Manager, Financial Services
Top Benefits
About the role
**Position Closing Date: January 16, 2026
Number of Positions: One (1)** Type of Position : Leadership, Middle Management
Who is Redstone, and What’s Our Mission? Redstone is the largest Association Management Company in Canada. Our vibrant team provides administrative, financial, marketing, and event services for not-for-profit associations and corporate clients all over the world.
As a rapidly growing agency, we’re big on career growth and development, investing in our team to help them thrive. Here, you’ll take on real responsibility, tackle exciting challenges, and have the freedom to make a meaningful impact on our clients’ organizations. The scale and scope of what we do might just surprise you, and with the dynamic pace of change, we stay sharp, agile, and always open to new ideas. Sound like your kind of place? Keep reading… 🤞
Your Role in Our Journey As the Manager of Financial Services , you’ll play a pivotal role in delivering exceptional financial solutions and client experiences. Reporting to the Head of Client Services, you will lead teams responsible for financial operations, strategic financial planning, and client portfolio management. Your expertise will ensure accuracy, compliance, and efficiency across all financial processes while fostering strong client relationships. By driving innovation in financial services and guiding your team toward excellence, you’ll help shape Redstone’s reputation for trust, transparency, and impact. If you’re passionate about financial leadership, client success, and building lasting value, we’d love to meet you!
Your Role in Action: Oversight & Quality Control
- Review work accuracy: Ensure all bookkeeping entries, reconciliations, and reports are correct and compliant with accounting standards.
- Spot-check client files: Regularly audit a sample of client accounts to maintain consistency.
- Monthly client reviews: Review and approve monthly financial statements before sent to clients.
- Implement controls: Establish procedures to reduce errors and prevent fraud.
- Support & guidance: Act as the go-to person for resolving technical or client-related issues.
- Point of escalation: Handle client concerns that bookkeepers cannot resolve.
Team Management
- Workload distribution: Support the assigning of clients fairly across bookkeepers, balancing complexity and volume.
- Performance monitoring: Track productivity, deadlines, and quality of work for each team member.
- Training & development: Provide ongoing education on accounting software, tax rules, and best practices.
- Support & guidance: Act as the go-to person for resolving technical or client-related issues.
Client Relationship Management
- Point of escalation: Handle client concerns that staff accountants cannot resolve.
- Maintain service standards: Ensure timely delivery of reports, reconciliations, and filings.
- Client onboarding: Oversee setup of new accounts and ensure smooth transitions.
Process & Systems Improvement
- Standardize workflows: Create templates, checklists, and procedures to streamline bookkeeping tasks.
- Software optimization: Ensure the team uses accounting tools (QuickBooks, float, etc.) efficiently.
- Reporting improvements: Develop dashboards or summaries for internal and client use.
- Continuous improvement: Identify bottlenecks and implement process enhancements.
Strategic & Administrative Duties
- Budget oversight: Monitor costs related to bookkeeping operations.
- Compliance management: Ensure adherence to tax laws, payroll regulations, and financial reporting standards.
- Collaboration with leadership: Report team performance and client satisfaction to senior management.
You’ll Thrive in this Role if:
- Strong financial planning capabilities, adhere to strict deadlines, and can work under pressure.
- Feel confident presenting clear and accurate financial information to multiple board of directors and committees, answering questions when they arise.
- Lead, mentor and motivate your team to achieve performance targets, foster collaboration, and maintain high engagement.
Serious Bonus Points if:
- You have your CPA designation or are a CPA candidate.
- You have experience working with professional or trade associations, member-based organizations, or the not-for-profit sector
- You have prior experience with association management companies or marketing agencies
- Proficiencies in other bookkeeping software.
Compensation Expectations for the Role: We believe in fair, transparent, and growth-focused compensation. Our salary bands are designed to ensure equity across roles (and internally), with most new hires starting at the lower end to allow room for development and progression. That said, we recognize and reward experience – strong, seasoned candidates may start higher within the band.
Starting Salary: $90,000 - $109,800
Benefits include:
- Health, drug, dental, and vision benefits.
- Employer-paid life insurance.
- Paid sick days, personal days, and wellness days.
- Paid time off between Christmas and New Year’s.
Redstone Life and Culture: At Redstone, our culture is built on trust, collaboration, and growth. We empower our team to take ownership of their work, develop their skills, and contribute meaningfully to client success.
