Portfolio Manager – Accounting

IFG International Financial Group Ltd; Canada; On-site; CAD 70,000 - 90,000; Part time

Job summary

A leading finance organization is seeking a Portfolio Manager - Operations in Toronto for a 6-month contract. The role focuses on managing insurance and reinsurance accounts, processing claims, and supporting compliance. Candidates should have a Bachelor's degree and experience in insurance/reinsurance accounting, strong Excel skills, and analytical capabilities. This position involves maintaining accurate records, collaborating with stakeholders, and ensuring compliance with regulations.

Qualifications

• Experience in insurance/reinsurance accounting, underwriting support, or controlling.
• Strong Excel skills (including Power Query).
• Solid understanding of financial processes, accounts, and cash flow management.

Responsibilities

• Maintain and update contractual data within accounting and underwriting systems.
• Accurately enter and validate Terms & Conditions (T&Cs).
• Process accounts, claim advice, and resolve discrepancies.

Skills

Insurance/reinsurance accounting experience

Strong Excel skills

Financial processes understanding

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

Business Objects

Power BI

Tableau

Job description

We are seeking a Portfolio Manager - Operations to support the administration of insurance and reinsurance accounts and contracts within a fast-paced environment. This is a 6-month contract opportunity based in Toronto, focused on managing contractual data, processing accounts and claims, supporting underwriting activities, and ensuring accurate financial and operational execution across the portfolio.

Key Responsibilities

• Maintain and update contractual data within accounting and underwriting systems
• Accurately enter and validate Terms & Conditions (T&Cs) and flag discrepancies
• Process accounts, claim advice, and resolve discrepancies with stakeholders
• Manage cash flow activities including payments, balances, and account setup
• Perform internal control checks (ICS) and support compliance requirements
• Monitor account performance and generate reports and data analysis
• Ensure proper documentation and record management within internal systems
• Collaborate with underwriters, brokers, and internal teams on daily operations
• Support audit requirements and maintain compliance with regulatory standards

Must-Have Requirements

• Experience in insurance/reinsurance accounting, underwriting support, or controlling
• Strong Excel skills (including Power Query)
• Solid understanding of financial processes, accounts, and cash flow management
• Strong analytical and problem-solving skills
• Excellent communication and stakeholder collaboration skills

Nice-to-Have

• Experience with Business Objects, Power BI, or Tableau
• Exposure to insurance/reinsurance systems and processes
• Knowledge of compliance, sanctions, or regulatory requirements

Education

Bachelor's degree or equivalent experience (preferably in business, finance, or insurance-related field).