Finance Invoicing Lead

Purves Redmond Limited; Canada; Remote; CAD 70,000 - 90,000; Full time

Job summary

A Canadian insurance brokerage firm is seeking a Finance Invoicing Lead to oversee the invoicing function within the Finance team. You will manage billing activities, support accounting functions, and ensure high service standards. The ideal candidate has a bachelor's degree and at least 3 years of experience in the insurance industry, along with strong Excel skills and proficiency in Applied EPIC. Join a collaborative environment and grow your career with us.

Qualifications

• Minimum 3 years’ experience in the insurance brokerage industry.
• Solid understanding of accounting principles related to invoicing.
• Knowledge of commodity tax across Canadian provinces.

Responsibilities

• Oversee the invoicing function within the Finance team.
• Lead a small invoicing team responsible for handling the company’s book of business.
• Review team members’ work for accuracy and ensure proper data entry.

Skills

Applied EPIC proficiency

Advanced Excel skills

Attention to detail

Problem-solving skills

Education

Bachelor’s degree in business

Tools

Applied EPIC

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Purves Redmond Limited (PRL) is a Canadian, employee-owned insurance brokerage firm with over 65 years of experience. With offices in Toronto, Vancouver, Calgary, Saskatoon and Montreal, we specialize in insurance brokerage, risk management advisory, and employee benefits consulting. PRL is committed to delivering high-quality service, integrity, and innovative solutions to businesses across Canada.

Role

The Finance Invoicing Lead is responsible for overseeing the invoicing function within the Finance team. This role manages day-to-day billing activities, drives process improvement, supports accounting functions, and ensures a high standard of service to both internal and external stakeholders.

Key Accountabilities

Invoicing & Billing

• Process monthly billing of the Group Benefits and Retirement business unit revenue, ensuring accuracy against insurer statements
• Manage complex billings involving multiple carriers, engineering fees, and non-admitted insurers
• Troubleshoot ad-hoc billing issues using Applied EPIC and Microsoft Excel
• Leverage Applied EPIC functionality to improve efficiency and accuracy in billing processes
• Support year-end audit requests by preparing documentation related to billing and commission expenses
• Respond to invoice inquiries and ensure appropriate supporting documentation is maintained
• Assist with account reconciliations and prepare ad-hoc client documentation as needed
• Collaborate with internal brokers to resolve billing issues
• Perform other related duties as required
• Lead a small invoicing team responsible for handling the company’s book of business
• Review team members’ work for accuracy and ensure proper data entry in EPIC
• Train new team members on billing processes and Applied EPIC navigation
• Maintain a maximum three-day turnaround time for billing requests
• Ensure all revenue is entered into EPIC for month-end and report necessary accruals to the Head of Finance
• Provide coaching, feedback, and performance guidance to team members, including annual goal setting

Internal Communication & Collaboration

• Guide team members on effectively communicating accounting procedures to brokers
• Identify documentation errors and communicate requirements to brokers from an auditing perspective
• Highlight internal billing errors and inefficiencies, and propose solutions to Operations and Accounting teams
• Promote clear, professional communication between the invoicing team and internal stakeholders

Requirements

• Bachelor’s degree in business (preferred)
• Minimum 3 years’ experience in the insurance brokerage industry
• Solid understanding of accounting principles related to invoicing
• Experience with Applied EPIC or other broker management systems, highly preferred
• Advanced Excel skills (Pivot Tables, VLOOKUP, SUMIF, financial modelling, and data analysis)
• Intermediate proficiency in Microsoft Word and PowerPoint
• Knowledge of commodity tax as it applies to insurance across Canadian provinces
• Strong critical thinking and attention to detail
• Ability to manage multiple priorities and meet deadlines
• Excellent time management, organizational, and problem-solving skills
• Motivated, collaborative, and able to work independently

Apply Today

At Purves Redmond Limited, we value integrity, expertise, and a client-first mindset. As a truly independent, 100% employee-owned Canadian firm, we offer a collaborative environment where your contributions matter. If you are ready to grow your career with us, please submit your application using the form provided.