Senior Accountant: Pre-Need & Financial Reporting

Mount Pleasant Group; Toronto; Hybrid; CAD 71,000 - 76,000; Full time

Benefits offered by this job

Benefits package

Hybrid work

Pension plan

Education assistance

Vacation & personal days

Wellness program

Job summary

Mount Pleasant Group in Head Office, Ontario, is seeking a Senior Accountant to oversee pre-need accounting, reconciliations, and month-end processes within the Finance team. You will collaborate with cross-functional stakeholders to strengthen internal controls and ensure regulatory compliance.

The candidate should bring at least five years of progressive accounting experience, strong Excel and ERP system skills (Navision/Business Central), and a proven ability to analyze financial data and

Qualifications

• Three (3) year diploma or higher in Accounting, Finance, or a related field.
• Minimum five (5) years of progressive accounting experience, including reconciliations, financial reporting, month-end activities, and general ledger accounting.
• Advanced knowledge of accounting principles, financial reporting practices, account reconciliations, and internal controls.
• Excellent interpersonal, oral communication, and time management skills with the ability to interact professionally with customers and internal stakeholders.
• Strong analytical, problem-solving, and investigative skills with the ability to identify variances, interpret financial data, assess risks, and recommend appropriate corrective actions.
• Experience working with ERP and financial management systems; Microsoft Dynamics Navision and/or Microsoft Business Central experience is considered an asset.
• Ability to work independently and multi-task in a fast-paced environment, prioritize tasks and work with minimal supervision.
• Ability to analyze financial data, reconciliations, and account activity to identify trends, discrepancies, and opportunities for process improvement.
• Ability to explain accounting concepts and provide guidance to colleagues and stakeholders on financial processes and system functionality.
• Experience supporting process improvements, system enhancements, and continuous improvement initiatives.

Responsibilities

• Administer, maintain, and reconcile pre-need accounting, ensuring data integrity, timely processing, and compliance with accounting policies and regulatory requirements.
• Produce and distribute recurring reports (e.g., preneed insurance reports, accounts receivable summaries) comparing actual performance to budgets.
• Prepare and record monthly general ledger entries, including pre-need income and withdrawals, utilization, cancellation of sales contracts, payment reversals and aging memorials.
• Accurately process daily receipts for pre-need sales, ensuring they are appropriately recorded. Reconcile trust accounts for pre-need transactions and allocate interest as per applicable regulations.
• Ensure that all pre-need accounting activities are in compliance with regulatory requirements by preparing T5 statements and supporting documentation for tax reporting purposes.
• Support with new vendor direct deposit set up and changes
• Perform year-end activities related to pre-need accounting, and develop annual plans to ensure operational efficiency and compliance.
• Conduct periodic reviews and audits of assigned financial records and subsystems to verify data integrity, identify discrepancies, strengthen internal controls, and recommend corrective actions where required.
• Lead or participate in the testing, implementation, and enhancement of financial systems and subsystem functionality, ensuring system changes meet operational, reporting, and control requirements.
• Participate in special projects, financial reviews, and investigations involving accounting records, system functionality, process effectiveness, or compliance matters, providing recommendations based on findings.
• Provide technical support and knowledge sharing to colleagues while collaborating across departments to ensure accurate financial reporting, effective controls, and timely completion of key deliverables.

Skills

Analytical skills

Interpersonal skills

Time management

Communication

ERP experience

Excel proficiency

Education

Accounting/Finance diploma or higher

Tools

Microsoft Dynamics Navision

Microsoft Dynamics 365 Business Central

Job description

Mount Pleasant Group in Head Office, Ontario, is seeking a Senior Accountant to oversee pre-need accounting, reconciliations, and month-end processes within the Finance team. You will collaborate with cross-functional stakeholders to strengthen internal controls and ensure regulatory compliance.

The candidate should bring at least five years of progressive accounting experience, strong Excel and ERP system skills (Navision/Business Central), and a proven ability to analyze financial data and