to upholding the values of equity, diversity, inclusion and&nbsp;<a href="https://www.bclaws.gov.bc.ca/civix/document/id/complete/statreg/00_96210_01" target="_blank">human rights</a>&nbsp;in our living, learning and work environments. In pursuit of our values, we seek members who are eager to actively participate in that shared responsibility. We actively encourage applications from members of&nbsp;<a href="https://www.uvic.ca/equity-action-plan/take-action/key-concepts/index.php#ipn-additional-terms" target="_blank">historically and systemically marginalized groups</a>.Read our full equity statement here:&nbsp;<a href="https://www.uvic.ca/equity/employment-equity/statement/index.php#statement" target="_blank">www.uvic.ca/equitystatement.</a>Accessibility Statement:&nbsp;If you anticipate needing accommodations for any part of the application and hiring process contact:&nbsp;<a href="mailto:uviccareers@uvic.ca" target="_blank">uviccareers@uvic.ca</a>&nbsp;Any personal information provided will be maintained in confidence.What UVic Offers:&nbsp;To learn more click&nbsp;<a href="https://www.uvic.ca/faculty-staff/careers/why-apply-to-uvic/index.php" target="_blank">here</a>

Alumni & Development - University of Victoria

Gift Services Officer

The Neighbourhood Group (TNG) is a multi-service agency that includes Central Neighbourhood House, Neighbourhood Link Support Services and St. Stephen’s Community House JOB OPPORTUNITY Job# TNG2025-122 POSITION TITLE: Budget Analyst DEPARTMENT: Finance STATUS: Regular Full-Time, Non-Bargaining Unit # HRS / WEEK: 35 CONTRACT DATES: n/a REPORT TO: Chief Financial Officer SALARY RANGE: $67,520-$75,960 POSTING DATE: July 11, 2025 INTERNAL CLOSING DATE: July 23, 2025 GENERAL DESCRIPTION: The Budget Analyst reports directly to the CFO at the Neighbourhood Group Community Services (TNGCS) and is an integral member of the Finance team responsible for forecasting, producing ad hoc business cases and analysis for TNGCS. The incumbent works closely with senior management on complex financial and program support relating to budget development and monitoring of program spending. The Budget Analyst applies a data driven approach to business issues. Their insights are critical in strategic and financial planning, operational reporting, ad hoc financial and business analysis. MAJOR DUTIES: • Assist the key Funder relationship managers at TNGCS who are part of the senior leadership team, program management and/or the Finance Department to allow them to meet the reporting needs of their stakeholders. • Support the development of the annual budget and work closely with the CFO. Analyze business performance results and suggest solutions related to changing circumstances with program management and finance. • Support financial reporting across the organization including forecasting and cashflow management. • Monitor results versus budget investigating variances providing insight into risks and opportunities. • Prepare funder reports using TNGCS’s accounting, payroll, and budgeting systems. Identify errors in GL account codes, flag them and bring them to the attention of the Senior Finance Team to make sure that the errors are adjusted. • Work with program and service leadership to prepare monthly forecasts, Canadash flow projections and analysis, develop business cases to support new initiatives and/or operational decision-making. Support managers in the development of proposals for new program funding. • Support Home and Community Care Support Services (HCCSS) and Ministry reporting requirements as needed. • Provide monthly, quarterly, and annual reports to Funders in an accurate and timely manner. • In collaboration with the Senior Manager, Accounting and Financial Reporting, meet regularly with management of programs and services to minimize “surprises” and catch variances before they grow into more significant issues that may be more complex to address. Collaborate and respond to the needs of senior management across all departments. • Reconcile financial discrepancies by researching and correcting variance problems with regard to budget analysis of budget to actuals. Inform management and appropriate Finance Department personnel of the concern and steps taken to resolve and prevent future occurrences. • Prepare applicable reports and schedules to support the other members of Finance team to meet requirements of TNGCS’s external auditors during the annual audit process. • Maintain knowledge of financial developments in the charity and non-profit sector and keep up-to-date with industry trends. • Ensure that financial and other relevant legislation is observed including the terms of funding agreements, advising the Management Team of any required changes. • Support TNGCS’s external audit process by providing requested reports and analysis. • Supervise one or more direct reports when assigned and create a positive work environment. This may include active participation in recruitment and onboarding of staff such as account receivable. • Prepare cash flow projection for the year as to how the budget will be spent in the 12 months of the year after the budget is approved by the Funder. • Perform other duties as assigned. REQUIREMENTS &amp; QUALIFICATIONS: • College diploma or university degree in accounting related subjects. • Working towards or achieving the Certified Professional Account (CPA) designation is desirable. • Minimum 5 years of experience in managing end-to-end budgeting process for a comparable community or similar-sized health services agency. • Sound knowledge of payroll and other accounting systems used by TNGCS and ability to run financial reports from the system. • Sound knowledge, understanding and experience of the principles, practices and techniques of program and financial administration. • Sound knowledge and experience in accounting practices, including a good understanding of financial statements and budget processes. • Experience supporting the strategic planning process and assisting an organization to set their financial and budget agendas. • Ability to build and maintain professional and respectful working relationships with staff at all levels. • Ability to translate complex financial concepts to individuals at all levels including finance and non-finance managers. • Good organizational and time management skills, with the ability to plan, meet deadlines and adapt in a fast-paced environment with competing priorities. • Good analytical, research, investigative and problem-solving ability, attention to detail, and the ability to exercise good judgment. • Strong mathematical skills, analytical skills, and the ability to forecast based on past trends and current information. • Accounting software, especially Microsoft Dynamics 365 Business Central. • Advanced knowledge of Excel, financial modeling, Power BI or other analytical tools are highly desirable.

