Assistant Controller, Client Success

The Opportunity

At Humanity Financial, you can use your accounting expertise in service of organizations working toward meaningful change. Our work is guided by the Five Stages of Financial Wellness, a framework that recognizes that financial wellness is not simply about whether reports, budgets and processes exist, it is about whether they are reliable and useful under pressure.

As an Assistant Controller, Client Success - you will contribute to the foundations of this journey by strengthening financial visibility, reporting, processes and organizational capacity. You will work alongside clients to understand where they are, address immediate financial needs and build the conditions for more confident decision-making and long-term financial transformation.

Who We Are

Humanity Financial was founded on the traditional, ancestral, and stolen lands of the xwmethkwey'em (Musqueam), Skwxwu7mesh (Squamish), and selilwetalh (Tsleil-Waututh) Nations. Our team is fully remote, working from home and live on many Indigenous territories throughout what is now called Canada.

We are a CPA firm that works exclusively with social purpose organizations, including First Nations, Indigenous communities and charities and nonprofits. We are a certified B Corporation and the first CPA firm in British Columbia to become a Benefit Company.

We are pleased to be a PAIR Bronze Certified organization through the Canadian Council for Indigenous Business and are also certified carbon neutral, a certified Caring Company, a certified Great Place to Work.

Position Summary

Position: Assistant Controller, Client Success

Reports to: Associate Director, Client Success and Finance Transformation

Status: Permanent, full-time (40 hours per week)

Location: Work from home within Canada

Reporting to the Associate Director, Client Success and Finance Transformation, the Assistant Controller works within a team of accountants and bookkeepers to support a portfolio of social purpose clients on their financial wellness journeys.

The Assistant Controller, Client Success helps ensure the accuracy and completeness of clients’ financial information and reporting and supports regulatory compliance, budgeting, forecasting, cash-flow management and audit coordination. The role also reviews the work of other team members and provides coaching, training and mentorship that strengthens the capacity of both the client service team and the organizations we serve.

This position combines strong technical accounting skills with sound judgment, curiosity, clear communication and a genuine commitment to client success. Because our services are delivered remotely, the successful candidate must have an appropriate home workspace and be comfortable building relationships and collaborating with clients and colleagues virtually. Occasional travel within Canada may be required.

Who You Are

You are a CPA with several years of progressively responsible accounting experience, whether gained in public practice, industry or the social purpose sector. You are looking for work that combines strong technical accounting with authentic client relationships and lasting organizational impact.

You enjoy solving puzzles, rolling up your sleeves and putting the pieces together in practice, not only in theory. You understand that getting into bookkeeping details is sometimes part of the work and can be essential to understanding what is happening in a client’s financial systems.

You care about client success and want your work to support organizations advancing important missions. You understand that financial transformation can be complex and are prepared to approach challenging situations with patience, sound judgment and persistence.

What You Bring

We recognize that strong candidates may have gained their experience through different career paths. You do not need to meet every item under “Nice to have” to apply.

Required

• A Canadian CPA designation in good standing.
• Several years of progressively responsible accounting experience, including experience with audit or assurance engagements in public practice.
• Hands-on, full-cycle accounting experience, including journal entries, reconciliations, month-end processes and preparation or review of financial reports.
• Experience managing competing priorities and deadlines across multiple clients, organizations or business units.
• Experience reviewing the work of junior team members and providing clear instructions, coaching and constructive feedback.
• Strong client-facing communication skills and the ability to build respectful, collaborative relationships.
• Sound professional judgment, attention to detail and the ability to investigate and resolve accounting issues.
• Confidence learning and working across different accounting systems and digital tools in a remote environment.
• Cultural awareness, humility and a commitment to continuous learning when working with people from different communities, backgrounds and lived experiences.

Nice to Have

• Experience working with charities, nonprofits, First Nations governments, Indigenous communities or Indigenous organizations.
• Knowledge of fund accounting, restricted contributions, funder reporting or the financial and reporting environments in which social purpose organizations operate.
• Experience preparing budgets, forecasts, cash-flow projections and budget-to-actual reporting.
• Experience working directly with executive directors, senior leaders, boards of directors or finance committees.
• Experience strengthening financial policies, internal controls, procedures or finance-team structures.
• Experience onboarding new clients or managing client engagements, projects, scope and budgets.
• Experience working successfully as part of a fully remote team.
• Familiarity with a range of cloud-based accounting, reporting and workflow systems.

We know that many technical skills can be taught. We have built a learning library and an onboarding process to support your success. What matters to us is your desire to learn and grow, your openness to change and the perspective you bring to our team.

What We Offer

Humanity Financial is unlike most accounting firms. We do not complete year-end corporate tax returns or audits, so there is no traditional tax season. We fully support work-life balance and provide opportunities to build a meaningful career without a conventional track to partnership.

Our team members care deeply about one another and our clients. We foster collaborative relationships, lead with kindness and do not shy away from courageous conversations. We support and celebrate one another in doing our best work; ego and internal competition are not particularly valued here.

Total Compensation

The starting salary for the Assistant Controller, Client Success is $88,474, with the salary band extending to $127,181 per year.  Assistant Controllers, Client Success typically start at (or near) the beginning of the salary band and receive three weeks of annual vacation plus additional paid time off. Other highlights of our total rewards package include health and dental benefits from the first day of employment, an RRSP matching program, paid volunteer time and an annual professional development allowance.

