Senior Financial Analyst, Brokering Services (Ontario)

Senior Financial Analyst, Brokering Services (Ontario)

15 Aug
|
David Aplin Recruiting
|
Ontario

15 Aug

David Aplin Recruiting

Ontario

Our client, a well-established organization within the Canadian insurance is seeking a Senior Financial Analyst to join their team in Burlington, ON. This is an excellent opportunity for a CPA-designated accounting professional with strong IFRS experience who enjoys working independently and partnering closely with senior leadership. This hybrid role requires 3 days per week in-office and offers broad exposure across financial reporting, accounting, budgeting, and insurance operations.

Compensation & Advantages

Salary: $95K to $120K Base Salary

Hybrid work environment (3 days per week at the Burlington, ON office)

Permanent, full-time opportunity

3 weeks’ vacation

Office closure between Christmas and New Year

Comprehensive employer-paid benefits package

10% employer pension contribution with 5% employee contribution

$3,000 Health Care Spending Account

$360 wellness allowance

$100/month phone allowance

Key Responsibilities

Prepare quarterly and annual financial statements in accordance with IFRS

Lead month-end/quarter-end close, budgeting, and financial reporting processes

Prepare financial materials and analysis for senior leadership and Board meetings

Manage accounts payable, receivable, bank reconciliations, and journal entries

Prepare federal and provincial tax returns and support audits and regulatory reporting





Prepare management reporting packages for brokerage operations

Identify opportunities to improve accounting processes, controls, and efficiencies

Support financial planning, forecasting, and various finance-related projects

Partner with senior leadership and business stakeholders on financial matters

Qualifications

CPA designation required/preferred

Bachelor’s degree in Accounting, Finance, or a related field

5+ years of progressive accounting experience

Strong technical accounting experience with IFRS and financial statement preparation

IFRS 17 experience considered a strong asset

Insurance or insurance brokerage experience strongly preferred

Experience with Applied Systems or another Broker Management System considered an asset

Advanced Excel skills and experience with AI tools

Strong analytical, organizational, and problem-solving skills

Excellent communication skills with the ability to explain complex financial information

Ability to work independently, manage competing priorities, and meet tight deadlines

Strong attention to detail and a process-improvement mindset

To be considered, applicants must be legally entitled to work in Canada, including holding any required permits.

Accommodation is available upon request throughout all stages of the recruitment process.

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📌 Senior Financial Analyst, Brokering Services (Ontario)
🏢 David Aplin Recruiting
📍 Ontario

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