The Neighbourhood Group

Budget Analyst

What you’ll be doingStevens-Johnson Syndrome Canada is a non-profit Charity that aims to promote health by providing people suffering from Stevens-Johnson Syndrome and Toxic Epidermal Necrolysis (SJS/TEN) as well as their families and caregivers with access to related counseling, support groups and information programs.&nbsp;The President, a survivor of SJS/TEN founded this organization about 10 years ago. The intention is to promote education by providing workshops, forums and seminars about the disease and its effects, to the public and medical professionals.&nbsp; Key Duties and Responsibilities &nbsp; 1. Fundraising Campaign Planning and Execution&nbsp;&nbsp;<ul>	<li>	Assist in brainstorming and developing creative fundraising ideas.&nbsp;	</li>	<li>	Help design and implement online and offline fundraising campaigns.&nbsp;	</li>	<li>	Create and distribute promotional materials to raise awareness about fundraising efforts.	</li></ul>2. Event Planning and Support&nbsp;<ul>	<li>	Organize and execute fundraising events such as galas, charity runs, auctions, or bake sales.&nbsp;	</li>	<li>	Coordinate logistics, including venue selection, vendor relations, and volunteer recruitment.&nbsp;	</li>	<li>	Promote events through social media, email, and community outreach.&nbsp;	</li>	<li>	Assist on the day of the event with setup, registration, and engaging attendees.	</li></ul>3. Donor Outreach and Stewardship&nbsp;<ul>	<li>	Research and identify potential donors, sponsors, and grant opportunities.&nbsp;	</li>	<li>	Assist in writing personalized thank-you notes or emails to donors.&nbsp;	</li>	<li>	Help maintain donor databases and track contributions.&nbsp;	</li>	<li>	Support ongoing relationships with donors by providing updates on the impact of their contributions.	</li></ul>4. Online Fundraising and Social Media Engagement&nbsp;<ul>	<li>	Assist in creating engaging content to promote fundraising efforts on social media platforms.&nbsp;	</li>	<li>	Manage peer-to-peer fundraising campaigns and encourage participation.&nbsp;	</li>	<li>	Share impact stories to inspire donations.	</li></ul>5. Grant Support&nbsp;<ul>	<li>	Collaborate with the team to identify grant opportunities.&nbsp;	</li>	<li>	Assist with gathering materials for grant applications or reports.	</li></ul>6. Community Engagement<ul>	<li>	&nbsp;Act as a representative of the nonprofit, sharing its mission and goals at events and in the community.&nbsp;	</li>	<li>	Help secure partnerships with local businesses or organizations to support fundraising efforts.	</li></ul>7. Reporting and Feedback&nbsp;<ul>	<li>	Track and report on the success of fundraising efforts, including metrics like funds raised, attendance, and donor engagement.&nbsp;	</li>	<li>	Provide feedback on what worked well and areas for improvement in campaigns or events.	</li></ul>Key Skills and Qualifications<ul>	<li>	Strong communication and interpersonal skills.&nbsp;	</li>	<li>	Enthusiasm for the nonprofit’s mission and fundraising goals.	</li>	<li>	Creativity and a proactive approach to problem-solving.&nbsp;	</li>	<li>	Basic organizational skills to manage tasks and meet deadlines.&nbsp;	</li>	<li>	Experience with social media, event planning, or donor relations is a plus	</li></ul>RequirementsWhether you meet these requirements or not, we encourage you to share your interest in us. You may still be a fit for a different opportunity with our organization.<ul>	<li>	Over “age of majority” in province of opportunity	</li></ul><ul>	<li>	Reference check	</li></ul><ul>	<li>	Reliable access to a computer and internet	</li></ul><ul>	<li>	Own laptop with internet access and camera	</li></ul>Skills and Experience<ul>	<li>	Financial Planning	</li>	<li>	Financial Service Assistant	</li>	<li>	Microfinance	</li>	<li>	Donor Management	</li>	<li>	Grant Writing/Research	</li>	<li>	Fundraising	</li></ul>​​​​​

