Operations & Accounting Specialist (CAS / Advisory Support)

Job Title: Operations & Accounting Specialist (CAS / Advisory Support)

Location: Markham, Ontario (In-Office / Hybrid)

Type: Full-Time (Monday – Friday, 9:00 AM – 5:00 PM)

About Optimal Accounting

Optimal Accounting is a high-growth, specialized Financial Operations & Fractional CFO practice headquartered in Markham, Ontario. We serve mid-market General Contractors and commercial construction enterprises across Canada and the United States ($15M to $100M+ revenue). Unlike traditional CPA tax shops, we act as our clients' complete internal finance department - combining high-level executive CFO advisory with a modern, tech-driven global execution engine.

The Opportunity

We are seeking an enthusiastic, highly organized, and tech-forward Operations & Accounting Specialist to join our Markham team. In this role, you will serve as a vital operational engine: supporting our Canadian Account Managers/CFOs, liaising with our global delivery teams, and ensuring daily financial workflows for our enterprise construction clients run seamlessly. This position offers rapid career progression for a ambitious professional looking to move beyond traditional bookkeeping and develop into a Fractional Controller or Construction Advisory Consultant.

Key Responsibilities

Core Accounting Execution & Oversight:

• Accounts Payable & Compliance: Oversee digital invoice processing via automation platforms, manage approval workflows, prepare AP aging reports, and review subcontractor lien waivers/pay-apps.
• Accounts Receivable: Prepare billing packages, manage invoicing, and perform AR aging analysis for high-volume commercial projects.
• Payroll & Time Tracking: Reconcile field employee time entries, handle payroll postings, and assist with job-cost allocations.
• Banking & Reconciliations: Perform bank and credit card entries, reconciliations, and routine month-end GL postings.

Global Hub & Workflow Coordination:

• Support onshore Account Managers by coordinating daily task flow and quality-checking deliverables from our offshore execution hub.
• Act as a reliable operational bridge between client requests, Canadian CFO leads, and back-office processors.

Client Engagement & Advisory Support:

• Serve as a professional, responsive point of contact for daily client accounting inquiries.
• Assist in preparing monthly financial packages, WIP (Work in Progress) schedules, and ad-hoc analytical reports.

Qualifications & Skills

• Education: College Advanced Diploma or Bachelor’s Degree in Accounting, Finance, or Business Administration.
• Experience: 1–3 years of hands-on experience in full-cycle bookkeeping, AP/AR, or accounting support (construction industry experience is a major asset).
• Tech Savvy: Comfortable leveraging modern cloud platforms and advanced accounting software.
• Experience or willingness to master enterprise ERPs like Jonas Premier, as well as QuickBooks Online, Dext, and Wagepoint.
• Strong proficiency in Microsoft Excel (VLOOKUPs, pivot tables, data management).
• Communication & Professionalism: Excellent written and verbal English communication skills; comfortable speaking directly with business owners, vendors, and internal team members.
• Detail & Process-Oriented: Exceptional organizational skills with the ability to manage competing priorities in a fast-paced environment.

What We Offer

• Clear Career Growth: Direct line of sight to advance into an Assistant Controller or Advisory Consulting role as the firm continues its North American expansion.
• Enterprise Exposure: Hands-on training on enterprise-grade construction ERP systems (Jonas Premier) and high-level CFO advisory frameworks.
• Collaborative Culture: A close-knit, supportive team environment where your work directly impacts company growth and team sanity.