Accounting Coordinator

Full-Time:  Accounting Coordinator          
Location:  Ottawa, Ontario
Company: Retirement by Design

About the Role

We’re looking for a detail-oriented, hands-on Accounting Coordinator to take ownership of our day-to-day financial operations.

This role sits at the center of our finance function—working closely with our internal team and external partners to keep everything accurate, organized, and moving forward.

This is an ideal role for someone who enjoys both execution and problem-solving—someone who doesn’t just process transactions but understands how everything connects.

What You’ll Be Responsible For

Month-End & Financial Reporting

• Prepare and consolidate monthly financial statements across multiple entities
• Ensure all bank, credit card, and account balances are reconciled accurately
• Organize and maintain complete month-end files (statements, invoices, supporting documentation)
• Support external accountants with reporting and inquiries

Bookkeeping & Transactions

• Manage day-to-day bookkeeping activities
• Process accounts payable and receivable
• Pay invoices and track cash flow
• Reconcile bank and credit cards accounts monthly a
• Track and store receipts for transactions

Payroll & Compensation Support

• Submit payroll data for processing and ensure accuracy
• Review payroll reports and flag discrepancies
• Coordinate with external payroll providers
• Support bonus and compensation tracking
• Review group benefits payments and process monthly Group RRSP contributions

Tax & Compliance

• Prepare and submit GST/HST filings and tax payments
• Coordinate preparation of tax documentation
• Coordinate with accountants on annual filings and compliance
• Support WSIB reporting requirements (where required)

Financial Operations & Administration

• Handle internal financial requests (payments, transfers, reimbursements)
• Investigate and resolve discrepancies (missing receipts, incorrect charges, etc.)
• Support financial tracking across multiple entities
• Assist with annual reporting and allocations

What You Bring

• Experience in bookkeeping, accounting, or finance operations
• Strong understanding of month-end processes and reconciliations
• Comfortable managing multiple accounts and entities
• Highly organized with strong attention to detail
• Ability to follow through and “close loops” without prompting
• Confident communicator with internal teams and external partners
• Proficiency with accounting software and Excel

Why Join Us

• Work closely with leadership in a growing financial planning firm
• Be the go-to person for finance operations across multiple entities
• Opportunity to improve systems and make a meaningful impact
• Collaborative, team-first environment grounded in strong values