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Team Lead, Finance & Client Success

The Alberta Municipal Health and Safety Association (AMHSA), established in 1990 is an educational non‑profit organization that promotes the knowledge of health, safety, and environment in the workplace.

Our Vision: To be the recognized leader of municipal health, safety, and environment (HSE) excellence and an innovative provider of prevention, education, and business solutions.

Our Mission: To guide municipal employers and workers in implementing effective HSE management systems, data-driven prevention campaigns, and to support the effective transfer of knowledge through classroom, virtual instructor led, and self-paced learning.

Our Mandate: To provide meaningful health, safety, and environmental training and education programs to our members in a cost-effective manner.

Our Values: Integrity, Trust, Accountability, Openness, Results Driven

LOCATION: Calgary, AB or Sherwood Park, AB

THE OPPORTUNITY

AMHSA is seeking a highly motivated and dynamic individual to join our team. As the Team Lead, Finance and Client Success, you will be responsible for leading AMHSA’s customer service team and providing oversight of daily financial transactions.

The ideal candidate leads by example, embodying AMHSA’s organizational values and culture. They possess clear and effective communication skills, enabling them to interact seamlessly with colleagues, external stakeholders, and senior leadership. They are adept at managing multiple projects while adhering to tight deadlines and can prepare and communicate complex financial data to senior leadership. They excel in managing conflict, resolving disputes, and communicating with sensitivity and empathy.

You will report cross-functionally to the Director of Corporate Services (Finance function) and the Director of Learning & Assurance (Client Success function).

ROLE AND RESPONSIBILITIES

In this position you will set the day-to-day objectives for the team and ensures that AMHSA’s policies, practices and procedures are understood and followed. This hybrid position can be based at either our Calgary or Sherwood Park, AB location.

Client Success: You will manage the customer service team, ensuring they adhere to company guidelines and Service Level Agreements (SLA) related to quality of service.

Finance: You will oversee daily financial transactions such as accounts payable/receivable, general ledger, bank reconciliations, tax audits, pension and benefits administration, and payroll. Additionally, you will prepare budget reports, manage month-end and year-end closing, and compile detailed financial reports and forecasts for AMHSA leadership.

YOUR QUALIFICATIONS & EXPERIENCE

• A bachelor’s degree in business or equivalent education and experience.

• Minimum of five years of experience in customer service, accounting, bookkeeping, payroll services, financial planning, and budgeting.

• Experience providing supervision and mentorship to junior team members in managing financial transactions such as accounts payable and accounts receivable.

• Solid understanding of customer service policies and procedures, collecting data, and preparing reports on customer service metrics, challenges, and support services.

• Comprehensive understanding of payroll programs, bookkeeping and accounting principles.

• Excellent written and verbal communication skills.

• Proficient in MS Office Software Suite and related accounting software.

HOW TO APPLY

Candidates are encouraged to send a resume and brief cover letter to [email protected]. Please state the job title in your subject line. We thank all applicants, however only those individuals selected for an interview will be contacted. No phone inquiries or agencies please.

Job Types: Full-time, Permanent

Pay: $85,000.00-$127,500.00 per year

Benefits:

• Company events
• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• Paid time off
• Vision care
• Wellness program
• Work from home