Finance Coordinator

The Mason Group - Strategic Search Partners; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

An independent insurance brokerage in Toronto is seeking an experienced accounting professional to join their finance team. This mid-senior level role involves processing payments, reconciling bank activities, and managing accounts receivable. The ideal candidate will have a diploma or degree in accounting or finance, 3-4 years of relevant experience, and strong analytical skills. This is a full-time position within a values-driven environment that emphasizes transparency and personalized service.

Qualifications

• 3-4+ years experience in accounting and finance.
• Experience in the insurance industry would be an asset.
• CPA is an asset.

Responsibilities

• Process incoming payments from clients and finance companies.
• Reconcile daily bank activity.
• Manage accounts receivable and collections.
• Assist with month end closing.

Skills

Analytical abilities

Attention to detail

Team player

Independent work

Advanced Excel skills

Education

Post secondary diploma or degree in accounting/finance/business administration

Job description

Overview

Our client is a rapidly growing independent insurance brokerage known for its transparency, personalized service, and smart, tailored coverage solutions. They combine the agility of a boutique firm with the resources of a larger player, offering a unique opportunity to join a finance team that's deeply involved in strategic decision-making, not just number-crunching. If you're looking to grow your career in a dynamic, values-driven environment where your insights directly impact the company's future, this is the team to join.

Responsibilities

• Receive and Process incoming payments from Clients, Insurance & Finance Companies. (Cash, Cheques, Credit Cards, E-transfers and Online Bank Payments and EFTs)
• Reconciliation and recording the daily bank activity
• Assist with Applied Pay (CC payments in EPIC)
• Manage return payments and follow up for replacement
• Banking when needed
• Process and Manage outside Financing (First Insurance Funding)
• Manage Agency Bill Accounts Receivable and follow-up
• Maintain and Manage accounts with Collection Agency
• Process Client Refunds and Direct Bill Advances
• Processing of Vendor Payables and Employee Expenses
• Reconciliation of Direct Bill Commissions
• Amex and Mastercard monthly reconciliations
• Assist with month end closing
• Other duties as assigned

Requirements

• A post secondary diploma or degree from a recognized institution in the field of accounting and finance or business administration
• Team player and the ability to work independently
• Strong analytical abilities and attention to detail to ensure accuracy and follow-through on discrepancies
• Minimum 3-4+ years experience in accounting and finance
• Computer proficiency with advanced knowledge in Excel
• Experience in the Insurance Industry would be an asset
• CPA is an asset

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting / Auditing
• Industries : Insurance