CPB Monthly Services Lead
/ORGANIZATION:
Chickadee Nonprofit Solutions
DEADLINE:
Dec. 31, 2025
ORGANIZATION DESCRIPTION:
Chickadee Nonprofit Solutions (www.chickadeenonprofit.ca) is a small-but-mighty bookkeeping and consulting firm founded in 2020 by Nat Marshik, CPB, CNAP. That last acronym stands for Certified Nonprofit Accounting Professional — and yes, we love nonprofits! We work with arts, environment, and social services organizations across British Columbia and Canada. Our goal is to empower nonprofit teams with high-quality reports and make finance friendly.
Chickadee was recognized in 2024 as the New Firm of the Year by CPB Canada for our innovative approach to nonprofit and charity services.
Our close-knit team of ten works virtually and asynchronously, collaborating through ClickUp task management and regular online meetings. The virtual environment allows for daily support, helpful feedback, and a shared love of 🐦 puns.
Our mission is to build smart, scalable financial systems to empower nonprofit teams with reports, education, and insight. We aim to disrupt outdated processes and serve small to mid-sized nonprofits across Canada with passion and integrity. Our values include nerdiness, empathy, solidarity, abundance, and impact. 🥳
WEBSITE:
http://chickadeenonprofit.ca
JOB DESCRIPTION:
The CPB Monthly Services Lead is responsible for delivering core bookkeeping and reporting services to nonprofit clients after their first year of project work. This role ensures the quality of monthly service deliveries, provides guidance to technician bookkeepers, manages assigned client files, and serves as the main contact for finance reviews and client queries.
This position is ideal for someone passionate about supporting nonprofit leaders through approachable and empowering financial consulting. You enjoy systems, processes, and precision but also excel at clear, friendly communication.
Applicants should be experienced bookkeepers or nonprofit operations managers ready to deepen their financial expertise. Chickadee provides comprehensive training and flexibility for the right candidate. Please note this is not a CPA-track role; CPB certification is required by month three.
RESPONSIBILITIES:
Deliver full-cycle bookkeeping, reconciliation, reporting, and client communication for ongoing nonprofit clients.
Prepare year-end files and liaise with CPAs or Treasurers.
Supervise technician bookkeepers and handle task management for assigned files.
Manage monthly planning, service tracking, and communication for invoicing.
Prepare and submit compliance filings (e.g., GST Rebate, T3010, Worksafe).
Lead or delegate payroll processing for clients as needed.
Host monthly client finance review and technical calls.
Maintain high-quality SOPs, spreadsheets, and bookkeeping standards.
Collaborate with team Leads and the Controller on complex files.
Support add-on projects such as budgets, forecasts, and accounting design.
Participate in staff development and knowledge-sharing across the team.
QUALIFICATIONS:
Certified Professional Bookkeeper (CPB) with CPB Canada (by month three).
Certificate or diploma from a bookkeeping program.
Advanced Excel and Google Sheets skills (formulas, pivot tables, data validation).
Proficiency with Google Drive and G Suite applications.
Strong bookkeeping expertise including multi-entity tracking, allocations, and payroll.
Ability to teach, mentor, and conduct file reviews with technician bookkeepers.
Strong client communication and advisory skills (Controller 1 & 2 level).
Commitment to continuous learning and team collaboration.
HOW TO APPLY:
Applications are reviewed on a rolling basis, with the first round beginning Oct. 15, 2025, and an anticipated start date of Nov. 30, 2025.
Submit a cover letter (explaining what draws you to this role and which company value resonates most), your resume/CV in PDF format, a typing test certificate from typingtest.com, and complete the Nonprofit Bookkeeper Skills Assessment at this link.
You may upload your documents at the end of the assessment or email them to careers@chickadeenonprofit.ca. Only complete applications will be reviewed.
REMUNERATION:
$33.66 per hour
