Controller, Finance Operations and Transformation
About the role
About the Role
The Controller, Finance Transformation reports to the Modernization Program Lead and Finance Leadership. The role is responsible for leading the Finance workstream within the Block Centre project. This role serves as the primary liaison between Finance, Technology, external implementation partners, and business stakeholders to ensure finance requirements, processes, reporting needs, and integrations are effectively defined, configured, tested, and implemented. The role provides senior level finance subject matter expertise and leadership to guide solution design, assess options, provide recommendations, and support key project and business decisions. Working closely with Finance leadership and the Finance Project Manager, the Controller helps drive successful delivery of a future-state solution that supports operational effectiveness, data integrity, financial controls, and strategic business objectives. This position also coordinates user acceptance testing, change readiness, risk identification, dependency management, and process improvement opportunities to support successful adoption across Finance and related business functions. In addition to project responsibilities, the role provides leadership and hands-on support for ongoing Finance initiatives and day to day operational activities as required, ensuring continuity and effective use of finance expertise throughout the project lifecycle. This is a 18 to 24 month contract with a possibility of extension and/or permanency.
Required Qualifications
Leads the finance workstream for the finance systems modernization, including planning, requirements validation, solution design input, configuration support, testing, cutover readiness, and post-implementation stabilization. Provides recommendations based on finance and business experience to support project decisions and successful outcomes. Collaborates with Finance, Technology, project teams, vendors, and cross-functional stakeholders to translate business needs into clear functional requirements and solution decisions. Partners closely with Finance leadership and other key stakeholders, to provide leadership, facilitate decision-making, and help ensure successful delivery of project objectives. Documents current state and future-state finance processes, identifies gaps, and recommends practical improvements aligned with project objectives, operational requirements, and internal control standards. Supports application configuration, workflow design, approval routing, master data requirements, reporting needs, and integrations impacting finance processes. Coordinates and participates in system testing, user acceptance testing, defect triage, issue resolution, and sign-off activities for finance-related functionality. Ensures finance data, controls, reconciliations, and reporting outputs are considered throughout design, testing, migration, and deployment activities. Prepares and maintains project documentation, including process maps, test scripts, decision logs, training materials, standard operating procedures, and support documentation. Partners with change management and business leaders to support training, communications, user readiness, and adoption of the new finance application capabilities. Monitors project risks, dependencies, and action items related to the finance workstream and escalates issues as appropriate. Provides leadership and hands-on support for ongoing Finance department priorities and operational activities as required, balancing project responsibilities with business needs. Responsible for the day to day accounting and may also provide oversight or support for Procurement, leveraging practical operational engagement to inform and strengthen the build of Block Centre accounting. Supports benefits realization by tracking expected process improvements, adoption outcomes, and operational impacts following implementation.
Key Qualifications
Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field and 10+ years of progressive experience in finance operations, finance systems, business transformation, project implementation, or a related discipline, with at least 5+ years in a leadership role including experience leading initiatives and providing business recommendations to senior stakeholders. Experience supporting finance application implementations, ERP/financial systems, workflow tools, reporting platforms, or enterprise transformation projects is required. CPA, PMP, CBAP, or other relevant finance, project management, or business analysis designation is an asset. Experience with financial controls, data migration, systems testing, process documentation, and change readiness is an asset. Experience with Microsoft Dynamics Business Central is an asset. Expert proficiency in Microsoft Excel, Word, PowerPoint, Outlook, and related collaboration/project management tools.
Preferred Qualifications
Strong understanding of accounting processes, reconciliations, approvals, controls, reporting, and month end activities. Demonstrated ability to bridge Finance and Technology requirements and communicate effectively with both business and technical stakeholders. Strong analytical, problem-solving, documentation, and process-mapping skills with keen attention to detail. Ability to lead workshops, facilitate decisions, manage competing priorities, and drive deliverables in a fast paced project environment. Demonstrated leadership capability with the ability to influence decisions, provide sound recommendations, and build alignment among stakeholders in a complex transformational environment. Excellent verbal and written English communication skills. French communication skills an asset. Strong stakeholder management skills and ability to build effective working relationships across departments, vendors, and project teams. Results focused approach with sound judgement, ownership, and ability to escalate risks and issues appropriately.
