Finance Implementation and Support Consultant (Remote-Canada)

About the role

Join a team helping healthcare organizations improve financial operations through trusted software solutions. You'll work directly with clients, contribute to product enhancements, and support improvements in reporting, analytics, and business processes.

Responsibilities

• Client support, overall project management, implementation, client training, demonstration, program documentation, and product testing
• Communicate to clients when there are changes to the application, and occasionally regulatory and legislative updates
• Implement new customers from start to finish including but not limited to analyzing set up needs, testing, and training
• Provide ongoing customer support including troubleshooting issues and providing application training to new staff, including reporting training on an Excel-based application
• Prepare and keep up to date training documentation and update user guides when needed
• Assist with business development-related activities including the development of proposals, statements of work, and delivery of presentations
• Participate in project planning and implementation
• Develop a deep understanding of the functional / technical features of our applications and use this knowledge to address application-related issues and questions
• Troubleshoot software and implementation issues and provide workaround and functional implementation guidance as needed, completing support cases for clients with a quick turnaround via telephone, email, and/or ticketing system
• Use ticketing system to review tickets, prioritize ticket queue, update and resolve tickets with complete and accurate documentation in a timely and effective manner
• Diagnose and document software issues / bugs, perform the appropriate resolution, and work with other members of the technical support and software development teams to identify and resolve problems in a timely, efficient, and effective manner
• Design new product features alongside members of the software development team, including identifying opportunities to apply AI or automation to improve product functionality and support workflows
• Use AI-powered tools (e.g., generative AI assistants, AI-enabled reporting or analytics features) to accelerate documentation, ticket triage, data analysis, and client-facing communications where appropriate
• Perform other duties as required or assigned

Requirements

• CPA (Chartered Professional Accountant) designation
• Minimum 5 years of financial processing experience, understanding of business processes and reporting requirements
• Ability to handle client inquiries, requests, and complaints in an efficient, effective, and professional manner
• Proficiency with Microsoft Office, Excel-based reporting tools, report writing, and business applications
• Excellent troubleshooting and analytical problem-solving skills
• Experience using SQL or similar data modeling
• Practical experience using AI tools in a professional setting to support tasks such as data analysis, documentation, or client communication
• Comfort learning and adopting new AI-enabled features within enterprise or financial software applications
• Superior oral, written, and presentation skills are required
• Strong organizational and time management skills, with the ability to manage competing priorities and timelines
• Ability to work independently, as well as in a team environment

Qualifications

• Previous experience with finance systems, reporting, and workflows within the healthcare industry, including General Ledger, Accounts Payable, Accounts Receivable, and Asset Management
• ERP implementation or support experience
• Knowledge of financial reporting, analytics, and dashboard creation
• Exposure to AI-driven or predictive analytics for financial forecasting, anomaly detection, or automated reporting
• Familiarity with prompt engineering or configuring AI assistants to support internal documentation and client-facing knowledge bases
• Thorough understanding of software concepts, interfaces, and technology
• Experience with user acceptance testing

Skills

• Microsoft Office
• Excel-based reporting tools
• SQL or similar data modeling
• AI-powered tools (e.g., generative AI assistants, AI-enabled reporting or analytics features)
• User acceptance testing

Benefits

A comprehensive benefit package; lifestyle benefits; 3 weeks of paid vacation starting the first year; 5 days of personal leave per year; an RRSP program with employer participation; fully remote within Canada.

Pay

$80k-99k

Schedule

Full-time