Accounting Technician
Potentia Human Resources Inc.
- Kelowna, BC
- $27.00 per hour
- Permanent
- Full-time
- Process and record donations, including cheques, EFTs, credit card payments, and online contributions (e.g., CanadaHelps).
- Record in-kind donations and donor share transfers.
- Maintain accurate donation tracking to support tax receipting and CRA reporting requirements.
- Prepare bank deposits and perform regular bank reconciliations.
- Manage accounts payable, including vendor invoices, payments, and pre-authorized payments.
- Process expense claims and corporate credit card reconciliations.
- Post recurring journal entries, including investment activity (interest, dividends, fees) and capital asset depreciation.
- Process grant payments to charities and prepare accompanying correspondence.
- Prepare annual donor balance reports and supporting communications.
- Respond to donor inquiries and provide general support as required.
- Assist with semi-monthly payroll processing (Payworks) and annual T4 preparation.
- Support the annual audit process, including preparation of working papers and required documentation.
- Assist with data entry, document management, and digital filing.
- Support ongoing system enhancements, including COF’s use of Sage and transition to CommunitySuite.
- Maintain organized financial records, including archiving and records management.
- Investigate and resolve discrepancies in financial data.
- Strong understanding of full-cycle accounting.
- 3–5 years of progressive accounting experience preferred.
- Experience with accounting software such as Sage or QuickBooks.
- Proficiency with Microsoft 365 (Excel, Outlook, Word, Teams), with strong Excel skills.
- Experience with payroll systems (e.g., Payworks) is an asset.
- Familiarity with CommunitySuite (C-Suite) is an asset.
- Experience in the nonprofit or charitable sector is considered an asset.
- Strong attention to detail and accuracy.
- Excellent organizational and time management skills.
- Clear and professional written and verbal communication.
- Analytical thinking and problem-solving ability.
- Self-motivated, with the ability to work both independently and collaboratively.
- Adaptable, flexible, and comfortable managing competing priorities.
- Aligned with COF’s mission and community-focused work.