Financial Analyst

My Insurance Broker • Richmond Hill, ON

1d • Onsite

About The Position

We are seeking a Financial Analyst to support the finance and operations team by performing detailed financial and operational reconciliations. The ideal candidate will have strong analytical and accounting skills, a keen eye for detail, and experience with insurance brokerage or insurance accounting. This role will primarily focus on maintaining accuracy across financial records, ensuring compliance, and supporting reporting functions.

Requirements

• Minimum College or University level Degree in Accounting, Finance, or a related field.
• 2–5 years of experience in financial analysis, accounting, or insurance brokerage finance.
• Strong knowledge of accounting principles and financial reconciliation processes.
• Advanced proficiency in Microsoft Excel (formulas, pivot tables, and data analysis).
• Exceptional attention to detail coupled with strong problem-solving abilities.
• Effective written and verbal communication skills for collaborating across departments.

Nice To Haves

• Experience with insurance brokerage systems (Applied EPIC or similar) is considered a strong asset.

Responsibilities

• Perform regular reconciliations including Carrier, Trust account, Commission, and Bank reconciliations, as well as Direct bill/agency bill balancing.
• Assist in financial reporting functions, ensuring all data is accurate, complete, and timely.
• Proactively investigate discrepancies, identify financial trends, and propose solutions to optimize internal processes.
• Work closely with internal teams to ensure strict compliance with accounting standards and company policies.
• Maintain precise records and documentation for internal audits and regulatory purposes.
• Assist with financial analysis, forecasting, and operational reporting as required by the management team.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree