Finance Assistant

1 week ago

Ottawa, Canada Gifford Carr Insurance Group Full time

**ABOUT GIFFORD CARR INSURANCE GROUP**

Our story dates to 1948. Delivering personal and business insurance solutions to our clients for over 70 years, Gifford Carr Insurance Group is built on a community-oriented foundation. An independent insurance brokerage licensed across Canada with offices located across Ontario, we are free from the constraints and self-interests of a large corporation. We have access to countless policies and plans, nationwide. We work for you.

We are dedicated to connecting with the right insurance partners to ensure our clients are protected. Our relationships with all the insurance partners ensure we can find the best coverage to protect you, our clients. As we continue to grow to support our local communities, our priorities remain the same - protecting what matters to you.

With over 70 years of experience, our knowledge and wisdom in the insurance industry sets us apart. We work to find the best solutions, and the best coverage available, for our clients. Trust us with what matters most. At Gifford Carr, we are on your team.

**JOB SUMMARY**

**CORE RESPONSIBILITIES**
- Accounts Receivable_
- Perform daily operations relating to accounts receivable, including receiving, verifying, and recording various forms of incoming payments
- Prepare and analyze monthly aging report
- Following up on outstanding receivables and maintaining aging of accounts at agreeable and predetermined levels
- Analyze customer accounts by identifying and addressing necessary discrepancies.
- Proactively following up on outstanding aged receivables to correct issues attributing to account delinquencies
- Work with finance counterparts to address inquiries from customers (policy holders and insurance partners)
- Commissions_
- Prepare and distribute producer commission reports at outlined intervals
- Work with producers to ensure accuracy of commissions at a transactional level
- Perform reconciliation and calculation of commission amount
- Prepare, research, and create commission schedule that is aligned with business need
- Cash Management_
- Back up to cash receipts, deposits, and other daily transactions
- Assist in monthly cashflow information for cashflow analysis and updating cash flow statement and projection
- Other Duties_
- Back up for Account Payable
- Manage expense reimbursement process
- Other finance special projects

**QUALIFICATIONS & EXPERIENCE**
- University Degree or College Diploma with an Accounting focus or equivalent education and experience
- Knowledge of accounting principles and 1-3 years of experience related to accounting procedures and financial reporting
- Proficient in MS Office suite (Word, PowerPoint) with Intermediate level or greater Excel skills
- Strong analytical skills with attention to detail and a proactive approach to problem-solving
- Excellent organizational, time management, and teamwork approach
- Exceptional communications skills, both verbal and written
- Exposure to insurance industry and previous experience with Applied Epic is an asset but not required

Pay: $50,000.00-$55,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match

Work Location: In person

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