Associate, Financial Accounting - Acera Benefits

Acera Insurance; Burlington; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading insurance brokerage in Canada is seeking an Associate, Financial Accounting to join their finance team. The role focuses on data entry, reconciliations, and revenue recording, requiring advanced Excel skills and the ability to work under tight deadlines. Ideal candidates will have 2+ years of experience with accounting software. Competitive compensation offered with a total salary range of CAD 50,000 - 60,000 annually.

Benefits

Employee ownership opportunities

Outstanding workplace culture

Diversity in the workplace

Qualifications

• 2+ years of experience with CRMs and accounting software.
• Strong background in reconciliations, revenue recording, and commission statement generation.
• Proficient in data entry with accuracy and efficiency.
• Experience with Salesforce and Epic is a plus.
• Ability to manage deadlines and work under pressure.
• Strong attention to detail, organizational skills, and independence.

Responsibilities

• Perform data entry, monthly/quarterly reconciliations, and variance analysis.
• Generate and process commission statements in Salesforce.
• Liaise with insurance carriers for commission-related data.
• Produce monthly and ad-hoc financial reports using Excel.
• Assist with month-end closing processes.

Skills

Data entry

Reconciliations

Revenue recording

Commission statements generation

Advanced Excel skills

Salesforce experience

Epic experience

Attention to detail

Communication skills

Teamwork abilities

Education

Accounting education preferred

Tools

CRM software

Accounting software

Job description

Associate, Financial Accounting - Acera Benefits

Oct 17, 2025 Location :

Kelowna, British Columbia, CA

We put our people first. As an employer of choice, Acera Benefits offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.

Our people are :

• Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
• Empowered with a sense of accountability and autonomy to take ownership of their work.
• Treated with respect and act with integrity by putting clients, colleagues, and community first.
• Recognized for their achievements and celebrate festivities, big and small, to make work fun.

As a specialty division of Acera Insurance, we also proudly offer most employees the opportunity to become owners. With over 650 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.

Join our award-winning network of over 1,200 professionals across Canada and change the way people feel about insurance.

ASSOCIATE, FINANCIAL ACCOUNTING | ACERA BENEFITS

We’re looking for a detail-oriented Associate, Financial Accountingto join our finance team. This role involves data entry, reconciliations, revenue recording, and generating commission statements. Experience with Salesforce and Epic is a plus. The ideal candidate should have advanced Excel skills, work well under tight deadlines, and handle monthly and ad-hoc reporting. If you're passionate about numbers and thrive in a fast-paced environment, we want to hear from you!

LOCATION AND STATUS

Status : Full-time, permanent

Location : Kelowna, Hardy (In office)

Pay Range : Acera’s total compensation offerings are based on pay for performance that recognizes exceptional individual, and company performance. The typical hiring range for this position is from $50,000 - $60,000 CAD annually; the pay offering is based on location and will vary depending on related experience, proven knowledge, skills, and internal equity.

KEY RESPONSIBILITIES :

• Perform data entry, monthly / quarterly reconciliations, and variance analysis to ensure accuracy.
• Generate and process commission statements in Salesforce based on performance metrics.
• Liaise with insurance carriers for commission-related data.
• Collaborate with teams to resolve discrepancies and ensure accurate financial transactions.
• Produce monthly and ad-hoc financial reports using Excel for data analysis.
• Assist with month-end closing processes.
• Maintain accurate records for auditing purposes.
• Ensure deadlines for reporting and ad-hoc requests are met.
• Use CRM and accounting software to track and report financial data.

QUALIFICATIONS :

• 2+ years of experience with CRMs and accounting software.
• Strong background in reconciliations, revenue recording, and commission statement generation.
• Proficient in data entry with accuracy and efficiency.
• Advanced Excel skills (complex formulas, pivot tables, data visualizations).
• Experience with Salesforce and Epic is a plus.
• Ability to manage deadlines and work under pressure.
• Strong attention to detail, organizational skills, and independence.
• Excellent communication and teamwork abilities.
• Accounting education preferred.

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 60 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.