Accounts Payable and Advisor Commissions Specialist

iA Financial Group•Calgary, AB

7d•Hybrid

About The Position

The Accounts Payable and Advisor Commissions Specialist is responsible for the accurate, timely and efficient processing of accounts payable transactions and commission payments, employee expenses, and related general ledger activities. This role ensures vendor and client obligations are met in accordance with company policies, internal controls, and regulatory requirements, while supporting month-end close and audit processes. PPI is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset. At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses. When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact. Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way. PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.

Requirements

Minimum 3 to 5 years of experience in an accounts payable role
Experience in insurance commissions or financial administration, with strong comfort working with financial data
Knowledge of MGA life insurance commission structures and processes is an asset
Exemplary data entry skills with advanced knowledge and experience with Excel
Experience with an accounting ERP like Microsoft Dynamics Great Plains or similar
Experience with manual payments and reconciliations
Excellent organizational and time management skills
Client service orientation
Excellent written and verbal communication skills
Proven ability to build collaborative working relationships with stakeholders
Proven excellent attention to detail
Ability to work independently while being committed to functioning as a team player

Responsibilities

Review, verify, code, and enter vendor invoices and expense claims, ensuring accuracy, authorization, and proper documentation.
Schedule and process payments in accordance with agreed terms.
Monitor accounts payable workflow to support timely processing and issue resolution.
Respond to vendor inquiries and resolve invoice or payment discrepancies.
Maintain vendor data and coordinate with internal departments to confirm charges and obtain approvals.
Reconcile accounts payable subledger to the general ledger.
Reconcile vendor statements and investigate variances.
Ensure payment credits and adjustments are applied correctly.
Maintain organized and auditable AP records, continuities and documentation.
Review and process employee expense reports in line with company policy.
Assist with month-end close activities, including accruals and reporting.
Support internal and external audits by providing required documentation.
Ensure compliance with financial policies, internal controls, and applicable tax requirements.
Administer manual commission payments, including preparation, validation, remittances, documentation, and payments outside scheduled cycles.
Prepare advisor commission expense reports, including carrier-related tracking and reconciliations.
Maintain records of manual adjustments and payments for audit readiness.
Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees.
Support other finance-related duties and projects as required.