• Lead the daily operations of Accounts Payable, Accounts Receivable, homeowner accounting, collections, banking administration, and community financial services. • Establish and monitor operational KPIs, service levels, quality standards, productivity metrics, and customer satisfaction measures. • Ensure timely completion of homeowner, community, vendor, and management company requests. • Serve as the escalation point for complex operational and customer service issues. • Develop scalable operational processes that support customer growth while improving profitability. • Oversee vendor invoice intake, approval workflows, homeowner billing, special assessments, and homeowner account maintenance. • Ensure compliance with association approval requirements and internal controls. • Manage homeowner collections activities, including delinquency monitoring, late fee administration, and legal status management. • Oversee 1099 tax preparation and related documentation processes.

• Serves as the primary point of contact for external auditors • Leads the planning, coordination, and timely completion of the annual consolidated system audit • Oversees the annual tax return calendar and ensures timely completion of all required tax filings • Prepares and contributes to financial materials for Board and Committee meetings • Coordinates quarterly and annual external bond reporting and CHIA reporting • Leads consolidated monthly close reporting in coordination with subsidiary entities • Functions as a system-wide technical accounting resource • Maintains effective control procedures across all financial reporting and tax processes • Continuously identifies opportunities to improve the efficiency of financial reporting, audit, and tax functions

• Monitor, train, and implement future enhancements around the Payroll Cost Allocation (PCA) and Payroll Accounting Adjustment (PAA) processes • Collaborate across business and technical teams, with a focus on delivering transformational reports, in support of the Finance organization’s business goals and initiatives. • Design, develop, configure, and test simple to complex Workday reports (advanced, matrix, composite) and dashboards utilizing Workday Report Writer access, as well as other organizational tools and available technologies. • Evolve to deliver against changing business needs and future Workday Reporting available functionalities. • Provide cross-functional understanding of financial data and its intersections and inter-dependencies across the overall Workday platform/ecosystem. • Provide technical guidance and ultimately become the subject matter expert around reports and dashboards to business and technical teams across the Finance organization. • Collaborate with technology and security teams to define and create calculated fields, edit security domain policies and other Workday objects to achieve the transformational reporting needs of the Finance organization. • Review Workday system upgrades and releases to determine overall impact on existing processes. • Conduct regression testing and make recommendations for future enhancements/functionality with an eye to improve the overall platform and user experience. • Provide support to the overall Financial System Management team in identifying root cause issues of Finance related incidents and carrying out process improvements and break fixes while adhering to the organization’s internal control policies. • Engage with Workday Community to understand technology capabilities and recommend solutions that address business needs.

Role Description As a Financial Services Representative, you will: - Specialize in investments, sell and deliver all investment products and services - Contribute towards the growth of the investment portfolio by attaining individual goals and objectives on an annual basis - Assist with the development of business opportunities to establish a profitable investment portfolio with the corporate objectives of the credit union - Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area - Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning - Identify opportunities to generate sales and new members - Monitor the renewal of maturing investments. Ensure members receive appropriate notice, advising of alternative options and assist with renewals - Establishing and maintaining effective relationships with members by providing excellent member service - Perform other duties as needed or assigned Qualifications - Post-secondary education with emphasis in business or financial planning would be an asset - A minimum of two years of sales, service and investment administration and/or sales experience - Advanced member service and sales skills - Excellent organizational and time management skills - Mutual Funds License, active and in good standing - Willingness to complete additional educational components as required Benefits - $900.47 - $1,448.91 per week (plus pension and applicable benefits) - 37.5 hours per week, Monday to Saturday Company Description At Kawartha Financial Services, diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know. If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, apply now!