Financial Operations Specialist
2 weeks ago
About Us
We're a boutique HR and Employment Law Consulting Firm with over 40 years of experience. We offer a wide range of services to help businesses manage their workforce effectively and navigate the legal aspects of employment.
About Our Client
Our client is a full-service insurance brokerage that partners with major insurers to bring clients competitive coverage options. They value integrity, accountability, trust, and honesty in their work environment.
The Finance Coordinator plays a crucial role in ensuring smooth financial operations within the company. This position involves managing day-to-day financial tasks, collaborating with various departments to streamline financial processes, and resolving discrepancies while maintaining compliance with financial regulations and company policies.
Key Responsibilities:
- Record all transactions in Epic
- Prepare monthly financials
- Work with auditors on GL transactions
- Recording all transactions in Epic (not done already by staff) – misc income, etc.
- Update Budget, Loan, and RIBO excel reports
- Process AR – accounts current
- Follow up with insurers about discrepancies or issues
- Complete RIBO report for Jan and July filings
- Complete bank recons
- Monthly financial statements, close of month, send producers relevant reports. CBN quarterly reports
- Work with auditors for GL transactions
- Set up all bank transactions for approval
- Process income
- Produce month end reports
- Daily cash flow Monitoring / AccountTransfers
- Confirm / file RIBO position report
- Deposit cheques
- Process and record expenses
- Process Transactions for WAL, WRL, and WRHL
- Set up RST/Quebec/all other taxes (sask online-send cheque, Manitoba annual)
- Process expenses for WAL, WRL, and WRHL
Requirements:
- Must have 3+ years' experience
- Ability to work within a team
- Strong attention to detail; Ability to keep information confidential a must
- Strong analytical skills and proficiency in financial software are essential for success in this role
- Insurance industry experience a definite asset
Benefits:
- A competitive salary of approximately $60,000 - $80,000 per year
- Participation in the company's year-end holiday bonus
- An amazing benefits package including prescriptions, dental, vision, travel, etc.
- Opportunities for professional growth and development
- Company events
- A warm, welcoming, positive company culture
We are an equal opportunity employer committed to diversity and inclusion. We encourage applications from all qualified individuals regardless of race, colour, religion, sex, national origin, age, disability, or any other status protected by applicable law.
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