Why work for us
For over 60 years, H&R Block has prepared taxes for millions of Canadians annually. Headquartered in Calgary, Alberta, we serve taxpayers in more than 1,000+ offices, through our upload from home service, and online with our DIY tax software. Our dedicated team of Tax Experts use the latest in electronic processing and filing technology to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental and estate. Becoming an H&R Block Associate it is an opportunity to grow with the strongest brand in the tax preparation industry. We are looking for people who want to provide help and inspire confidence in our clients and communities. We know that the ability to deliver outstanding client service starts with having the best talent on our team, and if you want to be part of our success story then we want to hear from you!
Not the right fit? Search for Controller, Finance Operations and Transformation jobs in Calgary, Alberta, Canada
About H&R Block Canada
We’re Canada’s leading tax preparation firm for over 60 years – delivering value to Canadians by our expertise and knowledge in handling all tax situations and by our commitment to making Canadian’s tax filing experience the best it can be.
Our dedicated team of Tax Experts are trained through our highly regarded H&R Block Tax Academy®. Through in-depth training, our experts are well equipped to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental, and estate.
We continuously evolve to meet our clients' ever-changing needs through our digital products, in-office experience, and knowledgeable Tax Experts. We know taxes, and we apply that expertise to peoples' lives to offer them the best solutions – allowing us the ability to serve our clients anywhere, anyway, anytime.
Our Canadian headquarters are located in Calgary, Alberta, and we serve taxpayers in nearly 1,000 offices across the country, both in person and virtually. Of those offices over 300 are owned and operated by our community of Franchise Owners.
Beyond providing tax filing services to our clients, we work hard to support our communities through not-for-profit initiatives, including providing free filing services to Canadians in need through our Returning Hope Program.
Working at Block. Our success begins with our talented Associates. We know that the ability to deliver outstanding client service and products starts with having the best talent on our team! At H&R Block Canada we’ve built a culture of recognizing our Associates and celebrating the many talents our diverse teams have to offer. Working at Block is an opportunity to grow with the strongest brand in the tax preparation industry and build a rewarding career.
Similar Jobs
Controller, Finance Operations and Transformation
About the role
About the Role
The Controller, Finance Transformation reports to the Modernization Program Lead and Finance Leadership. The role is responsible for leading the Finance workstream within the Block Centre project. This role serves as the primary liaison between Finance, Technology, external implementation partners, and business stakeholders to ensure finance requirements, processes, reporting needs, and integrations are effectively defined, configured, tested, and implemented. The role provides senior level finance subject matter expertise and leadership to guide solution design, assess options, provide recommendations, and support key project and business decisions. Working closely with Finance leadership and the Finance Project Manager, the Controller helps drive successful delivery of a future-state solution that supports operational effectiveness, data integrity, financial controls, and strategic business objectives. This position also coordinates user acceptance testing, change readiness, risk identification, dependency management, and process improvement opportunities to support successful adoption across Finance and related business functions. In addition to project responsibilities, the role provides leadership and hands-on support for ongoing Finance initiatives and day to day operational activities as required, ensuring continuity and effective use of finance expertise throughout the project lifecycle. This is a 18 to 24 month contract with a possibility of extension and/or permanency.
Required Qualifications
Leads the finance workstream for the finance systems modernization, including planning, requirements validation, solution design input, configuration support, testing, cutover readiness, and post-implementation stabilization. Provides recommendations based on finance and business experience to support project decisions and successful outcomes. Collaborates with Finance, Technology, project teams, vendors, and cross-functional stakeholders to translate business needs into clear functional requirements and solution decisions. Partners closely with Finance leadership and other key stakeholders, to provide leadership, facilitate decision-making, and help ensure successful delivery of project objectives. Documents current state and future-state finance processes, identifies gaps, and recommends practical improvements aligned with project objectives, operational requirements, and internal control standards. Supports application configuration, workflow design, approval routing, master data requirements, reporting needs, and integrations impacting finance processes. Coordinates and participates in system testing, user acceptance testing, defect triage, issue resolution, and sign-off activities for finance-related functionality. Ensures finance data, controls, reconciliations, and reporting outputs are considered throughout design, testing, migration, and deployment activities. Prepares and maintains project documentation, including process maps, test scripts, decision logs, training materials, standard operating procedures, and support documentation. Partners with change management and business leaders to support training, communications, user readiness, and adoption of the new finance application capabilities. Monitors project risks, dependencies, and action items related to the finance workstream and escalates issues as appropriate. Provides leadership and hands-on support for ongoing Finance department priorities and operational activities as required, balancing project responsibilities with business needs. Responsible for the day to day accounting and may also provide oversight or support for Procurement, leveraging practical operational engagement to inform and strengthen the build of Block Centre accounting. Supports benefits realization by tracking expected process improvements, adoption outcomes, and operational impacts following implementation.
