Jobs in Ottawa, Canada

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.

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.

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

• 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

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.