Financial Data Analyst

4 weeks ago

Cambridge, Ontario, Canada Cowan Insurance Group Full time
Key Responsibilities:

- Analyze and assess data reported by Insurance Carriers and compare internal records to identify discrepancies, addressing them by collaborating with the Brokerage Service team to ensure accuracy.
- Perform daily operations related to accounts receivable, reviewing client accounts and following up for timely collection.
- Complete and file Retail Sales Taxes monthly in a timely manner.
- Remit Net Premium payments to Insurance Carriers and Sub-Broker Commission payments to external Insurance Broker partners.
- Develop an understanding of other team members' tasks to provide backup during peak times.

Requirements:

- Completed post-secondary education in Accounting or Finance.
- Previous accounting experience.
- Strong knowledge of Microsoft Office, particularly Excel.
- Excellent written and oral communication skills.
- Good organizational, time management, and prioritizing skills.
- Ability to work with company personnel at various levels and as part of a team.

About Us:

Cowan Insurance Group is a proudly independent and Canadian-owned company, a true market leader in the insurance industry since 1927. We offer a range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions. Our award-winning client-centric approach emphasizes innovation, excellence, and collaboration. We provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.

What Sets Us Apart:

- We value integrity, which drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.
- We challenge our thinking, valuing passion, drive, and creativity. The pace is fast, but the work is meaningful, interesting, and complex, just the way you like it.
- We believe in growth, providing learning opportunities and mentoring to help you develop your expertise.

Benefits and Perks:

- Competitive salary.
- Comprehensive benefits plan on day one, with no waiting period.
- Company-matched Retirement Savings Plan.
- Company-paid training and development courses.
- Community involvement.
- Hybrid work environment.

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