Finance Manager

Able Insurance Brokers Ltd.; Mississauga; On-site; CAD 80,000 - 100,000; Full time

Job summary

A dynamic insurance brokerage in Peel Region, Canada is seeking a Finance Manager to oversee financial operations and reporting. The ideal candidate will have a Bachelor's degree in finance or accounting, a CPA designation, and 3+ years of relevant experience, particularly in the insurance sector. Strong analytical and communication skills are essential for this role, which offers a collaborative work environment and a commitment to inclusivity.

Qualifications

• 3+ years of progressive finance/accounting experience, preferably in insurance or financial services.
• Solid knowledge of insurance brokerage financial operations, including commissions and premium financing.
• Ability to work independently and collaboratively.

Responsibilities

• Oversee day-to-day financial operations and general ledger management.
• Prepare financial statements and reports monthly, quarterly, and annually.
• Lead annual budgeting process and ongoing forecasting activities.

Skills

Analytical skills

Organizational skills

Communication skills

Proficiency with accounting software

Strong Excel skills

Education

Bachelor's degree in accounting, Finance, or related field

CPA designation

Tools

Accounting software

Job description

Able Insurance is a fast-growing full-service insurance brokerage. Our company’s strength is derived from the diversity and vast array of experience brought amongst our employees and brokers. Providing our clients with valued service and products starts with having a passionate and collaborative group at the core of our business.

Job Summary

The Finance Manager will oversee all financial operations, including accounting, budgeting, forecasting, financial reporting, regulatory compliance, and financial planning. This role is critical in driving strategic decision-making, optimizing financial performance, and ensuring the fiscal health of the brokerage.

Key Responsibilities

• Oversee day-to-day financial operations, including accounts payable/receivable, payroll, and general ledger management.
• Prepare monthly, quarterly, and annual financial statements and reports.
• Develop and maintain financial controls and processes to ensure compliance and accuracy.
• Lead the annual budgeting process and ongoing forecasting activities.
• Monitor budget vs. actual performance and provide variance analysis with actionable insights.
• Support the executive team with financial analysis for strategic initiatives, including growth opportunities, cost management, and investment decisions.
• Perform profitability analysis by business line, client segment, and operational department.
• Ensure compliance with all relevant financial regulations, tax laws, and insurance industry standards.
• Liaise with external auditors, tax consultants, and regulatory bodies as required.
• Identify financial risks and implement mitigation strategies.
• Supervise accounting staff or external bookkeeping providers.
• Foster a culture of accountability, accuracy, and continuous improvement.

Qualifications

• Bachelor’s degree in accounting, Finance, or related field (CPA designation strongly preferred).
• 3+ years of progressive finance/accounting experience, preferably within the insurance, financial services, or professional services industry.
• Solid knowledge of insurance brokerage financial operations, including commissions, premium financing, and insurer settlements.
• Proficiency with accounting software and strong Excel skills.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently and as part of a collaborative team.

Our AODA Statement of Commitment

Able Insurance Brokers Ltd is an equal opportunity employer that does not discriminate against any employee or applicant based on race, ancestry, place of origin, colour, ethnic origin, citizenship, religion, gender identity, gender expression, creed, sex, sexual orientation, age, record of offences, marital status, family status or disability. Able Insurance is committed to a fair and inclusive work environment. We will endeavor to accommodate the needs of qualified applicants in all parts of the hiring process.