Controller, Finance - Mississauga, Canada - Jones DesLauriers Insurance Management Inc

Jones DesLauriers Insurance Management Inc

Verified Company

Mississauga, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

POSITION OVERVIEW
As a Controller, you are responsible for the financial reporting and accounting activities of a growing brokerage.

Jones DesLauriers (JD), part of Navacord, is a Canadian-owned brokerage, which consists of several insurance broker partners spanning across multiple provinces.

Reporting into the Vice President, Finance you will be supporting Finance on key strategic priorities in order to meet the financial objectives.

The Controller will be responsible for providing the company with effective and timely financial management and analysis. This includes supporting Finance on key strategic priorities such as modernizing and automating processes.

Responsibilities:

Responsible for implementing strategy, budgeting and financial and regulatory reporting as well as the overall management and daytoday operations of the business in accordance with company policies and procedures
Regularly offer the VP of Finance and additional key stakeholders with advice and perspective on how the company can meet or exceed its' financial goals
Leadership responsibilities to oversee, coach and mentor CPA student members of the Finance Team

Financial Reporting:

Ensure effective controls are in place for data integrity
RIBO reporting semiannually; including monthly monitoring
Oversee and manage month end close and process journal entries
Internal management reporting monthly
Income Statement analysis to prior year, budget and forecast
Balance Sheet account schedules and analysis
Accounts receivable aging weekly
Monitor selling expense budgets by producer
Profit center analysis by location
Coordination with accounting staff and external auditors for year end audits

Financial Planning:

Annual financial plan coordination and preparation
Bottom up approach with input from sales, marketing, IT and management
Quarterly forecasts as changes occur during the year

Cash Management:

Monitor RIBO trust position to ensure in compliance at each month end
Transfer funds between companies to ensure required cash and compliance requirements are met
Accounts payable payment planning
Accounts receivable collection monitoring

Requirements:

Business/Commerce/Administration degree/diploma preferred
Minimum of 7 years of Accounting experience required
Experience with Financial Analysis and reporting preferred
Accounting designation (CPA, CA, CMA, CGA) in good standing
Background in P&C insurance and experience within the brokerage segment of the insurance industry would be a definite asset
Strong Computer/MS

Office Skills:
Excel, Outlook, Word, PowerPoint.

Exhibits professional leadership style and takes initiative
Strong analytical, numerical and reasoning abilities
Jones DesLauriers is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs._

Benefits: