Finance Coordinator

**About Summit**

Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving most of Canada.

Our mission is to create value through transparency and change the way people feel about insurance.

If you want to work with a commercial insurance brokerage that puts people first and values transparency, sustainability, ownership, and impact, then Summit is the right choice for your career path.

Summit is a team of empowered and driven individuals who live our core values every day. Being a part of Summit offers a chance for the right applicant to make a name for themselves, and help build Summit as a leader in the Canadian Commercial Insurance market.

As we grow, we’re looking for a **Finance Coordinator** to join our team and support the financial operations of Summit. This role is ideal for someone early in their finance or accounting career who is detail-oriented, organized, and eager to learn.

**Position Overview**:
As the **Finance Coordinator**, you will play a key role in ensuring the smooth operation of Summit’s finance team. You’ll assist with day-to-day financial activities, including bookkeeping, reconciliations, and reporting, while supporting the team in meeting key organizational goals.

**Key Responsibilities**:

- ** Financial Operations**: Assist with accounts payable and receivable, including invoice management, payment processing, and tracking receivables.
- ** Bookkeeping**: Maintain accurate and up-to-date financial records, including reconciliations of accounts and credit card transactions.
- ** Financial Reporting**: Prepare and deliver regular financial reports to support decision-making across the company.
- ** Budget Support**: Assist with preparing budgets and forecasts by gathering and organizing data from different teams.
- ** Compliance Support**: Help ensure adherence to financial policies and procedures and maintain documentation for audits or reviews.
- ** Team Collaboration**: Work closely with other departments to support financial processes and provide information as needed.

**Qualifications**:

- Diploma or degree in Finance, Accounting, Business Administration, or a related field.
- 1-2 years of experience in a finance, accounting, or bookkeeping role (internships or co-op experience welcome).
- Proficiency in financial software (experience with QuickBooks or similar tools is an asset).
- Strong G-Suite skills and ability to organize and analyze data.
- Attention to detail and accuracy in work.
- Excellent communication skills and the ability to collaborate effectively across teams.
- Self-motivated and eager to learn new skills.
- Familiarity with the insurance or financial services industry is an asset but not required.

**What Summit Offers You**:

- ** Career Growth**: An opportunity to develop your finance skills and gain experience in a dynamic, growing company.
- ** Flexible Work Environment**:

- ** Health & Well-being**: Comprehensive health benefits, including mental health support.
- ** Technology-Driven Culture**: Access to cutting-edge tools and technology to support your work.
- ** Supportive Team**: Join a culture of collaboration, daily huddles, and shared success.

**Compensation for this role is $45,000 - $55,000 annually, based on experience and qualifications.**

At Summit, our actions and decisions are guided by our core values: Transparency, Sustainability, Ownership, and Impact.

If you’re passionate about contributing to a growing, innovative company and building your career in finance, we’d love to hear from you. Summit is an equal opportunity employer that values diversity. We are committed to providing accommodations during the hiring process as needed.

While we thank all applicants for their interest, only those selected for an interview will be contacted.

Join us in shaping the future of commercial insurance in Canada
**The pay range for this role is**:
45,000 - 55,000 CAD per year(Canada)