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