We value innovation and connection—fostering an inclusive, professional environment where every voice is heard, and every idea is welcomed. Our “Core Four” values—People, Trust, Impact, and Extra Mile—guide how we work, grow, and deliver excellence for our clients.
Why choose us?
- Flexible working hours
- Hybrid work environment with expectation of 1-2 days in-office per week
- Opportunities for professional development through conferences, workshops, and certifications
- Opportunities to travel for client events and activations.
- Team initiatives and company events that encourage collaboration and engagement
Be yourself. We like it that way: At Redstone, we are committed to creating an inclusive, equitable, and accessible workplace where everyone feels valued and supported. We believe that diversity, equity, inclusion, and belonging strengthen both our culture and the work we deliver for clients.
We actively seek to build a team that reflects the diverse communities we serve. If you require accommodations at any stage of the hiring process, please let us know—we are happy to assist.
About Redstone Agency Inc.
At Redstone Agency Inc. we manage events and associations, professionally, strategically, and globally. Our mission is to drive growth in our clients’ organizations and make a positive impact in the communities they serve. How?
We identify and address areas of untapped potential in operations and management practices. We develop strong partnerships and integrate seamlessly with your team to set the strategic direction of your organization. We combine industry-leading methods and processes with an unparalleled team of professionals so your organization can thrive.
Your success is critical to ours.
Everything we do stems from our ‘core four’ values; they provide the foundation for what we do, how we do it, and most importantly, why we do it.
IMPACT - Producing results that make a positive IMPACT on our team, for our clients, and in their communities is what drives us everyday.
TRUST - Establishing and maintaining TRUST between our team members, our clients, and our partners allows us to work together efficiently to achieve big goals.
EXTRA MILE - Going the EXTRA MILE means we always surpass expectations – anticipating needs in advance, rejecting what is ‘simply acceptable’, and striving for ‘the best possible’.
PEOPLE - Being appreciative and respectful of all the PEOPLE we work with makes for stronger relationships and better results.
We’re establishing The Redstone Way within the industry and believe that we are on to something really great. If you embody our ‘core four’ values and want to get in on the ground floor to contribute to truly meaningful work, we want to hear from you.
Follow us on Twitter and Instagram: @RedstoneAgency Send us an email at hello[at]redstoneagency.ca
Manager, Financial Services
Top Benefits
About the role
**Position Closing Date: January 16, 2026
Number of Positions: One (1)** Type of Position : Leadership, Middle Management
Who is Redstone, and What’s Our Mission? Redstone is the largest Association Management Company in Canada. Our vibrant team provides administrative, financial, marketing, and event services for not-for-profit associations and corporate clients all over the world.
As a rapidly growing agency, we’re big on career growth and development, investing in our team to help them thrive. Here, you’ll take on real responsibility, tackle exciting challenges, and have the freedom to make a meaningful impact on our clients’ organizations. The scale and scope of what we do might just surprise you, and with the dynamic pace of change, we stay sharp, agile, and always open to new ideas. Sound like your kind of place? Keep reading… 🤞
Your Role in Our Journey As the Manager of Financial Services , you’ll play a pivotal role in delivering exceptional financial solutions and client experiences. Reporting to the Head of Client Services, you will lead teams responsible for financial operations, strategic financial planning, and client portfolio management. Your expertise will ensure accuracy, compliance, and efficiency across all financial processes while fostering strong client relationships. By driving innovation in financial services and guiding your team toward excellence, you’ll help shape Redstone’s reputation for trust, transparency, and impact. If you’re passionate about financial leadership, client success, and building lasting value, we’d love to meet you!
Your Role in Action: Oversight & Quality Control
- Review work accuracy: Ensure all bookkeeping entries, reconciliations, and reports are correct and compliant with accounting standards.
- Spot-check client files: Regularly audit a sample of client accounts to maintain consistency.
- Monthly client reviews: Review and approve monthly financial statements before sent to clients.
- Implement controls: Establish procedures to reduce errors and prevent fraud.
- Support & guidance: Act as the go-to person for resolving technical or client-related issues.
- Point of escalation: Handle client concerns that bookkeepers cannot resolve.
Team Management
- Workload distribution: Support the assigning of clients fairly across bookkeepers, balancing complexity and volume.
- Performance monitoring: Track productivity, deadlines, and quality of work for each team member.
- Training & development: Provide ongoing education on accounting software, tax rules, and best practices.
- Support & guidance: Act as the go-to person for resolving technical or client-related issues.