Stevens-Johnson Syndrome Canada

Volunteer Fundraising Team Member

Toronto, Ontario One of North America’s foremost boys’ schools, Upper Canada College provides transformational learning experiences within an environment of teamwork, Canadare, and mutual respect. Founded in 1829 with a commitment to public purpose, UCC is a progressive, high-performance school that values learning, pluralism, service, community, and wellbeing. A UCC experience is about celebrating differences, cherishing similarities, and giving voice to multiple perspectives – inspiring each boy to be his best self&nbsp;and to make a lasting and positive impact on his world. The only all-boys’ International Baccalaureate Continuum World School in North America, UCC enrolls over 1,280 students in Senior Kindergarten through Year 12, including boarding students from around the world. Located in the heart of Toronto on 35 acres of green space, with an additional northern campus for outdoor education, UCC offers extensive learning facilities – from state-of-the-art classrooms and design labs, to professional-calibre theatres, to a dedicated rowing facility in Toronto’s Outer Harbour Marina. UCC has one of the most generous financial assistance programs among independent schools in Canada, offering more than $6 million annually. The College’s graduates are highly regarded by top universities worldwide, and alumni include leaders and innovators in politics, finance, arts, athletics, media, and beyond. Vice-Principal, Finance Reporting to the Principal, and a member of the Senior Leadership Team, the Vice-Principal, Finance is UCC’s chief financial officer, responsible for strategic and operational leadership of all finance functions, including the College’s Foundations. The Vice-Principal, Finance also supports multiple board committees and ensures fiscal sustainability in alignment with the College’s mission, strategic priorities, and Campus Master Plan. With a degree in finance, accounting, or business administration, a Chartered Professional Accountant designation, and ideally an advanced degree and/or additional certifications, the Vice-Principal, Finance will bring a progressive record of successful financial management and leadership in educational institutions or other public or non-profit organizations. The Vice-Principal may also be an experienced private-sector leader with a deep interest in education and a nuanced understanding of governance in the public or non-profit sector. A service-oriented leader and team player, a visionary and strategic thinker, the Vice-Principal, Finance will be skilled in all aspects of strategic financial analysis and leadership, financial operations and compliance, audit, Foundation oversight including endowment reporting and investment transactions, governance and board reporting, risk management and insurance, banking relationships, financial assistance for students, procurement, and contract oversight. A life-long learner with a long-term view, the Vice-Principal, Finance will always be current, with excellent organizational, analytical, and problem-solving skills. A collaborator and skilled communicator – calm, adaptive, and inclusive – the Vice-Principal, Finance will mobilize, empower, and build strong relationships with team members, constituents, and partners. As the College approaches its 200th year educating the leaders of tomorrow, this is an opportunity to bring your passion and expertise to that mission – promoting a culture where creativity, innovation, and entrepreneurial thinking thrive, and cultivating