Oversee the relationship with the fractional finance providers, ensuring accuracy, timeliness, and alignment with firm priorities
Coordinate workflow with the fractional finance consultant team
Review and validate monthly financial reporting, providing internal interpretation and clear insight to the Partners and Principals
Internally lead annual budgeting, quarterly forecasting, and long-range financial planning
Monitor cash flow, working capital, and overall financial performance
Translate financial data into actionable business insights, identifying risks, trends, and opportunities
Own the reconciliation of corporate and company credit card accounts, ensuring all transactions are accurately coded, supported by receipts, and aligned with project budgets and company expense policies
Support scenario planning, investment decisions, and growth modeling
Monitor project budgets versus actual time and fee performance, providing visibility to leadership
Track sub-consultant billings and review applications for payment
Requirements
Bachelor’s degree in Accounting, Finance, or Business Administration
CPA designation (or working toward it) is strongly preferred
5–8 years of progressive experience in finance and operations leadership, ideally within architecture, design, or professional services
Strong understanding of project-based financial models and fee-for-service structures
Experience with accounting/project management software (Ajera, Deltek, Sage, or similar)
Advanced Excel skills and strong financial modeling capability
Experience overseeing external bookkeeping or accounting providers
Knowledge of Ontario employment standards and HR compliance frameworks
Strong analytical skills with the ability to translate data into clear insights
Excellent communication skills and comfort working directly with Partners and Principals
Ability to balance strategic planning with hands-on operational execution responsibilities
Benefits
Competitive compensation package
Benefits
Opportunity to contribute to a practice committed to innovation, integrity, and excellence