Refine Finance

About the Company

AI-powered fractional CFOs and outsourced accounting services provide businesses with expert financial guidance, enhanced by advanced AI tools, at a fraction of the cost of a full-time in-house team. This solution enables small and mid-sized companies to access strategic financial insights, automate routine tasks, and make data-driven decisions in real time, all while scaling operations more efficiently. With AI-driven analytics, businesses can optimize cash flow, forecast financial trends, and manage risk, while also ensuring compliance and financial accuracy. This approach allows for faster, smarter decision-making and the flexibility to adapt to growth, from startups to expanding enterprises. By outsourcing accounting and financial leadership, businesses can focus on scaling while ensuring long-term financial health. Our clientele consists of talented entrepreneurs and business owners across North America. While we take leadership of their finances, operations and strategy, our clients are assured that their business interests are well looked after, and can focus all their time and effort on growing their business.

Listed Jobs

Company Name

Refine Finance

Job Title

Senior Finance Manager

Job Description

**Job Title**: Senior Finance Manager **Role Summary**: Oversees financial planning, budget management, and strategic financial analysis to optimize operations and drive business growth through financial insights and risk mitigation. **Expectations**: - Oversee financial planning and analysis. - Manage budgeting processes and forecasting. - Ensure compliance with financial regulations. - Provide strategic financial insights to leadership. - Lead risk management and cash flow optimization initiatives. - Foster cross-functional collaboration to align financial goals with business objectives. **Key Responsibilities**: - Develop and execute financial strategies aligned with organizational goals. - Analyze financial data to identify trends, risks, and growth opportunities. - Supervise financial reporting and internal controls to ensure accuracy. - Implement cost optimization and liquidity management practices. - Advise on financial decisions to support strategic business expansion. - Coordinate with departments to improve operational efficiency and financial alignment. **Required Skills**: - Financial Planning and Budget Management. - Advanced Financial Forecasting and Analysis. - Risk Management and Regulatory Compliance. - Cash Flow Analysis and Optimization. - Strategic Financial Leadership. - Team Management and Interdepartmental Collaboration. - Proficiency in financial software and AI-driven analytical tools. - Strong written and verbal communication for stakeholder engagement. **Required Education & Certifications**: - Bachelor’s degree in Finance, Accounting, Business Administration, or related field. - Professional certification preferred (e.g., CPA, CFA). - Proven experience in senior financial leadership roles.

Toronto, Canada

Hybrid

Senior

02-10-2025

Company Name

Refine Finance

Job Title

Finance Coordinator

Job Description

**Job Title** Finance Coordinator **Role Summary** Coordinate day‑to‑day accounting operations for a large client, preparing financial reports, reconciling accounts, and managing AP/AR activities while collaborating across business units. **Expectations** - Deliver accurate financial information on time. - Maintain data integrity and compliance. - Communicate effectively with stakeholders. - Demonstrate initiative, teamwork, and continuous improvement. **Key Responsibilities** - Produce periodic financial statements and management reports. - Reconcile bank, ledger, and inter‑company accounts. - Process accounts payable and receivable transactions, including billing and collections. - Handle journal entries, cash management, and variance analysis. - Coordinate with departments to gather data and resolve discrepancies. - Support ad‑hoc financial analyses and reporting. **Required Skills** - Strong organizational and time‑management skills. - Excellent interpersonal, written, and verbal communication. - Solid analytical and problem‑solving abilities. - Detail‑oriented and focused on accuracy. - Proficient with MS Excel (pivot tables, formulas, dashboards). - Experience with QuickBooks Online and general accounting software. - Team‑player with a willingness to learn. **Required Education & Certifications** - Bachelor’s degree in Accounting, Finance, Business, or related field. - Minimum 1 year of relevant accounting/finance experience. - QuickBooks Online certification preferred (optional). **Preferred Additional Experience** - Project accounting experience.

Toronto, Canada

Hybrid

02-10-2025

Company Name

Refine Finance

Job Title

Director of Finance

Job Description

**Job Title:** Director of Finance (Director of Financial Planning & Analysis) **Role Summary:** Leads financial planning, budgeting, forecasting, modeling, and reporting for a growing fintech services firm. Provides strategic financial insights, drives data‑based decision making, and ensures operational efficiency while managing a cross‑functional finance team. **Expactations:** - Deliver accurate, timely financial forecasts and reports to support senior leadership. - Lead and develop the FP&A team, fostering collaboration across departments. - Communicate complex financial information clearly to both financial and non‑financial stakeholders. - Uphold compliance, risk management, and best‑practice financial controls. **Key Responsibilities:** - Oversee the annual budgeting process and periodic re‑forecasts. - Build and maintain financial models for cash flow, scenario analysis, and strategic initiatives. - Produce monthly/quarterly financial statements, variance analyses, and executive dashboards. - Partner with sales, operations, and product teams to evaluate performance and recommend actions. - Manage a team of analysts, set objectives, and conduct performance reviews. - Implement and optimize financial planning software and reporting tools. - Ensure adherence to GAAP/IFRS standards and internal control policies. **Required Skills:** - Advanced financial planning, budgeting, and modeling expertise. - Strong analytical and quantitative abilities. - Proficiency in financial reporting and data visualization tools (e.g., Excel, Power BI, Tableau, ERP systems). - Excellent leadership, team‑management, and mentorship capabilities. - Effective verbal and written communication for executive audiences. - High attention to detail and problem‑solving orientation. **Required Education & Certifications:** - Bachelor’s degree in Finance, Accounting, Economics, or related field. - MBA, CPA, CFA, or equivalent professional certification preferred. - Minimum 8–10 years of progressive experience in financial analysis, FP&A, or corporate finance, with at least 3 years in a leadership role.

Toronto, Canada

Hybrid

02-10-2025