Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Develop financial plans for clients.

Daily cash forecast model updates and management, funds transfer and credit card payments; Weekly Malt levy(provincial tax)filing, JE posting;

In collaboration with the Finance Manager set up and maintain standard traditional item line General ledger and Department/project codes (class codes);

Downloading/saving digital invoices and maintaining electronic filing system. Enrolled in CPA program and/or working towards an accounting degree.

Reviews and processes AP and AR invoices, expense reports and payments and follows-up with vendors or customers as required. Enters and processes cash payments.

Recording cash activity and performing cash reconciliations. Recording capital activity such as capital calls & distributions.

No telephone calls or recruitment agencies will be accepted. Undergraduate degree, preferably a commerce or business degree with a concentration in accounting…

Ability to effectively deal with the concerns of guests and associates in a friendly and positive manner, providing positive and proactive solutions.

Cash flow management of the funds as it relates to unitholder activity, fund expense payments, and various other payments; Advance knowledge of Microsoft Excel;

An undergraduate degree in Business, Finance, Accounting or related disciplines. Maintain an organized document filing system. Pursuit of a CPA designation.

Corporate Giving Strategy supporting community development. Prepare project cash flow and cost projections. Monitor cash and prepare funding requests to ensure…

Monitor cash and prepare funding requests to ensure project has sufficient funds to satisfy payables. Monitor, review, forecast and reconcile project budgets,…

Coordinating and supporting the filing of monthly and quarterly remittances (eg. GST, QST, RST). Maintain an organized document filing system.

Update & prepare daily cash flow information for bank accounts (cheque runs, daily online bank transactions, funds transfers, miscellaneous deposits).

Follow up with tax filing with client and accountant during tax seasons. Prepare and follow up with Insurance Applications, such as Life, Investment, Travel and…

A valid drivers license, access to a reliable vehicle and relevant insurance is an asset. Oversee the recoding of cash receipts and bank deposits.

Post-secondary education in business/accounting; business degree preferred but will consider relevant experience + education. CPA or CPA student is an asset.

Work directly with the operating accounting team to ensure timely and accurate financial reporting of real estate transactions, capital calls, debt reporting.

Bachelor’s degree in Finance, Commerce, Economics, or a related field. Collaborate with and support the student Finance Team under Student Finance portfolio…

Self-starter who enjoys proactively generating, evaluating and implementing new ideas and does independent research and analysis before making recommendations.

Development days, providing professional development workshops, and providing the opportunity. All individuals to feel a sense of belonging in a safe,…

Participate in business development activities outside of CWB to generate business and enhance CWB’s image with clients, the industry, and the community.

Daily cash forecast model updates and management, funds transfer and credit card payments; Weekly Malt levy(provincial tax)filing, JE posting, and resolving ad…

Completion of a Bachelor’s degree in Business Administration or related discipline. Prepare Electronic Funds Transfers (EFTs) and wire transfers, while…