Manager of Finance

About Planned Lifetime Advocacy Network (PLAN)

Planned Lifetime Advocacy Network (PLAN) is a non-profit organization founded in 1989 to help families secure the future for loved ones with disabilities.  Working in collaboration, we build personal support networks, make plans to secure the future, and bring families together for mutual support, learning and community leadership.

As a family formed and led organization, we know that planning for people with disabilities takes effort and intention. From future planning to school transitions, community involvement, financial objectives and more – very little happens without a network of caring relationships. That’s why fostering relationships is the key to everything we do.

The Successful Candidate

We are looking for an experienced, energetic and caring individual who is inspired by our organizational mission, vision and values. This role will work collaboratively with all members of the team in propelling PLAN’s vision outwards into the community. The individual in this position will also be asked to provide creative leadership to help us continue to develop financial sustainability and ongoing growth as a small non-profit. In addition to being collaborative, this role will also be responsible for working autonomously on a high volume of tasks and deliverables. 

Skills & Qualifications

  • Minimum 2 years of hands-on experience in a similar role and 5+ years of non profit accounting experience
  • On-the-job experience using QuickBooks is mandatory
  • Experience with Microsoft Office applications (Word, Excel, Outlook)
  • Organized, detail-oriented, flexible, and adaptable
  • Excellent communication (spoken and written) and interpersonal skills


  • Manage all financial aspects of the organization.
  • Prepare annual budget, in collaboration with the Executive Director and Director and manage the budget throughout the year to ensure appropriate budgetary control.
  • Oversee preparation of monthly and quarterly financial reports that include monitoring of income and expenditure against budget, and commentary on significant issues.
  • Generate specialized reports as required for grants and projects.
  • Recommend changes to procedures, operating systems, budgets and other financial control functions.
  • Notify and report financial trends that are critical to the organization’s performance.
  • Manage restricted contributions and externally held endowment funds.
  • Develop and implement financial policies, systems, and procedures.
  • Prepare documents and reports for our annual audit and work with the auditors to create the audited financial statements, including accurate notations to accompany the statements and submit the annual charity return (T3010).
  • Manage Accounts Payable:  Code incoming bills, obtain approvals, post, and complete cheque runs.
  • Manage Accounts Receivable:  Post payments received (cheques and credit card payments), periodically following up on unpaid invoices, and issue Donation Tax Receipts.
  • Manage Payroll:  Process payroll bi-weekly for a small staff team (using Payworks).
  • Prepare semi-annual HST Rebate Request with Canada Revenue Agency.
  • Invoicing:  Produce annual membership fee invoices and manage payments with members.
  • Banking:  Prepare bank deposits, reconcile monthly bank statements, enter Visa receipts for multiple Visa accounts, reconcile Visa statements, manage and reconcile monthly donors and monthly membership fee payments.
  • Managing Donations: using eTapestry and Blackbaud merchant services, this role manages donations, periodic payments for membership fees and transaction reconciliation
  • General Accounting:  Maintain accurate general ledger, including journal entries as required for accruals, pre-paids, deferrals, etc.
  • Prepare the financial and cost/benefit analyses of current and anticipated developments, programs and initiatives and their impacts to PLAN’s overall financial position.
  • Maintain outstanding working relationships throughout the organization to facilitate collaboration and successful budget preparation, communication and execution.
  • Perform other job-related tasks as required.

Compensation & Work Schedule

  • The hours are full-time (37.5 hours per week), with a Monday to Friday, 9-5 schedule.
  • Salary will be dependent on experience.  Our compensation package includes a shared-cost benefits plan, three weeks’ vacation, and an RRSP matching program.
  • Please note our office will be moving this spring to 312 Main Street, Vancouver, a collaborative co‑working space located in Gastown.

How to Apply

  • Please click here to submit your application online
  • We thank all applicants for their consideration of this position.  Only shortlisted applicants who have applied through our application form will be contacted.
  • This job posting will close on Friday, March 16, 2018.