Finance Coordinator

The Mason Group; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

An independent insurance brokerage in Toronto is seeking a finance professional to join their dynamic team. The role involves processing payments, reconciling bank activities, and managing accounts receivable. Candidates should have a background in finance/accounting with a minimum of 3-4 years of experience. Join a values-driven environment where your contributions significantly impact the company’s future.

Qualifications

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

Responsibilities

• Receive and process incoming payments from clients.
• Reconciliation and recording of daily bank activity.
• Manage Agency Bill Accounts Receivable and follow-up.

Skills

Analytical abilities

Attention to details

Team player

Independence

Education

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

Tools

Excel

Job description

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

TMGMS

Qualifications

• 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 details to ensure accuracy and follow through on discrepancies
• Minimum 3-4+ years experience in accounting and finance
• Computer proficiency with advance knowledge in Excel
• Experience in the Insurance Industry would be an asset
• CPA is an asset