Client Relationship Management
- Point of escalation: Handle client concerns that staff accountants cannot resolve.
- Maintain service standards: Ensure timely delivery of reports, reconciliations, and filings.
- Client onboarding: Oversee setup of new accounts and ensure smooth transitions.
Process & Systems Improvement
- Standardize workflows: Create templates, checklists, and procedures to streamline bookkeeping tasks.
- Software optimization: Ensure the team uses accounting tools (QuickBooks, float, etc.) efficiently.
- Reporting improvements: Develop dashboards or summaries for internal and client use.
- Continuous improvement: Identify bottlenecks and implement process enhancements.
Strategic & Administrative Duties
- Budget oversight: Monitor costs related to bookkeeping operations.
- Compliance management: Ensure adherence to tax laws, payroll regulations, and financial reporting standards.
- Collaboration with leadership: Report team performance and client satisfaction to senior management.
You’ll Thrive in this Role if:
- Strong financial planning capabilities, adhere to strict deadlines, and can work under pressure.
- Feel confident presenting clear and accurate financial information to multiple board of directors and committees, answering questions when they arise.
- Lead, mentor and motivate your team to achieve performance targets, foster collaboration, and maintain high engagement.
Serious Bonus Points if:
- You have your CPA designation or are a CPA candidate.
- You have experience working with professional or trade associations, member-based organizations, or the not-for-profit sector
- You have prior experience with association management companies or marketing agencies
- Proficiencies in other bookkeeping software.
Compensation Expectations for the Role: We believe in fair, transparent, and growth-focused compensation. Our salary bands are designed to ensure equity across roles (and internally), with most new hires starting at the lower end to allow room for development and progression. That said, we recognize and reward experience – strong, seasoned candidates may start higher within the band.
Starting Salary: $90,000 - $109,800
Benefits include:
- Health, drug, dental, and vision benefits.
- Employer-paid life insurance.
- Paid sick days, personal days, and wellness days.
- Paid time off between Christmas and New Year’s.
Redstone Life and Culture: At Redstone, our culture is built on trust, collaboration, and growth. We empower our team to take ownership of their work, develop their skills, and contribute meaningfully to client success.
We value innovation and connection—fostering an inclusive, professional environment where every voice is heard, and every idea is welcomed. Our “Core Four” values—People, Trust, Impact, and Extra Mile—guide how we work, grow, and deliver excellence for our clients.
Why choose us?
- Flexible working hours
- Hybrid work environment with expectation of 1-2 days in-office per week
- Opportunities for professional development through conferences, workshops, and certifications
- Opportunities to travel for client events and activations.
- Team initiatives and company events that encourage collaboration and engagement
Be yourself. We like it that way: At Redstone, we are committed to creating an inclusive, equitable, and accessible workplace where everyone feels valued and supported. We believe that diversity, equity, inclusion, and belonging strengthen both our culture and the work we deliver for clients.
We actively seek to build a team that reflects the diverse communities we serve. If you require accommodations at any stage of the hiring process, please let us know—we are happy to assist.
About Redstone Agency Inc.
At Redstone Agency Inc. we manage events and associations, professionally, strategically, and globally. Our mission is to drive growth in our clients’ organizations and make a positive impact in the communities they serve. How?
We identify and address areas of untapped potential in operations and management practices. We develop strong partnerships and integrate seamlessly with your team to set the strategic direction of your organization. We combine industry-leading methods and processes with an unparalleled team of professionals so your organization can thrive.
Your success is critical to ours.
Everything we do stems from our ‘core four’ values; they provide the foundation for what we do, how we do it, and most importantly, why we do it.
IMPACT - Producing results that make a positive IMPACT on our team, for our clients, and in their communities is what drives us everyday.
TRUST - Establishing and maintaining TRUST between our team members, our clients, and our partners allows us to work together efficiently to achieve big goals.
EXTRA MILE - Going the EXTRA MILE means we always surpass expectations – anticipating needs in advance, rejecting what is ‘simply acceptable’, and striving for ‘the best possible’.
PEOPLE - Being appreciative and respectful of all the PEOPLE we work with makes for stronger relationships and better results.
We’re establishing The Redstone Way within the industry and believe that we are on to something really great. If you embody our ‘core four’ values and want to get in on the ground floor to contribute to truly meaningful work, we want to hear from you.
Follow us on Twitter and Instagram: @RedstoneAgency Send us an email at hello[at]redstoneagency.ca