• Manage company accounting records using QuickBooks Online, ensuring accuracy and proper documentation of all transactions. • Prepare and file HST returns accurately and within required deadlines. • Process payroll and remit Canadian payroll deductions, including CPP, EI, and income tax, in compliance with regulations. • Ensure compliance with Canadian tax laws and reporting requirements. • Perform regular bank and account reconciliations to maintain accurate financial records. • Prepare financial statements and reports for management review. • Provide timely and accurate financial reporting and analysis to support business decisions. • Assist with year-end closing, tax preparation, and audit requirements.

• Will assist with administrative and tax-related routines for an American insurance company.

Company Description: Veracross provides SaaS-based School Information Systems (SIS) designed to meet the specific needs of independent K-12 schools worldwide. Our one-record solution combines the power of a fully integrated single-record database, personalized communication tools, and an elegant architecture that is unique in our industry. We are a growing, values-led community of 370 employees in the US, UK and Australia who share a vision to unify school communities, improve the quality of education, and enhance learning. Veracross is five product brands in one global tech company - Veracross SIS is a one-person, one-record school management platform - Magnus Health provides cloud-based Student Health Record (SHR) solutions - Digistorm connects with their communities through Digistorm Websites, Digistorm Funnel, and Digistorm Apps. - Epraise incentivizes student well-being and connects teachers, students, and families. - Firefly provides an online learning space for students and teachers Role Summary: The overall Business Product Area Consultant role has a dual focus. The primary focus is to lead the successful implementation of Veracross Business Modules focusing on more complex and demanding projects that require an understanding of Accounting, systems, and the Veracross products. These projects are executed on time and on budget, while fostering trusting relationships with client Business Offices. The secondary focus is on using subject matter expertise and experience to continually improve the implementation processes and procedures. This Associate position is the entry point to this team. Job Responsibilities: - Deliver Accounting platform consulting and organizational change management to complex Business Offices, large and small. This multi-month implementation consulting consists of: - Platform transition options consulting: Through discovery and collaboration with the client, evaluate, demo, and revise setup options. - Orchestrate successful Business Office change management, where the tailored configurations, once approved, are documented, socialized, and deployed. - Business Office workflow consulting: Create documented models to support the ways the school's Business Office can best leverage the Veracross Accounting module to support their operation. - Alongside the Veracross Lead Project Manager, develop Business Office implementation project plans based on the Accounting module configuration. - Develop and orchestrate tailored Accounting support handoffs. - Mentor clients in their chart of accounts design as needed. - Coach Implementation Managers from basic Accounting consulting proficiency to moderate Accounting consulting proficiency. - Write and update internal documentation to support continuous improvement of a standardized, best practice, Accounting implementation process, including training and adoption. - Lead direct training engagements for strategic and high-complexity Accounting offices. - Develop and maintain Accounting module product feedback that emerges from direct consultations. - Achieve consultation success on time, and on budget. - Participate with Marketing and Sales in 2-3 Independent School Business Office conferences a year.

• Assist the Student Accounts Manager in monitoring, reviewing, and improving business activities of the department • Perform detailed student account analysis and award year reconciliation • Counsel students on document intake, awarding, disbursement and withdrawal processes • Maintain knowledge of Federal, State, and Institutional Policies governing Title IV student aid programs • Review students for Post Withdrawal Disbursement and R2T4 processes • Respond to inquiries regarding student accounts and conduct quality assurance reviews • Collaborate across departments to communicate financial policies to students • Monitor compliance of financial policies related to payment options