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Senior Manager, Finance

2 days ago

Kelowna, British Columbia, Canada Summit Full time

About Summit
Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values—
*Sustainability, Ownership, Transparency, and Impact*
—we move fast, support one another, and raise the bar for industry standards.

Summit is a team of empowered and high-performing 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.

About The Role
The Senior Manager, Finance is an experienced, hands-on role designed for an individual who has seen how "great" looks at scale, and you're excited to implement those best practices in a more nimble, high-impact environment. As the Senior Finance Manager, you'll run Summit's finance engine independently and calmly as we look to double our business growth in 2026, and beyond.

You will own Summit's day-to-day finance and accounting operations while supporting leadership with accurate reporting, analysis, and insight. This is a foundational, structural, and permanent hire intended to strengthen Summit for the long term as we scale.

While you'll provide critical continuity during a maternity leave, you'll be the person the leadership team relies on to understand our business and drive our strategy forward. Once you've mastered the finance engine, you'll become the operational backbone of the department, empowering the Head of Finance to focus on high-level strategy while you own the core execution.

Key Responsibilities

  • Accounting & Month-End Close: Own the monthly close process end-to-end, including reconciling all balance sheet accounts and validating P&L, balance sheet, and cash flow statements.
  • Cash & Trust Management: Manage accounts payable, oversee trust-to-operating account transfers, and monitor cash balances, burn rate, and runway.
  • Payroll & People: Own payroll operations in Rippling, support employee benefits and PTO, and handle year-end deliverables like T4s and remittances.
  • Tax & Regulatory Reporting: Prepare and remit GST and provincial RST filings, ensure tax account reconciliation, and manage RIBO and other regulatory reporting.
  • Financial Reporting & Analysis: Produce monthly leadership and investor reporting, maintain forecasts and scenario models, and analyze revenue and headcount efficiency.
  • Audit & Year-End: Lead the year-end close and audit preparation, liaising directly with external auditors to finalize financials.
  • Team Support & Continuity: Support and manage the Finance Coordinator while acting as the senior finance lead during the Head of Finance's maternity leave.

Skills & Qualifications

  • Experience: 5+ years of experience in senior accounting, finance, or controllership role, ideally within a scaling business.
  • Designation: CPA designation is strongly preferred.
  • Technical Proficiency: Deep experience with month-end close, payroll, multi-province tax remittances, and audit preparation.
  • Independence: Comfortable operating independently and acting as a "player-coach" within a fast-paced environment.
  • Soft Skills: Detail-oriented, highly accountable, and remains calm under pressure.
  • Communication: Ability to partner closely with leadership and provide clarity through financial data

*Perks We Offer at Summit*

  • Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team.
  • Modern Workspace: Work from our brand-new, state-of-the-art offices in downtown Kelowna and Winnipeg. Enjoy a flexible hybrid model designed to support collaboration, focus, and balance.
  • Technology-Driven Culture: Work with cutting-edge tools and custom built technology to get time back in your day. Laptops & equipment provided to all staff.
  • Comprehensive Benefits: Access to flexible health, mental health, dental plans tailored to your lifestyle, and competitive vacation and personal day allotments.
  • Supportive Team: Participate in daily team huddles and collaborative events as part of a values-driven culture.

*Our Values
At Summit, Our Values Guide Everything We Do*

  • Transparency: We build trust through open and honest communication.
  • Sustainability: We create lasting solutions for our team, partnerships, and communities.
  • Ownership: We take accountability for our actions, celebrate victories, and learn from mistakes.
  • Impact: We think big and aim to make a difference in everything we do, both in business and for social good.

If you're ready to take the next step in your career and help build a new-age commercial insurance brokerage, we want to hear from you.

OTE: $90,000 - $120,000

Summit is an inclusive employer that celebrates diversity. We encourage applications from all qualified candidates and are committed to providing accommodations during the hiring process. While we thank all applicants for their interest, only those selected for an interview will be contacted.
*Join us in building the commercial brokerage of the future*