Job Title: Financial Analyst
Location: 500 Hwy 7 E, Richmond Hill, ON L4B 1J1
Employment Type: Full-time / Permanent
Salary: 55k - 65k
Reason for Vacancy: Immediate opening to fill an existing vacancy.
Who we are:
Established in 2008, My Insurance Broker is a proud family-owned and Canadian-operated brokerage. As one of Ontario's fastest-growing online brokerages, we have forged strong partnerships with Canada's leading insurance companies. With multiple offices across Southern Ontario and a dedicated support center in Richmond Hill, we are committed to delivering superior pricing, comprehensive coverage, and exceptional service to our clients.
About the role:
We are seeking a Financial Analyst to support the finance and operations team by performing detailed financial and operational reconciliations. The ideal candidate will have strong analytical and accounting skills, a keen eye for detail, and experience with insurance brokerage or insurance accounting. This role will primarily focus on maintaining accuracy across financial records, ensuring compliance, and supporting reporting functions
What you’ll be doing:
- Financial Reconciliations: Perform regular reconciliations including Carrier, Trust account, Commission, and Bank reconciliations, as well as Direct bill/agency bill balancing.
- Reporting Support: Assist in financial reporting functions, ensuring all data is accurate, complete, and timely.
- Investigation & Analysis: Proactively investigate discrepancies, identify financial trends, and propose solutions to optimize internal processes.
- Cross-Functional Collaboration: Work closely with internal teams to ensure strict compliance with accounting standards and company policies.
- Audit Readiness: Maintain precise records and documentation for internal audits and regulatory purposes.
- Ad-Hoc Support: Assist with financial analysis, forecasting, and operational reporting as required by the management team.
What we need you to bring:
- Minimum College or University level Degree in Accounting, Finance, or a related field.
- 2–5 years of experience in financial analysis, accounting, or insurance brokerage finance.
- Strong knowledge of accounting principles and financial reconciliation processes.
- Advanced proficiency in Microsoft Excel (formulas, pivot tables, and data analysis).
- Exceptional attention to detail coupled with strong problem-solving abilities.
- Effective written and verbal communication skills for collaborating across departments.
- Experience with insurance brokerage systems (Applied EPIC or similar) is considered a strong asset.
My Insurance Broker is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs.
Your application will be reviewed by a member of our recruitment team who will carefully assess your qualifications - never AI. We thank all candidates for their interest, however, only those selected for an interview will be contacted.
