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Optimal Accounting

Operations & Accounting Specialist (CAS / Advisory Support)

Markham, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 9, 2026
Experience: Experience: 1–3 years of hands-on experience in full-cycle bookkeeping, AP/AR, or accounting support (construction industry experience is a major asset).
Posting language: English
Posted: Nov 9, 2026

Original job description

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.

Apply About employer

More about this job

Responsibilities

Manage and oversee accounting workflows for construction clients, including invoice processing, billing, payroll and time tracking, reconciliations, and month-end postings. Coordinate work between Canadian account managers, clients, and the offshore delivery team, while supporting financial packages, WIP schedules, and analytical reporting.

Requirements

Requires a college advanced diploma or bachelor’s degree in accounting, finance, or business administration, plus 1–3 years of hands-on bookkeeping or accounting support experience. Candidates should be proficient in Excel, comfortable with cloud accounting platforms and ERPs, highly organized, and able to communicate professionally in English; construction experience is an asset.

Skills

Full-Cycle Bookkeeping
Accounts Payable
Accounts Receivable
Payroll Reconciliation
Job-Cost Allocation
Bank Reconciliation
Month-End Accounting
Microsoft Excel
VLOOKUPs
Pivot Tables
QuickBooks Online
Jonas Premier
Dext
Wagepoint
Workflow Coordination
Client Communication

Visa sponsorship

Not detected in the job text

Keywords

Construction Accounting
Financial Operations
Fractional CFO
Accounts Payable
Accounts Receivable
Invoice Processing
Approval Workflows
AP Aging
Subcontractor Lien Waivers
Pay Applications
Billing Packages
AR Aging
Payroll
Time Tracking
Job-Cost Allocation
Bank Reconciliation
Credit Card Reconciliation
General Ledger
Month-End Close
Offshore Delivery
Quality Control
Financial Packages
Work in Progress Schedules
Jonas Premier
QuickBooks Online
Dext
Wagepoint
Microsoft Excel
VLOOKUP
Pivot Tables

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