About the Role

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We are partnering with a growing insurance brokerage to recruit a Senior Financial Analyst to support financial operations, reporting, and premium-related accounting activities. This role is well suited for a finance professional who combines strong analytical capabilities with a solid understanding of billing, receivables, and financial controls within a regulated environment.

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The Senior Financial Analyst will play a key role in managing premium billing processes, supporting financial reporting, and providing insights to improve cash flow, operational efficiency, and overall financial performance. This position works cross-functionally with accounting, client service, and leadership teams to ensure accuracy, compliance, and timely financial execution.

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Success in this role requires attention to detail, problem-solving ability, and the confidence to work with internal and external stakeholders in a fast-paced environment.

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Key Responsibilities

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• Oversee premium billing processes, ensuring accuracy and alignment with policy terms, endorsements, and insurer agreements.
• Manage accounts receivable lifecycle, including cash application, collections, and reconciliation activities.
• Support month-end and year-end close processes, including accruals, adjustments, and financial analysis.
• Prepare and analyze financial reports related to revenue, premium activity, and receivables.
• Monitor key metrics such as aging, cash flow trends, and collection performance.
• Support trust accounting and reconciliation of insurer payables and client accounts.
• Collaborate with internal teams to validate financial data and resolve discrepancies.
• Assist in the administration and tracking of premium financing arrangements and payment schedules.
• Develop and maintain dashboards and reporting tools to support business decision-making.
• Identify process improvement opportunities and support automation and system enhancements.
• Ensure compliance with internal policies, regulatory requirements, and insurer agreements.
• Support internal and external audit requests as required.

 

Qualifications & Experience

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• 3–6 years of experience in financial analysis, accounting, or revenue operations.
• Experience working in insurance, financial services, or a brokerage environment is preferred.
• Strong understanding of accounts receivable, billing, and financial reporting processes.
• Advanced Excel skills; experience with reporting tools such as Power BI is an asset.
• Experience with brokerage management systems (e.g., Applied Epic, Power Broker) is an asset.
• Progress toward or completion of a professional designation (CPA or equivalent) is preferred.
• Strong analytical and problem-solving skills with high attention to detail.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Excellent communication skills with the ability to collaborate across teams.

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Compensation and Benefits

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Base salary typically ranging from $75,000 to $95,000, depending on experience and qualifications.

Performance-based bonus eligibility.
Comprehensive employer-sponsored benefits package.
Retirement savings program.
Paid vacation and personal days.
Professional development and education support.
Hybrid work model with a collaborative finance team.

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Thank you to all applicants for the time and care taken in submitting your application. Only candidates selected for further consideration will be contacted directly; however, all applications will be retained and may be considered for future opportunities aligned with your background and career interests. We are committed to equitable and inclusive hiring practices and encourage applications from individuals of all backgrounds, experiences, and identities, including women, members of racialized communities, Indigenous Peoples, persons with disabilities, and individuals from 2SLGBTQIA+ communities. Accommodations are available throughout the recruitment process upon request. All applications are reviewed by human recruiters, who make the final hiring decisions. In some cases, AI-assisted tools may be used to support the application review process.