Commitment to Equity, Diversity and Inclusion

Equity, diversity and inclusion are central to Humanity’s vision, mission and values. We are committed to identifying and removing barriers in our employment practices and creating a workplace where people from different backgrounds, identities and lived experiences can contribute and thrive.

We encourage applications from Indigenous Peoples, racialized people, women, people with disabilities, 2SLGBTQIA+ people, newcomers and others who experience structural barriers to employment. We believe that a workforce reflecting the diversity of the communities we serve strengthens our work.

Accommodation is available throughout the recruitment process. Please let us know what you need from us to participate fully and we will work with you to make appropriate arrangements.

Our Recruitment Process

We strive to be consistent in how we assess applicants and transparent about what candidates can expect.

• We do not use an automated applicant tracking system. A person will read your resume and application email.
• Following a successful application review, the first step is a phone conversation to establish a connection, learn more about your experience and discuss administrative details.
• The next step is a 30-minute video interview with one or two members of our team. This discussion explores your experience, approach and alignment with our work and culture.
• Candidates who continue will participate in a 60-minute video interview with two Associate Directors, Client Success and Finance Transformation. This is a further opportunity to explore mutual fit and learn about the day-to-day work.
• You are encouraged to ask questions at every stage.
• Before making an offer, we will request three references and expect to speak with at least two people who have recently worked directly with you, including someone who supervised or evaluated your work.

How to Apply

We would love to hear from you before September 18, 2026.

Apply through the Join Us section of our website by clicking on the Assistant Controller opportunity. Alternatively, email [email protected] with the subject line “Assistant Controller, Client Success Application.” Please include:

1. An updated resume showing how your skills and experience align with the role.
2. A paragraph (or two) response to the following two questions:
   1. What makes Humanity Financial the right place for you?
   2. Our culture is closely connected to our mission and purpose. How would you contribute to our team culture, and what would you bring?

You are welcome to tell us about any accommodation you may need during the recruitment process. If what you have read resonates with you, we would be grateful to hear from you.

 Detailed Overview of Responsibilities and Duties

Client Reporting & Compliance: The Assistant Controller, Client Success oversees a client’s daily accounting operations and ensures accurate, complete, and high-quality financial reporting. This role develops positive and productive relationships with clients, working closely with them to understand their financial needs and develops financial solutions that support their mission.

• Meet with new and current clients to review and document their existing financial processes and policies, making recommendations for change where they can be improved
• Review monthly bookkeeping, working papers, and journal entries prepared by bookkeepers and preparers for accuracy and completeness
• Review year-end working papers and financial statements prepared by bookkeepers or preparers
• Prepare more complex working papers and provide oversight and direction for bookkeepers or preparer team
• Develop more complex financial reports in accounting software, and related working papers in preparation for year-end filing
• Provide support, training, and direction throughout the year to our clients’ bookkeepers as required
• Prepare financial funder reports for non-profit and charity clients
• Monitor client compliance deadlines, including corporate tax instalments, GST returns, PST returns, all payroll-related remittances, and year-end corporate
• Coordinate, plan and implement in scope work (ie. Budget development) so that the work of the finance team aligns to organizational timelines, goals or deliverables

Client Advisory Services: The Assistant Controller, Client Success acts as a trusted advisor to clients, balancing strong service quality with the budget and scope of each engagement.

• Work with clients to develop individual and master fund/funder and program or project budgets
• Generate budget-versus-actual reports and work with management to analyze the source of the variances to assist in their internal and external reporting and decision-making
• Work with Executive Directors, Board of Directors, and management to develop appropriate internal controls for their organization
• Help clients identify and document appropriate financial management roles and responsibilities and create financial management job descriptions
• Lean into the strengths of the client's finance team, providing training that supports their growth and the organization's goals
• Work directly with external accountants and auditors to ensure a smooth and successful year-end process for clients
• Work in alignment to Humanity Financial’s standard operating procedures and provide recommendations for change where the efficiency and effectiveness of internal financial systems and processes can be improved

Client Management: The Assistant Controller, Client Success is responsible for the day-to-day management of a client file, ensuring that services are delivered on time, on budget and within scope of the engagement agreement.

• Assist with onboarding new clients
• Develop, implement, and manage project plans for assigned projects
• Manage and strengthen client relationships; act as the point-person for any technical accounting, compliance, or operational issues
• Build long-term client relationships based on trust and reliable service

Business Management: The Assistant Controller, Client Success contributes to Humanity's business goals and, from time to time, may support business development by joining meetings with the Associate Director, Client Success and Finance Transformation, on a potential or expanded client engagement.

• Understand, contribute to, and meet established key performance indicators and budgets for assigned client files
• Recommend and implement ways to improve the cost efficiency of client files, such as process improvement
• Schedule and complete “after action reviews” for all significant projects and year-end files, documenting lessons learned
• As requested, support business development activities (i.e., participating in meetings with prospective clients)

Identify new ways Humanity Financial could better serve clients and strengthen those relationships

Leadership: The Assistant Controller, Client Success is an active team member who supports high-quality service delivery and helps the team keep improving.

• Proactively share knowledge and expertise with others through delivery of training sessions or through coaching/mentoring
• Provide effective training to preparers, ensuring that all routine tasks are delegated, and performed accurately
• Recommend and implement strategies that support the development of skills and expertise among the team
• Act as a resource to the team, providing advice and guidance to team members