Finance Coordinator (fractional)

About Us

We’re not your typical HR and Employment Law Consulting Firm.  We’ve got the smarts when it comes to our craft and 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 established over 40 years ago, is a boutique, full-service insurance brokerage.  They partner with many major, financially strong insurers allowing them to bring their clients a breadth of coverage options at competitive prices.  Driven by their values of integrity, accountability, trust, and honesty, they provide a work environment of recognition and collaboration.

The Finance Coordinator plays a crucial role in ensuring smooth financial operations within the company.  This position involves managing day-to-day financial tasks.  The Finance Coordinator collaborates with various departments to streamline financial processes and resolve discrepancies, while also maintaining compliance with financial regulations and company policies. 

What you’ll be doing:

WB

-       Record all transactions in Epic

-       Prepare monthly financials

-       Work with auditors on GL transactions

WIBL

-       Recording all transactions in Epic (not done already by staf) – 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

WAL, WRL, WRHL

-       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

What You Bring: 

• 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 

We Offer: 

• A competitive salary
• Participation in the company, year-end holiday bonus
• 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. 

While we appreciate all applications, only those who most closely match the position requirements will be contacted for an interview. This competition will remain open until a suitable candidate is found.