Job Title: CPA Accountant
Location: Surrey, British Columbia
Employment Type: Full-Time, Permanent
Salary: $80,000–$95,000 annually, based on qualifications and experience
Industry: Insurance Brokerage and Financial Services

About the Company

AMC Insurance Service Ltd. is a growing insurance brokerage organization operating through multiple companies and branches in British Columbia. The group manages a diverse portfolio of insurance operations, including personal, commercial and ICBC-related insurance business.

We are seeking an experienced and hands-on CPA Accountant to oversee the financial operations of all companies within the group. The successful candidate will be responsible for financial reporting, accounting operations, regulatory compliance, cash flow management, intercompany transactions, and providing financial guidance to senior management.

This position requires an individual who can manage the overall financial function while remaining actively involved in day-to-day accounting and financial controls.

Key Responsibilities

Financial Management and Reporting

- Oversee the accounting and financial reporting functions for all companies and branches within the group.
- Prepare and review monthly, quarterly and annual financial statements in accordance with Canadian accounting standards.
- Manage consolidated financial reporting, including intercompany transactions, reconciliations and eliminations.
- Oversee the preparation of year-end working papers and coordinate annual review engagements with external accountants.
- Develop and maintain financial reporting systems, budgets, forecasts and management reporting packages.
- Monitor financial performance, profitability and operating expenses by company and branch.
- Present financial results, key performance indicators and financial recommendations to ownership and senior management.

Insurance Brokerage Accounting

- Oversee insurance premium accounting, including premiums receivable, premiums payable, commissions earned and insurer settlements.
- Manage reconciliation of insurance accounts receivable and payable, including direct-bill and agency-bill transactions.
- Ensure accurate reconciliation of ICBC transactions, commission income and related accounts.
- Monitor aged receivables, customer credit balances, overdue accounts and collection activities.
- Reconcile insurer statements, commission reports, brokerage management system reports and general ledger balances.
- Establish effective procedures for premium trust accounting, where applicable, and ensure compliance with relevant insurance industry requirements.

Multi-Company and Intercompany Accounting

- Manage accounting for multiple corporations, including related-party loans, shareholder accounts and intercompany balances.
- Ensure timely reconciliation of transactions and balances between group companies.
- Oversee accounting associated with business acquisitions,



amalgamations and corporate reorganizations.
- Maintain appropriate records for goodwill, intangible assets, financing arrangements and acquisition-related transactions.
- Coordinate financial information and reporting requirements for all companies within the group.

Banking, Cash Flow and Financing

- Manage cash flow planning and liquidity requirements across all companies.
- Oversee bank reconciliations, corporate credit cards, loans and financing arrangements.
- Maintain relationships with banks and financial institutions.
- Monitor debt repayments, interest expenses, financing covenants and lender reporting requirements.
- Prepare cash flow forecasts and recommend strategies to optimize working capital.

Accounting Systems and Internal Controls

- Oversee the effective operation of the company's accounting software and insurance brokerage management systems.
- Ensure proper reconciliation between brokerage systems, including Applied Epic, and the general ledger.
- Manage financial data integrity during software conversions, system upgrades and integrations.
- Develop and implement accounting policies, financial controls and standardized procedures across all branches.
- Identify and resolve accounting discrepancies and improve the efficiency of financial processes.
- Oversee accounts receivable, accounts payable, payroll and general ledger functions.

Taxation, Compliance and External Reporting

- Coordinate corporate income tax, GST and other applicable tax filings with external accountants.
- Ensure compliance with relevant accounting, taxation, corporate and insurance industry requirements.
- Coordinate with external accountants, legal advisors, lenders and regulatory authorities.
- Maintain financial records and supporting documentation for regulatory examinations and external reviews.
- Monitor financial reporting deadlines and ensure timely completion of statutory obligations.

Financial Support & Operations

- Supervise, mentor and support accounting procedures for the finance function.
- Establish transparent responsibilities, reporting timelines and performance expectations.
- Support ownership in evaluating business acquisitions, branch profitability, expansion opportunities and financing decisions.
- Provide financial analysis and recommendations to improve profitability and operational efficiency.
- Participate in management meetings and contribute to the group's long-term financial strategy.

Qualifications and Experience

Key Preferred Assets (Highly Desired)

- Applied Epic Experience:



Hands-on experience working with Applied Epic (or similar Brokerage Management Systems) is considered a strong asset.
- Insurance Brokerage Experience: Previous experience working in an insurance brokerage, insurance agency, or similar financial services business is considered a strong asset.

General Qualifications

- CPA designation is required (or strongly preferred).
- Bachelor's degree in accounting, finance, business administration or a related discipline.
- Minimum 7–10 years of progressive accounting and financial management experience, including experience in a senior accounting role.
- Experience working with multiple corporations, branches or related entities.
- Strong knowledge of Canadian accounting standards, financial reporting, taxation and internal controls.
- Experience managing corporate financing, cash flow, budgets and financial forecasts.
- Strong understanding of accounts receivable, accounts payable, intercompany accounting and financial statement preparation.
- Advanced proficiency in Microsoft Excel and accounting software.
- Experience with financial system implementation, conversion or integration is an asset.
- Excellent analytical, organizational, leadership and communication skills.
- Ability to work independently, manage competing priorities and meet reporting deadlines.

Compensation and Benefits

- Annual salary of $80,000–$95,000, commensurate with experience and qualifications.
- Full-time, permanent employment.
- Opportunity to lead the financial operations of an established and growing group of companies.
- Direct involvement in financial strategy and business expansion.
- Professional and collaborative working environment.

How to Apply

Apply directly on Indeed or on our website at https://amcinsurance.ca/careers/ by submitting your resume and a brief cover letter outlining your relevant financial management experience, CPA status, and any experience with Applied Epic or the insurance brokerage industry.

Pay: $80,000.00-$95,000.00 per year

Benefits:

- Dental care
- Employee assistance program
- Extended health care
- Flexible schedule
- On-site parking
- Vision care

Application question(s):

- How many years of full-cycle progressive accounting and financial reporting experience do you have?
- Do you have experience working in an Insurance Brokerage or handling Insurance Premium Trust Accounting / Direct & Agency Bill reconciliations?
- Do you have hands-on experience using Applied Epic (or another Brokerage Management System like TBW/Custom BMS)?
- Do you have hands-on experience managing intercompany balances, reconciliations, and consolidated financials across multiple corporate entities/branches?
- Are you legally authorized to work in Canada full-time and able to work on-site at our office in Surrey, BC?

Licence/Certification:

- Do you currently hold an active CPA designation in Canada (required)

Work Location: In person

📌 Accountant CPA (Surrey)
🏢 AMC Insurance
📍 Surrey