Job Description

Location: Edmonton, Alberta (Address)



Reports to: Director, Finance and IT



Department: Finance



Direct Reports: 3





Formations Inc. is a privately owned wholesale distributor and manufacturer of non-structural wood products and accessories, serving the woodworking community, designers, and architects. With operations in distribution and door manufacturing, Formations is recognized for its commitment to quality, reliability, and exceptional customer service.



We are seeking a Controller who combines strong technical accounting expertise with the ability to lead, collaborate, and adapt in an evolving organization that's building greater structure and process discipline. This role is ideal for a CPA who brings strong technical accounting expertise and sound operational judgment. Reporting to the Director, Finance, this role ensures accurate financial reporting, compliance, and process discipline across the organization.



The Controller plays a key role in enabling the business, providing operations and sales teams with financial insight, data accuracy, and reporting tools they need to effectively sell our products, manage margins, and strengthen our brand.



This is a hands-on leadership opportunity for a finance professional who can work collaboratively across departments, guide a small Finance team, and help build the structure and systems that will support Formations' continued growth.

What You'll Be Doing:

Oversee the day-to-day financial operations of Formations, including accounts payable, accounts receivable, payroll, banking, tax filings, and financial analysis. Lead, coach, and develop a team of three (AP, AR, and Financial Analyst), fostering collaboration, accountability, and accuracy. Review and approve payroll, ensuring accuracy, compliance, and timely processing. Oversee payables for the corporation, including invoice review, verification, coding, and preparation for supplier payments in accordance with company policy and internal controls. Manage deposits, banking, and reconciliations, maintaining accurate cash positions and ensuring all transactions are properly recorded. Oversee GST/PST payments, reconciliations, and tax filings, ensuring timely submission and compliance with CRA and provincial requirements. Manage month-end and year-end close processes, ensuring accurate, timely financial reporting in accordance with GAAP. Prepare and review financial statements, budgets, forecasts, and variance analyses for management review. Coordinate with external auditors and support the preparation of audit materials and year-end documentation. Partner with the Director, Finance to maintain reporting schedules, develop financial plans, and drive improvements in reporting processes. Provide operations and sales teams with accurate, actionable financial information to support pricing, margin management, and business decisions. Collaborate with IT, Operations, and other departments to enhance the utilization and effectiveness of Microsoft Dynamics 365 Business Central across the organization. Continuously develop ERP expertise to identify opportunities for process improvement, stronger data integrity, and better decision-making. Support the development of dashboards and reports that monitor key financial and operational metrics. Oversee banking, tax payments, and debt covenant reporting to maintain compliance and support liquidity management. Identify and implement process and system improvements that enhance accuracy, efficiency, and internal controls. Contribute to annual budgeting and assist in preparing shareholder and management reports. Stay current on accounting standards, regulations, and best practices to ensure compliance and continuous improvement.

In an Average Week, You Might...

Kick off Monday by reviewing last week's financial results - spotting trends, key variances, and where to focus for the week ahead. Meet with your Finance team to align priorities, discuss timelines for payables, and share any new process updates. Oversees payables for the corporation, including invoice review, verifications and preparation for payment to suppliers. Check in with your team members individually, removing roadblocks, or celebrating a job well done. You lead by example, setting high standards for accuracy and accountability while fostering growth and confidence in others. Partners with cross-functional teams to enhance the utilization and effectiveness of the ERP system across the organization. Join a touchpoint with the Director, Finance to share updates, review progress on key initiatives, and collaborate on upcoming projects or reporting improvements. Wrap up Friday by closing outstanding items, and planning ahead - staying two steps ahead so your team and the business are set up for success.

What You Bring:

CPA designation and post-secondary education in Business, Commerce, or Accounting. 5+ years of progressive experience in finance, accounting, or financial reporting in a B2B or manufacturing environment. Strong knowledge of financial reporting standards, budgeting, forecasting, and internal controls. Experience with ERP systems (Microsoft Dynamics 365 Business Central preferred) and reporting tools (Power BI, or similar). Demonstrated ability to work independently and take ownership of deliverables. Regulated, pragmatic, and solutions-oriented - focused on business impact and continuous improvement while maintaining accuracy and compliance. Collaborative mindset, able to influence and work effectively with multiple teams and personalities across the organization. High attention to detail paired with the ability to maintain oversight of broader objectives.

Bonus Points:

Experience in distribution, manufacturing, or building materials industries. Prior experience implementing or optimizing ERP systems and financial dashboards.




You embody

Formations'

core values in how you work:

Accountability

- You show up ready to deliver, take ownership of your results, and follow through on commitments. You approach challenges with tenacity, learn from experience, and set a high standard for reliability and performance.

Communication

- You listen actively, ask questions, and promote open dialogue that builds trust and supports collaboration across teams.

Innovation

- You show resourcefulness by finding creative, practical, and efficient ways to improve work processes, enhance safety, and deliver quality.

Respect

- You treat others with fairness, empathy, and professionalism. You contribute to a safe, inclusive workplace where everyone feels heard and valued, recognizing that respect builds the foundation of our culture and reflects strong citizenship.

Team

- You support others through challenges, celebrate collective success, and put the team's progress ahead of individual gain.

Why Join Us:

Work from our new, modern office located on 124 Street in downtown Edmonton, featuring heated underground parking, an on-site gym, and flexible start times to support work-life balance. Be part of a forward-thinking company committed to growth and knowledge sharing. Access opportunities for professional growth and advancement within the organization. Receive a competitive compensation package with eligibility for the Short-Term Incentive Plan (STIP). Enjoy 100% company-sponsored health and dental benefits and access to an Employee Assistance Program (EAP). Experience recognition programs that celebrate team loyalty, demonstration of core values, and contributions to success. Benefit from a flexible benefits program tailored to your needs, including: + Health Spending Account (HSA)
+ Personal Spending Account (PSA)
+ RRSP contribution

As part of our selection process, shortlisted candidates will be invited to complete a TRAITS Assessment. Participation in this assessment is mandatory to be considered for the role. We look forward to reviewing your application!



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