• 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!

Role Description Trillium Health Resources has a career opening for a Chief Financial Officer to join our team! As a member of the Executive Team, the Chief Financial Officer sets the enterprise financial strategy and is accountable for financial planning, financial operations, and fiscal sustainability of the organization. This role defines financial priorities, steers accounting and medical economics functions, and guides resource allocation across the enterprise. The position drives achievement of financial performance, contractual and accreditation requirements, and alignment of financial operations with strategic goals. On a typical day, you might: - Lead enterprise financial strategy and oversee Finance and Medical Economics functions - Direct financial operations, including accounting, reporting, audits, and budgeting - Partner with executive leadership to develop and implement financial initiatives - Analyze financial performance to inform strategic and operational decision-making - Monitor market trends, including managed care and value-based care developments - Lead development and performance management of finance leadership staff Qualifications - Master’s degree in Healthcare Administration, Business Administration, Accounting or Finance must include 18 semester hours of accounting coursework from an appropriately accredited institution. - Minimum of seven (7) years of progressive accounting experience and financial management to include six (6) years of supervisory experience and four (4) years of experience in a managed care (MCO) health plan setting. - Must have a valid driver’s license. - Must reside within North Carolina. - Must be able to travel within catchment as required. Requirements - Certified Public Accountant (CPA) (Preferred) Benefits - Typical working hours: 8:30 am – 5:00 pm; flexible work schedules available for some positions with management approval. - Work-from-home options available for most positions - Health Insurance with no premium for employee coverage - Flexible Spending Accounts - 24 days of Paid Time Off (PTO) plus 12 paid holidays in your first year - NC Local Government Retirement Pension (defined-benefit plan) - 401k with 5% employer match and immediate vesting - Public Service Loan Forgiveness (PSLF) qualifying employer - Quarterly stipend for remote work supplies Deadline for Application Tuesday, midnight, June 30, 2026 How to Apply To be considered, submit your application and resume through our ADP Career Center. Your resume must include: - Employer name, dates of service (month/year), average hours worked per week, and essential job duties - Education details (degree type, date awarded, institution, field of study) - Licensure/certification information, if applicable After submission, your resume will be reviewed to ensure it meets the essential criteria for the position. You’ll be notified by HR regarding your application status as appropriate. All applicants will receive a final update once the recruitment cycle closes. Join our Talent Community through ADP to stay informed about future opportunities. Be sure to keep your resume updated in your profile. Trillium Health Resources is an Equal Employment Opportunity (EEO) employer and a drug-free workplace. All candidates must pass a drug test as a condition of employment.