Planning and Reporting Clerk at Canadian Mental Health Association Toronto Branch – North York, Ontario

Planning and Reporting Clerk – Finance (Full Time Permanent)

The Role and OpportunityThe Canadian Mental Health Association – Toronto is seeking a Planning and Reporting Clerk to join our Finance team. This role plays a key part in supporting the organization’s financial planning, budgeting, and reporting activities.

The Planning and Reporting Clerk will be responsible for collecting and validating financial data, preparing financial and performance reports, maintaining finance-related records and tools, and supporting financial monitoring processes to ensure accurate tracking of budgets, resources, and organizational performance.

Hiring Salary Range: $63,879 – $69,994

Hours of Work: 35 per week

About CMHA Toronto

CMHA Toronto is the city’s leading community mental health agency. We provide accessible, quality care for Toronto residents through programs, research and advocacy that create belonging and hope. At CMHA Toronto, we take a client-first, recovery-oriented approach to supporting people and their families when they experience mental health challenges or live with mental illness. By integrating health and social care, we provide services that aid in long-term wellness including housing, employment, community connections and so much more. Our goal? Help everyone thrive in the community.

Key Responsibilities

Collect, analyze, and maintain financial planning, budgeting, and performance data to support organizational and program-level decision-making in a non-profit environmentPrepare regular and ad hoc financial and operational reports (monthly, quarterly, and annual) for internal management and funder reportingSupport annual budgeting, forecasting, and multi-year planning processesMaintain and update financial databases, spreadsheets, and reporting tools to ensure accuracy, consistency, and compliance with organizational standardsDevelop and maintain reporting templates, schedules, and tracking tools to support program, grant, and funder reporting requirementsCoordinate and consolidate financial information from programs and departments, working collaboratively with managers to clarify variances and reporting requirementsSupport planning and leadership meetings by preparing notes, summaries, and presentation materialsMonitor planning and reporting timelines, proactively following up on outstanding submissions Ensure financial and performance reports are complete, accurate, and submitted in accordance with internal policies, and reporting deadlinesOrganize and maintain financial planning and reporting documentation in line with record retention, audit, and compliance requirementsHandle sensitive financial, program, and funding information with professionalism and in accordance with confidentiality and privacy standardsExperience & Education Required CMHA Toronto’s ideal candidate will have:

Degree in Finance, Accounting, Business Administration, or related field Chartered Professional Accountant (CPA), or working towardsMinimum of four (4) years financial experienceExperience working in the not-for-profit sector is preferable with a strong interest in health care or related field.Demonstrated experience in identifying and implementing continuous improvement initiatives.Sound knowledge in fund accounting principles and Ministry of Health reporting requirements considered an assetAdvanced Excel skills with working knowledge of ERP, P2P, payroll and other databases/systemsDemonstrated strengths in organization, problem solving, and analytical thinking, with strong communication and collaboration skills enabling effective independent and cross-functional workWhy Choose CMHA Toronto? If you care about mental illness and mental health and you have the right skills, then CMHA Toronto may be the place for you. We have a positive and fair workplace culture, where staff are provided with opportunities for learning and advancement.

Our benefits include:

Health Care of Ontario Pension Plan (HOOPP), a predictable, secure monthly income upon retirement Comprehensive Group Health Insurance – Health, Dental, Vision, Paramedicals Short-term and Long-term Disability programs and life insurance to protect your income upon illness or injury Work-life balance and flexibility – to ensure you have time for the things that matter to you Annual Professional Development Funding for career learning and advancement Work with like-minded, passionate individuals and make an impact on mental health service delivery Build genuine and authentic connections, with colleagues and clients, with the goal of making a difference

CMHA Toronto is an award-winning workplace committed to fostering a culture of collaboration, empathy, and accountability. Our staff value the flexibility in work schedules, the emphasis on work-life balance, and the organization's commitment to continuous learning through training and development opportunities. Many employees highlight the strong sense of community and support that make CMHA Toronto feel like more than just a workplace—it feels like a family.

As an equity-informed employer, CMHA Toronto reflects the diversity of the communities we serve and is committed to fostering an inclusive and equitable workplace. We encourage applications from equity-deserving candidates, including Black, Indigenous, and racialized individuals, people with disabilities, 2SLGBTQ+ individuals, and women. We recognize and honour the intersectionality of equity-based identities. Personal experience with mental health challenges, whether firsthand or through a loved one, is considered an asset. If you are contacted regarding a job opportunity, please inform us before the interview if you require an accommodation.

To be eligible for this role candidates will be required to adhere to our COVID-19 policy and provide proof of vaccination.

CMHA Toronto thanks all applicants for their interest, however, only those selected for an interview will be contacted.

Important Disclosure:

We do not use artificial intelligence (AI) to screen, assess, or select applicants at any stage of the hiring process.

This posting is for a new vacancy.

CMHA Toronto thanks all applicants for their interest, however, only those selected for an interview will be contacted.