courageous citizens who advance the common good. UCC is an Equal Opportunity Employer and values diversity, encouraging applications from all qualified individuals including women, Indigenous Peoples, persons with disabilities, 2SLGBTQIA+ and historically marginalized persons. UCC embraces pluralism – celebrating differences, cherishing similarities, and giving voice to multiple perspectives. If you are contacted regarding a UCC opportunity, please advise if you require any accommodations. UCC encourages applications from all qualified candidates; however, Canadanadian citizens and permanent residents will be given priority. All responses to Caldwell are confidential. For information on Caldwell’s privacy policy, please see: <a href="http://www.caldwell.com/privacy-policy" target="_blank">http://www.caldwell.com/privacy-policy</a>. The appointment will be made as soon as possible. This full-time position is based in Toronto (200 Lonsdale Road, Toronto, ON M4V 1W6). The language of work is English. The successful candidate will have educational qualifications and leadership experience appropriate to the role. Applications will be reviewed immediately upon receipt. Please indicate your interest in Project 250657 at <a href="https://apptrkr.com/6373527" target="_blank">https://apptrkr.com/6373527</a>

Upper Canada College

Vice-Principal, Finance

Brightshores Research Institute | July 8, 2025 

Position Description: Independent Board Director 
(Finance Oversight) 
Charitable Not-for-Profit Corporation | Ontario Not-for-Profit Corporations Act (ONCA) 

Overview 
Brightshores Research Institute is an independent, charitable not-for-profit organization 
incorporated in the province of Ontario. Our mission is to advance healthcare through 
research and innovation, dedicated to meeting the distinct needs of rural communities 
across Canada. We are seeking an experienced and mission-aligned individual to join 
our Board of Directors as an Independent Director, bringing expertise in financial 
oversight, internal controls, and governance to support responsible growth. 

Role Purpose 
The Independent Director will contribute to the Board’s collective responsibility for the 
strategic oversight and stewardship of the Institute, with a particular focus on supporting 
financial integrity, sustainability, and risk management. The ideal candidate brings a 
strong track record in financial leadership and governance in resource-constrained and 
growth-oriented environments. 

Key Responsibilities 
 • Provide strategic oversight of the Institute’s financial health and sustainability. 
 • Contribute specialized insight into: 

§ Establishing and monitoring financial guardrails. 
§ Managing cash flow and liquidity risks. 
§ Overseeing budgeting processes in resource-constrained settings. 
§ Supporting responsible growth through sound financial governance. 
§ Creation and oversight of the strategic risk register and related mitigation 

plans. 
 • Advise on the development and review of finance-related policies, systems and 

infrastructure that enable future scale, including but not limited to: 
§ Internal controls. 
§ Procurement and expense management. 
§ Risk mitigation frameworks including the responsible and ethical use of 

technology. 
 • Ensure compliance with fiduciary, regulatory, and legal obligations under ONCA and 

CRA requirements for charitable organizations. 
 • Support the organization’s fundraising and funding strategies by providing insight 

into stakeholder dynamics (e.g., industry, government, and philanthropy). 

