Senior Finance Analyst

August 20

Apply Now

Receive Emails with Similar Jobs

Zensurance

WebsiteLinkedInAll Job Openings

Zensurance makes business insurance easy for Canadian entrepreneurs.

Commercial business insurance • Property and Casualty Insurance • Canada Insurance • Startup Insurance

51 - 200

💰 Series B on 2020-08

Description

• Create, delegate and reconcile weekly, monthly and quarterly accounting records using Enterprise Resource Planning and Customer Relationship Management tools. • Oversee the preparation, review and approval of balance sheet reconciliations, according to account schedules. • Perform reporting and operational metrics tracking to ensure company objectives are being met and delivered by set deadlines. • Participate in the creation and maintenance of reporting dashboards using Excel. Identify areas of improvements and opportunities for efficiencies. Improve internal controls. • Report on and advise on financial performance, prepare for management review. Identify reporting and financial trends, make recommendations for improvements by analyzing and interpreting data, and making comparative analysis. • Prepare and peer review the electronic transfers of money, wires and bill payments to ensure accounts remain in good standing. • Analyze and forecast future cash flow requirements and expenditures. • Review, monitor and maintain trust ledger, including journal entries, such as accrued liabilities and accrued expenses. • Collaborate with the Finance team on internal and external audits by creating, implementing and documenting processes and procedures to prepare for audits. • Perform peer reviews of regular government and compliance reporting and filling such as CRA, Insurance Regulatory Bodies, Ministry of Finance, etc. • Collaborate with the Team Lead on the preparation and review of budgets. Present reports to department heads. • Work closely with various stakeholders both internally and externally, including Insurance Carriers, business partners, and customers to request and provide updated financial information. • Perform other duties as assigned.

Requirements

• University degree or college diploma in Business, Accounting, or Finance. • Chartered Professional Accountant (CPA) designation or in progress. • 5+ Years of general accounting experience. • Excellent analytical, financial, and mathematical abilities. • Working knowledge of GAAP (IFRS and ASPE). • Experience in insurance or a brokerage is an asset. • Advanced proficiency of MS Excel. • Advanced experience in Xero, SAP, NetSuite, or other accounting software. • Thorough understanding of the budgeting process. Intermediate understanding of forecasting. • Experience using GSuite and Salesforce is an asset. • Proficiency with Google Workspace, Zoom and Slack, or similar office tools.