About Our Client: Our client is a family-owned insurance brokerage.
Position Scope:
This is the senior finance seat in a growing, owner-led business. You'll report directly to the Director - IT, Admin and Finance and be the person leadership relies on to understand the numbers behind their growth. You'll own the accounting function, and you'll have real room to modernize how they do it: controls, reporting, systems, and process.
Duties & Responsibilities:
Financial leadership and controls
- Lead and develop the accounting team, and monitor the company's overall financial performance
- Design, document, and enforce accounting policies, procedures, and internal controls
- Safeguard the accuracy and integrity of all transaction data
Reporting, budgeting, and insight
- Deliver monthly interim financial statements and operating metrics to leadership
- Lead budget preparation, variance analysis, and management cost reporting
- Turn financial results into clear, practical recommendations for the leadership team
Compliance and operations
- Manage and process semi-monthly payroll for 100+ employees across six locations, ensuring accuracy, compliance, and timely remittances
- Oversee accounts payable, accounts receivable, and collections
- Prepare government returns, remittances, and payments
Continuous improvement
- Identify and lead process and systems improvements, including automation opportunities
- Lead special projects that support the company's growth
Skills & Qualifications:
- CPA designation (or in the final stages of completing it)
- 2+ years of progressive accounting experience, ideally in insurance, financial services, or a private company
- Experience managing budgets, financial controls, and month-end close
- Hands-on payroll processing experience
- Strong communication skills, and the ability to explain numbers to non-finance leaders
- Curiosity about new tools and better ways of working
- Applied EPIC experience is an asset, not a requirement
- The successful candidate will be required to undergo a criminal background check and credit check, with their consent, as a condition of employment.
AI Disclosure: AI will not be used in the recruitment process.
Vacancy Disclosure: This is a new position.
Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
