Accounts Receivable Analyst — Broker Accounts

Optiom

8d•Hybrid

About The Position

Optiom is hiring an Accounts Receivable Analyst, Broker Accounts to join our Calgary finance team. This is a hands-on, relationship-facing role at the intersection of financial operations and broker services. You will own the preparation of broker and dealer statements, reconciliations, and payments, while serving as a trusted point of contact for the external partners who matter most to our business. Your work will feed directly into month-end close, and contribute to the continuous improvement of the processes that keep Optiom's financial operations running at the standard Aviva expects.

Requirements

3–5 years of accounts receivable, finance operations, or broker/dealer accounting experience
Intermediate to advanced Excel skills
Demonstrated ability to prepare and reconcile high-volume financial statements with precision
Clear, professional written and verbal communication
Strong organizational skills: manage competing deadlines, multitask without losing accuracy, and follow through without prompting
A degree in Accounting or a related field, or equivalent demonstrated experience

Nice To Haves

Experience in ERP systems such as Sage 300 is an asset
Familiarity with data analysis tools is an asset
Direct experience preparing broker, agent, or dealer commission and incentive statements
Background in insurance, financial services, or MGA operations
Experience supporting month-end close in a regulated or audit-ready environment
Proven track record of identifying and implementing process improvements in a finance function
Familiarity with premium financing or specialty insurance accounting workflows