At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $62 billion in assets.
We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.
We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.
We Have a Comprehensive Benefit Package Including
- Health Benefits: including medical, dental, vision, life, and health spending account
- Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
- Education Benefits: education reimbursement and on-demand learning courses
We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.
We support work / life balance and promote growth-from-within opportunities.
Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
Job Description Summary
The Finance team is a fast paced team which is accountable for the daily monetary movements, large volume transaction processing, payment processing, light audit functions and supporting other department inquiries.
This outstanding opportunity would ideally suit a strong team player with a high level of excel knowledge and detail orientation, seeking to build on their knowledge of accounting to develop their career within the financial services industry.
What You’ll Do
- Conduct policy verification for pending contracts through policy document(s) support and Balancing of daily transactions including payments, deposits, credits and other financial transactions
- Management of Broker Commission payment process
- Processing accounting entries, accounts payable and daily electronic payments to vendors and payers
- Processing changes to premium funding contracts as requested (i.e. payment collection, changes to policies and renewals)
- Responding to inquiries and other requests
- Analyzing existing systems and processes; identifying and establishing greater efficiencies within the finance department
- Project work/ ad hoc tasks will account for 40% of the role and may include automation of team processes, aid in the creation of API functions to the GL, documentation of accounting processes, etc
- Adhering to approved processes and audit requirements
- Other duties as required
Knowledge/Skills/Abilities Required
- Excellent written and verbal communication skills
- Strong excel skills / Advanced computer skills
- Previous financial experience
- Strong time management and prioritization skills
- A proactive, energetic and enthusiastic approach to your work, and a desire to go the extra mile in customer service
- Self motivation and attention to detail
- The ability to build strong relationships with team members and internal and external customers
- Ability to multitask in a high volume environment
- A flexible attitude towards change and the ability to adapt to new situations
Training/Education/Experience Qualifications
- University/college degree in Accounting or Finance generally preferred
- 3-5 years of experience in banking, accounts payable, reconciliation, and general ledger management, with a strong understanding of financial processes and controls
- Testing accounting ERP systems, including functional and user acceptance testing is an advantage but not required.
