POSITION OVERVIEW
At Waypoint, we believe insurance is about protecting what you love, and it's a passion for what our clients love. We're dedicated to providing exceptional experiences that foster lasting relationships.
The Accounting Clerk plays an important role in supporting the day-to-day accounting for the company. The successful candidate will have a great opportunity to learn a variety of tasks and achieve a good understanding of the full end to end accounting cycle. This includes regular interactions with our front-line brokers, clients and problem solving within our amazing Accounting team. Waypoint is growing and this position will have the opportunity to grow within the Accounting team!
By applying your knowledge of accounting and insurance, you'll protect what our clients love and cultivate meaningful connections. Success in this role means meeting Accounting deadlines and service level targets while upholding Waypoint's standards and guidelines.
Please note that the ideal candidate should be located in Vancouver, B.C. or Courtenay, B.C,
RESPONSIBILITIES
- Actively oversee the day-to-day functions of the Accounts Receivable (A/R) department and ensure compliance with the company’s A/R policies and procedures.
- Main activities within the A/R department include: all areas related to client payments (payment application, daily AR balance monitoring, client A/R collection and NSF collection calls), direct bill reconciliation, dealership billings, and the company’s internal financing program.
- Prepare and present comprehensive monthly A/R reports to leadership, providing key insights into A/R performance, trends, and collection issues, enabling informed decision-making and strategic planning for the department.
- Lead monthly A/R meetings with department leaders to review results and highlight key collection issues for leadership.
- Provide coaching and mentoring to 4-5 direct staff to achieve organizational and personal objectives.
- Act as backup for critical A/R tasks and ability to support day-to-day tasks.
- Troubleshooting gaps in the current process and implementing improvements through an eliminate, simplify, standardize, automate mindset.
- Complete and review A/R Monthly General Ledger reconciliations.
- Contributing to a positive team culture and supporting your coworkers.
- Other jobs assigned by Accounting Management.
REQUIREMENTS
- CPA Accounting Designation will be an asset.
- 3-5 years of accounting and finance experience in a service or retail industry.
- You enjoy being part of a team with a mix of face to face and virtual interaction.
- Ability to work in an extremely fast-paced and ever-changing work environment.
- Building and maintaining relationships comes natural to you.
- Strong attention to detail and accuracy.
- Proven organizational skills with the ability to prioritize tasks and adapt to changing work priorities.
- You have strong verbal and written communication skills, including experience having difficult conversations.
- Take initiative to identify and address issues or opportunities, solve problems and address conflict.
- Proven ability to work efficiently in Microsoft Excel with Pivot Tables and other formulas (VLOOKUP, SUMIF)
Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
