POSITION OVERVIEW The Controller, Financial Operations is responsible for overseeing the day-to-day accounting operations within a multi-entity insurance brokerage environment. This role ensures the integrity and accuracy of financial records, the timely completion of month-end and year-end close processes, and the effective management of core accounting functions, including accounts receivable, accounts payable, and broker/insurer payables where applicable.

Working closely with the Director, Financial Operations and the FP&A; team, the Controller supports financial reporting, enhances internal controls, and drives continuous process improvements across the accounting function. This role also plays a key part in standardizing financial processes across multiple brokerage entities, supporting system enhancements, and contributing to ERP implementation initiatives. The Controller provides day-to-day leadership within the finance team, mentoring and developing a team of Accountants while ensuring operational efficiency, accountability, and alignment with organizational objectives.

This is a hybrid role with the flexibility to work in-office or in-branch based on the needs of the role and/or as required by management. Preference will be given to candidates that can work 3 days per week at our office locations in Vancouver or Courtenay as part of their hybrid work arrangement.

RESPONSIBILITIES:

ACCOUNTING OPERATIONS & FINANCIAL REPORTING

- Manage all accounting operations including A/R, A/P, and General Ledger in collaboration with the Director, Financial Operations
- Oversee journal entries and ensure timely and accurate month-end and year-end closing processes
- Manage account reconciliations and ensure appropriate accruals are maintained
- Ensure accuracy, completeness, and integrity of financial records and reporting

CASH FLOW & CAPITAL MANAGEMENT

- Monitor and manage cash flow to meet business obligations and optimize investment opportunities
- Maintain and monitor capital expenditure activities across the organization
- Create and manage lease agreements and amortization schedules for capital assets
- Support financial planning and contribute to strategies for sustainable financial growth

AUDIT, COMPLIANCE & CONTROLS

- Coordinate internal and external audit processes,



including preparation of required documentation and schedules
- Develop and document accounting policies, procedures, and business processes to strengthen internal controls
- Ensure compliance with financial regulations, corporate policies, and best practices
- Assist the Director in maintaining financial governance and regulatory adherence

PROCESS IMPROVEMENT & EFFICIENCY

- Identify efficiencies and opportunities for cost reductions across the business
- Lead continuous improvement initiatives and contribute recommendations for operational enhancements
- Support the optimization and automation of finance processes to improve accuracy and efficiency
- Analyze workflows and recommend scalable solutions to support business growth and operational effectiveness

CROSS-ENTITY COLLABORATION & STANDARDIZATION

- Work collaboratively with related companies and internal departments, including operations, finance, and leadership teams
- Assist in standardizing finance processes across multiple brokerage entities or regions
- Support the development and implementation of consistent standard operating procedures
- Act as a key finance partner to promote alignment, consistency, and best practices across entities

TEAM LEADERSHIP & DEVELOPMENT

- Manage a team of direct reports, including mentorship, coaching, and day-to-day supervision
- Lead goal setting and objective development to align team performance with business priorities
- Support recruitment, onboarding, and succession planning activities
- Conduct performance evaluations and provide ongoing feedback and development support

Additional duties and responsibilities may be added during the course of employment.

Requirements:

- CA/CPA designation or equivalent work experience
- 3–5 years of progressive experience in accounting or finance, preferably in a multi-entity workplace
- Experience managing inter-company transactions and complex reconciliations
- Advanced Excel skills,



including data analysis and financial modeling
- Proficiency in Microsoft 365 applications (e.g., Outlook, Word, Teams)
- Experience with Sage 50 Accounting and ADP Workforce Now
- Strong understanding of accounting principles, financial reporting, and internal controls
- Experience supporting audits and working with external auditors
- Proven ability to lead process improvements, enhance efficiencies, strengthen internal controls, and identify cost reduction opportunities
- Strong analytical and critical thinking skills, with the ability to develop creative solutions and provide financial insights to support decision-making and business strategy
- Excellent written and verbal communication skills, with the ability to collaborate and build relationships with senior leadership, department leaders, and cross-functional teams
- Ability to manage competing priorities and perform effectively under pressure in a deadline-driven environment
- Sound financial and business acumen, with a focus on long-term financial sustainability and risk management
- Commitment to continuous learning and staying current with accounting standards, regulations, and financial technologies
- Experience mentoring, coaching, or supporting team members is considered an asset
- Ability to support special projects and ad hoc financial analysis as required

Navacord is deeply committed to fostering a workplace that embraces diversity, equity, and inclusion. We honour and respect the unique backgrounds, experiences, and perspectives of all individuals. We actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply. If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support.

The salary range for this role is $120,000 -$150,000 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.

Qualified candidates are invited to email their resume and cover letter to:

[email protected] .

📌 Controller, Financial Operations (Vancouver)
🏢 Waypoint
📍 Vancouver