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Job Description
Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our dedication to excellence has earned us prestigious recognition, including being featured on Insurance Business Canada's esteemed Top Brokerages list for the past three years and securing a spot as one of Canada's Top Growing Companies in the renowned Globe and Mail's Report on Business. At Billyard Insurance Group, our mission is clear: to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.
The Senior Financial Analyst, under the direction of the Controller, is primarily responsible for performing Financial Reporting, Planning, and Analysis. These tasks include, but are not limited to, preparing monthly financial reporting packages, quarterly consolidated reporting packages and banking covenants, building, presenting, and tracking budgets, updating cash flow projections and communicating results, acting in a senior role during the year end audit, preparing journal entries, reviewing bank reconciliations, reviewing commission reconciliations, and reviewing all books and records for all related companies. In conjunction with the accounting functions, the Senior Financial Analyst will assist in providing financial analysis of the current, future and prospective business initiatives.
What does the Senior Financial Analyst do?
- Ensure timely preparation, analysis, and distribution of monthly financial reporting packages
- Consolidate quarterly reporting packages and prepare banking covenants
- Develop, present, and track departmental budgets
- Prepare and update cash flow projections
- Complete senior level year-end audit tasks including the development and reconciliation of supporting working papers
- Oversee and approve posting of journal entries, review general ledger and perform account reconciliations
- Review bank reconciliations
- Review commission reconciliations
- Review all books and records for all related companies
- Set priorities, meet deadlines, and manage demands individually
- Create other forecasts and trend analyses, relating to the current business products, future and prospective initiatives, and changing trends in the Insurance market
- Continue to improve the measurement and reporting of KPI’s
- Calculate annual Contingent Profit Commissions
- Maintain and strengthen internal controls over financial reporting
- Provide advice and guidance to the Controller, VP of Finance & Administration, and all internal departments as necessary
- Correspond with Vendors to setup, update, and discuss payments timing and terms
- Assist in the training and mentorship of the Finance & Accounting team
- Perform all other job-related tasks or special projects as directed
Does this sound like you?
- Knowledge of accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data
- Knowledge of GAAP, which outlines rules, standards, and principles that companies must follow when making financial statements
- Knowledge of ASPEoutlines rules, standards, and principles that companies must follow when making financial statements
- Ability to effectively use computer software (i.e., Microsoft Office Suite, Power Broker, Applied, Market Portals) to create and manage spreadsheets, reports, documents, databases, filing systems, calendars, correspondence, and video conferencing
- Ability to listen and understand information and opinions conveyed through spoken words
- Ability to read and understand information and opinions conveyed in writing
- The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events)
- The ability to choose the right mathematical methods or formulas to solve a problem
- Experience reviewing other’s work and monitoring workloads
Qualifications
- Post-secondary education in Accounting, Bookkeeping, Finance, or related field required
- Chartered Professional Accountant (CPA) designation in good standing or working towards
- A minimum of 5 years of proven experience in finance and/or accounting
- Experience working in the Insurance Industry an asset
What We Offer
- Competitive salary
- People-focused company culture
- Comprehensive benefits including medical, dental & Employee Assistance Program (EAP)
- 3 weeks vacation in year 1, 4 weeks in year 2
- Birthday day off
- Hybrid work from home / in office environment
- Uncapped growth potential
- Retirement savings programs, with company-matched RRSP contributions
Our Commitment to Diversity, Inclusion and Belonging
Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed and included. We believe Diversity, Inclusion & Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud equal opportunity workplace that is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity
Our Commitment to Accessibility
Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please contact us at recruitment@thebig.ca or 905.346.2190 ext 357.
Please note that all applicants must be legally eligible to work in Canada.