Key Qualifications
Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field and 10+ years of progressive experience in finance operations, finance systems, business transformation, project implementation, or a related discipline, with at least 5+ years in a leadership role including experience leading initiatives and providing business recommendations to senior stakeholders. Experience supporting finance application implementations, ERP/financial systems, workflow tools, reporting platforms, or enterprise transformation projects is required. CPA, PMP, CBAP, or other relevant finance, project management, or business analysis designation is an asset. Experience with financial controls, data migration, systems testing, process documentation, and change readiness is an asset. Experience with Microsoft Dynamics Business Central is an asset. Expert proficiency in Microsoft Excel, Word, PowerPoint, Outlook, and related collaboration/project management tools.
Preferred Qualifications
Strong understanding of accounting processes, reconciliations, approvals, controls, reporting, and month end activities. Demonstrated ability to bridge Finance and Technology requirements and communicate effectively with both business and technical stakeholders. Strong analytical, problem-solving, documentation, and process-mapping skills with keen attention to detail. Ability to lead workshops, facilitate decisions, manage competing priorities, and drive deliverables in a fast paced project environment. Demonstrated leadership capability with the ability to influence decisions, provide sound recommendations, and build alignment among stakeholders in a complex transformational environment. Excellent verbal and written English communication skills. French communication skills an asset. Strong stakeholder management skills and ability to build effective working relationships across departments, vendors, and project teams. Results focused approach with sound judgement, ownership, and ability to escalate risks and issues appropriately.
Why work for us
For over 60 years, H&R Block has prepared taxes for millions of Canadians annually. Headquartered in Calgary, Alberta, we serve taxpayers in more than 1,000+ offices, through our upload from home service, and online with our DIY tax software. Our dedicated team of Tax Experts use the latest in electronic processing and filing technology to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental and estate. Becoming an H&R Block Associate it is an opportunity to grow with the strongest brand in the tax preparation industry. We are looking for people who want to provide help and inspire confidence in our clients and communities. We know that the ability to deliver outstanding client service starts with having the best talent on our team, and if you want to be part of our success story then we want to hear from you!
Not the right fit? Search for Controller, Finance Operations and Transformation jobs in Calgary, Alberta, Canada
About H&R Block Canada
We’re Canada’s leading tax preparation firm for over 60 years – delivering value to Canadians by our expertise and knowledge in handling all tax situations and by our commitment to making Canadian’s tax filing experience the best it can be.
Our dedicated team of Tax Experts are trained through our highly regarded H&R Block Tax Academy®. Through in-depth training, our experts are well equipped to prepare all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental, and estate.
We continuously evolve to meet our clients' ever-changing needs through our digital products, in-office experience, and knowledgeable Tax Experts. We know taxes, and we apply that expertise to peoples' lives to offer them the best solutions – allowing us the ability to serve our clients anywhere, anyway, anytime.
Our Canadian headquarters are located in Calgary, Alberta, and we serve taxpayers in nearly 1,000 offices across the country, both in person and virtually. Of those offices over 300 are owned and operated by our community of Franchise Owners.
Beyond providing tax filing services to our clients, we work hard to support our communities through not-for-profit initiatives, including providing free filing services to Canadians in need through our Returning Hope Program.
Working at Block. Our success begins with our talented Associates. We know that the ability to deliver outstanding client service and products starts with having the best talent on our team! At H&R Block Canada we’ve built a culture of recognizing our Associates and celebrating the many talents our diverse teams have to offer. Working at Block is an opportunity to grow with the strongest brand in the tax preparation industry and build a rewarding career.