Job Posting: Assistant Accounting Manager

Salary: $90,000

Job Types: Full-time, Permanent

Successful financial advisors recognize us as the leading Managing General Agency (MGA) for supporting their growth through accurate high commission payments, client prospecting, and extensive industry knowledge. For this reason, we hire only the best—self-motivated, results-driven individuals who believe in "higher results, higher rewards." Our partners, including top-tier professionals and business owners, demand excellence, and we meet their needs with a team delivering unparalleled service, knowledge, and accuracy.

Our network spans over 700 advisors, from part-time social advisors to elite professionals earning millions in commissions. These high-performing individuals expect nothing but the best, and we consistently deliver with a top-tier team known for unmatched service, expertise, and professionalism. While most of our advisors are Chinese, we are committed to expanding our presence among South and Southeast Asian advisors in the coming years.

What You’ll Do to Excel

- Constantly Improve accounting procedures and workflows to increase accuracy, efficiency, and accountability.
- Take full ownership of the company’s day-to-day accounting and finance operations, ensuring accuracy, timeliness, compliance, and accountability.
- Lead month-end and year-end closing processes, including reconciliations, adjusting entries, schedules, financial reporting, and supporting documentation.
- Review financial statements, commission reports, accounts receivable, accounts payable, cash flow, and key financial data before they are presented to management.
- Oversee bank, commission, carrier, advisor, and transaction reconciliations, ensuring discrepancies are investigated and resolved promptly.
- Establish and maintain strong internal controls to reduce accounting errors, prevent duplicate or incorrect payments, and protect company assets.
- Manage advisor commissions and compensation reporting, ensuring accuracy and timely resolution of discrepancies with advisors, carriers, and partners.
- Lead budgeting, cash-flow monitoring, expense management, and financial analysis to support management decisions.
- Maintain high standards across QuickBooks Online,



accounting software, CRM systems, and industry platforms, ensuring financial data remains accurate and current.
- Coordinate with external accountants, auditors, tax professionals, financial institutions, carriers, and other qualified partners when required.
- Develop, document, and continuously improve accounting SOPs, controls, reporting systems, and workflows as the company grows.
- Lead, train, review, and hold accounting team members accountable for deadlines, accuracy, productivity, and professional standards.
- Establish explicit KPIs for the accounting department and report results, outstanding issues, and recommended actions to senior management.
- Identify financial or operational risks early and bring management solutions—not simply problems.
- Ensure the accounting department can operate effectively without senior management having to follow up on routine accounting matters.

Who We’re Looking For

- Leadership & Ownership: You take responsibility for the accounting function and the quality of your team’s work.
- Strong Accounting Expertise: You have solid knowledge of accounting principles, financial reporting, reconciliations, controls, and month-end/year-end processes.
- Management Mindset: You know how to prioritize, delegate, review, coach, and hold people accountable.
- Results-Driven: Your performance is measured by accuracy, deadlines, problem resolution, stronger controls, and continuous improvement.
- Problem Solver: You investigate discrepancies, determine root causes, implement solutions, and prevent the same issue from happening again.
- High Attention to Detail: You understand that accounting requires precision and that small errors can create significant financial and reputational consequences.
- Professional Presence: You communicate confidently with senior management, advisors, carriers, accountants,



and external partners.
- Growth Mindset: You continuously improve systems and develop your team rather than relying on outdated processes.
- Experience: 5 to 20 years of accounting experience(minimum of 3 local accounting experience), including supervisory or management responsibilities.

Why Join Way Financial?

- Leadership, Not Just Accounting: You will have the authority and responsibility to build a stronger accounting operation as the company grows.
- Excellence is Our Standard: We expect our Accounting Manager to establish standards, not simply follow them.
- Direct Management Exposure: Work closely with senior leadership and gain exposure to important financial and operational decisions.
- Build Your Team: Develop accounting talent, improve processes, and create a department capable of supporting significant business growth.
- Performance-Driven Culture: Solid results lead to greater responsibility, recognition, and compensation growth.
- Work with High Performers: Support and collaborate with some of the industry’s highest-performing insurance and investment advisors.

The Standard

An Assistant Accounting Manager is not someone senior management needs to remind about deadlines, errors, or outstanding issues.

You are expected to know the numbers, know the risks, know what your team is doing, and know what needs to happen next.

The objective is simple: improve an accounting department that company can trust without having to manage it.

Ready to Make the Leap?

If you’re ready to stand out from the average, seize this opportunity. Join a team where being good enough is never enough. If you’re driven, capable, and ready to push the boundaries of what’s possible, we want to hear from you.

Apply Now: Send your resume via Indeed. While we appreciate all applications, only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Pay: $90,000.00 per year

Benefits:

- Dental care
- Extended health care
- Life insurance
- Vision care

Education:

- Bachelor's Degree (preferred)

Experience:

- Accounting: 5 years (preferred)

Language:

- Cantonese / Mandarin (preferred) (preferred)

Work Location: In person

📌 Assistant Accounting Manager (Canada)
🏢 Way Financial
📍 Canada