Finance Administrator

3 weeks ago

Welland, Canada Billyard Insurance Group Inc Full time

**Finance Administrator**:
hybrid

38 East Main Street, Welland, Ontario, Canada, L3B 3W3

full-time. May 8, 2024

Description

Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our dedication to excellence has earned us prestigious recognition, including being featured on Insurance Business Canada's esteemed Top Brokerages list for the past three years and securing a spot as one of Canada's Top Growing Companies in the renowned Globe and Mail's Report on Business. At Billyard Insurance Group, our mission is clear: to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.

Under the direction of the Controller, the Finance Administrator supports the day-to-day operations of the Finance Department. This role involves full cycle accounting functions in compliance with federal and provincial standards, responding to BIG Support tickets, handling monthly commissions, and maintaining records for the BIG Group of Companies. Additional responsibilities include administering accounts payable and receivable, producing monthly accounting reports, generating accurate monthly remittances, assisting with audit working papers, and ensuring timely invoicing.

**What does the Finance Administrator do?**
- Monitor & respond to commission related inquiries & tickets through Billing & Commissions’
- Operate_ Quickbooks_ to record, store, & analyze financial information
- Assist with the preparation, analyses, & payment commissions to branches & head office staff
- Retrieve, input, investigate, & reconcile data into commissions software
- Send payments to Vendors - ensuring payments are prepared & sent in a timely manner
- Prepare & post receipts, deposits, invoices, & refunds
- Review & process reimbursements
- Act as primary bookkeeper for the group of holding companies - tasks include reconciling bank accounts, recording transactions in Quickbooks, preparing financial statement reports, etc.
- Code, total, batch, enter, verify, & reconcile transactions such as accounts payable, cheques, invoices, bank statements, & commission statements
- Calculate, prepare, & issue documents related to clients, partners, and vendors, such as bills, invoices, commissions reports, account statements & other financial statements
- Respond to internal instant messages & phone communications in a timely manner
- Comply with federal & provincial accounting principles & standards (i.e., ASPE, ASNPO, etc.)
- Maintain positive, approachable, and trusting relationships with team members & other colleagues
- Demonstrate excellent customer service when interacting with all vendors & BIG employees

**Does this sound like you?**
- Knowledge of accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data
- Knowledge of ASPE** **outlines rules, standards, & principles that companies must follow when making financial statements
- Knowledge of office and administrative procedures/systems such as managing files and records, designing forms, and transcription
- Knowledge of Personal Information Protection and Electronic Documents Act (PIPEDA) and how it applies to collecting, using and disclosing personal information
- Ability to effectively use computer software (i.e., Microsoft Office Suite with emphasis on demonstrating a proficiency in Excel, Power Broker, Applied, Market Portals) to create and manage spreadsheets, reports, documents, databases, filing systems, calendars, correspondence, and video conferencing
- Ability to effectively use _Quickbooks _software
- Excellent interpersonal & communication (written and oral) skills
- Strong attention to detail
- Excellent critical thinking & problem solving skills

**Qualifications**
- Post-secondary education in Accounting, Bookkeeping, Finance, or related field required
- 0-2 years of proven experience in finance, accounting, and/or bookkeeping
- Strong computer skills, adaptable to multiple software platforms. Practical experience with accounting software (QuickBooks) & spreadsheets (MS Excel)
- Experience working in the Insurance Industry is an asset

**What We Offer**
- Opportunity to work for Canada’s fastest organically growing insurance brokerage
- People-focused company culture
- Comprehensive benefits including medical, vision, dental, and Employee Assistance Program (EAP)
- 3 weeks’ vacation in year 1, 4 weeks in year 2
- Birthday day off
- Hybrid work from home / in-office environment
- Retirement savings programs, with company-matched RRSP contributions

**Our Commitment to Diversity, Inclusion and Belonging**

Billyard Insurance Group is committed to building a transpa

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