Finance coordinator

Job Description

Finance Coordinator Employment Type Permanent Location Toronto (hybrid), Ontario Apply SHARE THIS JOB Job Description: Our client is a rapidly growing independent insurance brokerage known for its transparency, personalized service, and smart, tailored coverage solutions. They combine the agility of a boutique firm with the resources of a larger player, offering a unique opportunity to join a finance team that's deeply involved in strategic decision-making, not just number-crunching. If you're looking to grow your career in a dynamic, values-driven environment where your insights directly impact the company's future, this is the team to join.

Responsibilities of the Finance Coordinator include but not limited to:

Receive and Process incoming payments from Clients, Insurance & Finance Companies. (Cash, Cheques, Credit Cards, E-transfers and Online Bank Payments and EFTs)

Reconciliation and recording the daily bank activity

Assist with Applied Pay (CC payments in EPIC)

Manage return payments and follow up for replacement

Banking when needed

Process and Manage outside Financing (First Insurance Funding)

Manage Agency Bill Accounts Receivable and follow-up

Maintain and Manage accounts with Collection Agency

Process Client Refunds and Direct Bill Advances



Processing of Vendor Payables and Employee Expenses

Reconciliation of Direct Bill Commissions

Amex and Mastercard monthly reconciliations

Assist with month end closing

Other duties as assigned TMGMS Job Requirements: A post secondary diploma or degree from a recognized institution in the field of accounting and finance or business administration

Team player and the ability to work independently

Strong Analytical abilities and attention to details to ensure accuracy and follow through on discrepancies

Minimum 3-4+ years experience in accounting and finance

Computer proficiency with advance knowledge in Excel

Experience in the Insurance Industry would be an asset

CPA is an asset Apply