<a href="https://brightshoresresearch.ca/" target="_blank">https://brightshoresresearch.ca/</a>

Brightshores Research Institute | July 8, 2025 2 

 • Serve in an independent governance capacity, not affiliated with Brightshores Health 
System or any operational partner. 

 • Uphold the Institute’s code of conduct and conflict of interest policies, including 
disclosure of any real or perceived conflicts and acting independently in all 
deliberations. 

 • Serve on the Finance &amp; Audit Committee and contribute to its oversight 
responsibilities, including the review of quarterly financial statements and 
recommendation of auditors, and annual audited financials to the Board for approval. 

 • Promote accountability, transparency, and continuous improvement in financial 
performance and governance. 

Ideal Qualifications 
 • Proven leadership experience in financial management, treasury, or audit oversight 

within a not-for-profit, public, healthcare, or research-driven organization. 
 • Experience establishing financial systems, policies, and internal controls from the 

ground up. 
 • Entrepreneurial mindset with demonstrated ability to manage financial operations in 

scaling or resource-constrained organizations. 
 • Familiarity with governance structures that support financial accountability and 

strategic decision-making. 
 • Knowledge of funding mechanisms, including government, foundation, and donor 

contributions. 
 • CPA designation or equivalent financial credential is required. 
 • Experience serving on boards, particularly within the not-for-profit, charitable, health, 

or academic research sectors, is preferred. 

Commitment 
 • Board Directors serve an initial two or three-year term, which may be renewed as 

per the organization’s by-laws. 
 • Estimated commitment of 4–6 virtual board meetings per year, with additional time 

for virtual committee participation and occasional in-person or strategic planning 
sessions. 

 • This is a volunteer position in accordance with ONCA and CRA rules for charitable 
organizations. 

To Apply or Nominate a Candidate 
Please contact Neil MacLean, Executive Director by email (<a href="mailto:nmaclean@brightshores.ca" target="_blank">nmaclean@brightshores.ca</a>) 
with an expression of interest, resume and cover letter, or nomination. Brightshores 
Research Institute is committed to equity and encourages applications from individuals 
who reflect the diversity of rural communities across Canada. 
 

<a href="mailto:nmaclean@brightshores.ca" target="_blank">mailto:nmaclean@brightshores.ca</a>

Brightshores Research Institute | July 8, 2025 3 

We thank all applicants and nominees for their interest, however only those under 
consideration for the role will be contacted.

Brightshores Research Institute

Independent Board Director - Finance Oversight

Join the Canadian Association of Health Advocates (CAHA) to&nbsp;be at the forefront of establishing and governing the profession of Patient Advocacy and Navigation in Canada. CAHA is striving to strengthen the profession and ultimately improve outcomes for Canadians by&nbsp;supporting education and advancing professional standards in the field, as well as raising awareness of the vital role Patient Advocates and Navigators play in Canadian healthcare. We seek individuals with relevant professional and/or volunteer experience to serve on the following committees:<ul>	<li>Credential</li>	<li>Fund Development</li>	<li>Communications</li></ul>Have questions? Email CAHA at&nbsp;<a href="mailto:cahadvocates@gmail.com" target="_blank">cahadvocates@gmail.com</a>

Canadian Association of Health Advocates

Committee Members

Join the Canadian Association of Health Advocates (CAHA) to be at the forefront of establishing and governing the profession of Patient Advocacy and Navigation in Canada. CAHA is striving to strengthen the profession and ultimately improve outcomes for Canadians by&nbsp;supporting education and advancing professional standards in the field, as well as raising awareness of the vital role Patient Advocates and Navigators play in Canadian healthcare. We seek legal and accounting advisors as we prepare to launch a national credential framework, cultivate relationships with partners and supporters, and amplify our public presence. Have questions? Email CAHA at&nbsp;<a href="mailto:cahadvocates@gmail.com" target="_blank">cahadvocates@gmail.com</a>

51 Accounting / Finance Jobs