Managing Director, Finance and Accounting

Position: Managing Director, Finance and Accounting

Reports To: President & CEO

Job Summary

As a member of the Leadership Team, the Managing Director, Finance and Accounting provides strategic financial leadership; supporting organizational growth, long‑term sustainability, and strong governance across both for‑profit and not‑for‑profit operations. Serving as a trusted advisor to senior leadership and the Board of Directors, this role ensures sound financial stewardship, promotes ethical conduct, and aligns financial strategy with enterprise‑wide objectives.

The Managing

Director oversees financial control, accounting, compliance, and enterprise risk management in accordance with GAAP, ASPE, and not‑for‑profit accounting standards. This includes strengthening internal control frameworks, enhancing ERP‑related controls, and ensuring compliance with regulatory bodies, including CRA, TICO, and IATA. The role also leads risk identification and mitigation strategies to safeguard organizational assets and reputation.

Responsible for financial reporting and decision support, the Managing Director prepares and presents comprehensive financial performance reports to the Audit & Finance Committee and Board of Directors, delivering insights on key metrics, budget variances, forecasts, and significant financial events. The position leads financial modeling, scenario planning, and trend analysis to support strategic planning, investment decisions, and operational performance.

The Managing

Director leads the annual budgeting and forecasting cycle in collaboration with the Leadership Team, ensuring expenditures are accurately projected, properly categorized, and aligned with strategic priorities. The role also administers and optimizes financial systems and reporting tools, integrating platforms such as Prophix, Informer, and ERP systems to improve data integrity, scalability, and automation. A strong focus is placed on process improvement, standardized documentation, and the adoption of AI‑driven solutions to enhance efficiency and reduce risk.

In addition, the Managing Director manages external audit relationships, oversees statutory filings and payroll governance, and ensures strong expense management controls. The role partners with internal and external stakeholders to evaluate business cases, conduct financial due diligence, and support mergers and acquisitions, assessing associated risks, returns, and long‑term value creation. Leading and developing a team of finance and accounting professionals, the Managing Director fosters a culture of accountability, continuous improvement, and professional growth.

Through strategic leadership and operational excellence, this role ensures financial integrity, compliance, and sustainable performance across the organization.

Responsibilities Provide strategic financial leadership as a member of the Leadership Team, supporting organizational growth and long‑term sustainability. Build and maintain credibility with senior leadership and the Board of Directors through trusted financial stewardship. Uphold and promote ethical conduct across the finance function and the organization.

Financial

Control, Compliance & Risk Management Lead financial control, accounting, compliance, and risk management activities in accordance with GAAP, ASPE, and not‑for‑profit accounting standards. Strengthen and maintain internal control frameworks, including ERP‑related controls. Develop and implement enterprise risk management strategies and mitigation plans. Ensure compliance with regulatory bodies, including CRA, TICO, and IATA.

Financial

Reporting, Analysis &

• Decision Support Prepare and present comprehensive financial performance reports to the Audit &
• Finance Committee and Board of Directors, including key metrics, budget variances, forecasts, and explanations of significant financial events. Lead financial modeling, scenario planning, and trend analysis to support strategic decision‑making and identify risks and opportunities. Provide accurate and insightful financial projections to support strategic and operational planning. Budgeting, Forecasting &
• Strategic Planning Lead the annual budgeting and forecasting process in collaboration with the Leadership Team. Ensure planned expenditures are appropriately forecasted, categorized, and aligned with organizational priorities. Systems, Process Optimization &
• Automation Administer and optimize financial systems and tools, including Prophix, Informer, and other financial applications. Integrate financial systems with enterprise platforms (e.g., ERP) to improve data accuracy and reduce manual processing. Optimize reporting workflows to improve speed, accuracy, scalability, and consistency across reporting cycles. Develop and maintain standardized procedures and documentation. Ch