Accounting & Finance Manager

Tailor Your Resume for this Job

Company Overview
At TruFinity, we don’t just fix problems — we build systems for success. We’re a premium plumbing, heating, and cooling company built on professionalism, precision, and performance. Every process, every customer interaction, and every department is designed to deliver True Service, Infinite Care.

As we continue to grow throughout the Okanagan and beyond, we’re looking for a hands-on, detail-driven Accounting & Finance Manager to ensure our financial foundation remains strong, transparent, and growth-focused. You’ll help drive profitability, accountability, and clarity across all areas of the business.

We are seeking an experienced Accounting Manager to join our team in <LOCATION>. In this role, The Accounting & Finance Manager is responsible for overseeing and performing all core accounting, bookkeeping, and financial operations for TruFinity. This hybrid role combines hands-on bookkeeping execution with financial reporting, cash flow management, and process improvement to ensure clean, timely, and accurate financials that support business growth.

You’ll manage day-to-day accounting, from payables and receivables to reconciliations and payroll prep, while also leading month-end close, budget forecasting, and departmental financial reporting.

This position is ideal for a highly organized, detail-oriented professional who can roll up their sleeves for daily bookkeeping tasks while keeping an eye on the bigger financial picture.

You are the company’s financial anchor, ensuring precision, transparency, and financial discipline across every department.

Core Responsibilities

1. Full-Cycle Accounting & Bookkeeping

• Manage all daily accounting functions, including accounts payable, accounts receivable, expense tracking, and bank reconciliations.
• Process and record vendor invoices, receipts, and payments in QuickBooks Online or Sage.
• Prepare and process biweekly payroll, tracking commissions, bonuses, and deductions.
• Maintain and reconcile the general ledger and chart of accounts.
• Record journal entries, accruals, and adjustments for accurate month-end close.
• Ensure all financial transactions are properly documented and compliant with internal policies.

2. Financial Reporting & Analysis

• Produce monthly, quarterly, and annual financial statements with variance analysis.
• Track departmental and job-level performance, ensuring accurate job costing and gross margin reporting.
• Maintain budget vs. actual reports and collaborate with leadership on forecasts and cost control.
• Prepare and submit GST, PST, payroll remittances, and year-end filings accurately and on schedule.
• Support external accountants during audits, reviews, or fiscal year-end.

3. Cash Flow & Financial Management

• Monitor daily cash flow, ensuring healthy liquidity and timely payments.
• Oversee accounts receivable aging, collections, and vendor payment schedules.
• Manage company credit cards, reimbursements, and expense reports.
• Support leadership in budget forecasting, capital planning, and financial analysis.
• Provide actionable insights for profitability, efficiency, and financial performance.

4. Systems, Processes & Controls

• Maintain and improve internal financial systems, SOPs, and control processes.
• Ensure accurate integration between ServiceTitan and accounting software for job costing and revenue tracking.
• Streamline workflows for expense approvals, purchasing, and vendor management.
• Maintain organized digital filing systems in ClickUp or Google Drive for audit-ready documentation.
• Identify automation opportunities to increase efficiency and accuracy.

5. Departmental Collaboration & Support

• Work cross-departmentally with Service, Install, and Sales to ensure accurate coding and reporting of costs and revenue.
• Support Install Coordinators and Service Managers in reviewing job profitability and margin targets.
• Communicate financial updates and reporting timelines to department heads.
• Provide training or guidance to administrative staff assisting with finance-related tasks.

Key Attributes

• Hands-On & Detail-Oriented: Comfortable performing daily bookkeeping while managing higher-level reporting.
• Analytical & Strategic: Able to interpret data and provide meaningful financial insights.
• Organized & Efficient: Manages multiple priorities and deadlines with precision.
• Confidential & Trustworthy: Handles sensitive financial information with professionalism.
• Collaborative: Works closely with leadership and operations to align financials with goals.
• Process-Driven: Builds structure and repeatable systems that scale with company growth.

Required Qualifications

• 3–5+ years of accounting and bookkeeping experience (construction or service industry preferred).
• Strong understanding of full-cycle accounting, payroll, and tax compliance.
• Proficiency in QuickBooks Online or Sage, with experience integrating with ServiceTitan.
• Strong skills in Excel/Google Sheets for reporting and analysis.
• Experience preparing GST/PST filings, payroll remittances, T4s, and ROEs.
• Excellent communication, organization, and problem-solving skills.

Preferred Attributes

• Diploma or degree in Accounting, Finance, or Business Administration.
• Experience in job costing and departmental financial management.
• High attention to detail and ability to work in a fast-paced environment.

Compensation & Benefits

• Salary Range: $65,000–$75,000+, based on experience and performance.
• Performance-based bonuses tied to financial accuracy, reporting timeliness, and company profitability.
• Extended health and dental benefits after probationary period.
• Paid vacation and holidays.
• Professional development and leadership growth opportunities.
• Supportive, team-oriented culture built on accountability and trust.

Work Schedule

• Full-time, Monday to Friday, in-office at TruFinity’s Kelowna headquarters.
• Participation in weekly leadership and departmental meetings.
• Flexibility during month-end, budgeting, and fiscal year-end cycles.

Why TruFinityAt TruFinity, we’re redefining what premium service looks like — not just in the field, but behind the scenes. Our operations are built on efficiency, accountability, and care for both our customers and our team.

Joining TruFinity means becoming part of a company that’s scaling fast, investing in people, and committed to doing things right the first time. As the Accounting & Finance Manager, your work directly supports every department, ensuring our company grows with integrity, structure, and purpose.

Here, your ideas are heard, your systems make a difference, and your role truly matters.How to ApplySubmit your resume and a brief cover letter to careers@trufinity.ca Include “Accounting & Finance Manager – Kelowna” in the subject line.

Job Types: Full-time, Permanent

Pay: $65,000.00-$75,000.00 per year

Benefits:

• Casual dress
• Company events
• Dental care
• Extended health care
• Life insurance
• On-site gym
• On-site parking
• RRSP match
• Vision care

Work Location: In person