Job Summary
We are seeking a detail-oriented accounting professional to oversee the financial operations and regulatory compliance of a growing insurance brokerage.
This role is ideal for someone who enjoys full-cycle accounting responsibilities-from daily reconciliations to high-level financial analysis and trust reporting. The successful candidate will help ensure financial operations remain accurate, compliant, and efficient.
Key Responsibilities
1. Financial Reporting & Analysis
Manage all accounting operational functions, including general ledger maintenance, month-end close processes, and trial balance reviews
Prepare monthly financial reporting packages with variance analysis for management
Handle accruals, amortization entries, and account reclassifications
Perform profit and loss analysis, including revenue stream reviews and broker commission adjustments
2. Regulatory & Trust Compliance
Ensure compliance with trust account regulations and provincial reporting requirements
Prepare and maintain required regulatory forms and documentation
Coordinate filings related to payroll taxes and employer health taxes
Lead the year-end audit process and act as the primary contact for regulatory and tax-related inquiries
3. Operational Accounting & Payroll
Oversee payroll processing, including commission calculations and year-end tax slips
Perform bank reconciliations and manage liability accounts
Monitor cash flow forecasting to maintain operational liquidity
Manage capital asset accounting and review financial components of vendor/service agreements
4. Systems & Training
Serve as the internal expert for accounting workflows within brokerage management systems
Train and support team members on accounting procedures and financial best practices
Collaborate with leadership to improve collection procedures and reduce bad debt exposure
Qualifications
Experience: 5+ years in a full-cycle accounting role, preferably within insurance, brokerage, or financial services environments
Education: Degree or diploma in Accounting or Finance; CPA designation or progress toward completion is considered an asset
Technical Skills: Strong proficiency in accounting software and advanced Excel skills required
Knowledge: Understanding of trust accounting principles and regulatory compliance requirements is highly preferred
Attributes: Strong analytical skills, attention to detail, integrity, and the ability to communicate financial information effectively to non-financial stakeholders
#CASYN
