PLATFORM is a national, privately owned Canadian brokerage specializing in insurance, surety, sub-default insurance and benefit solutions. We are driven by industry at the heart of everything we do. Our team blends sophisticated expertise with strategic thinking, ensuring that our tailored solutions meet and exceed client expectations.

Your Impact at PLATFORM This role is for a highly organized and detail-oriented Finance Associate. You will be responsible for managing both accounts receivable processes and supporting day-to-day financial operations, ensuring accuracy in invoicing, collections, and general accounting functions. You will use the EPIC system to manage and track accounts, transactions, and reporting.

Key Responsibilities Include Accounts Receivable Management:

• Oversee the premium receivable process, ensuring timely collections, and appropriate cash applications using the EPIC system.
• Reconcile aging reports, resolve discrepancies, and follow up on overdue accounts to ensure timely payment while maintaining strong client relationships.
• Work with internal teams to resolve billing inquiries and issues, ensuring efficient communication across departments.

Financial Operations Support:

• Responsible for the preparation of monthly retail sales tax filings
• Perform bank account reconciliations and address discrepancies in a timely manner.
• Monitor daily transactions and ensure proper documentation and coding for accurate general ledger entries.
• Provide accurate and timely financial data for monthly, quarterly, and year-end reporting cycles.
• Support budgeting, forecasting, and cash flow projections by providing relevant financial data and analysis.
• Assist with the preparation for audits, providing necessary documentation and responding to auditor queries.
• Assist in the development and implementation of financial processes and best practices within the EPIC system.

Process Optimization and Continuous Improvement:

• Identify and implement process improvements to enhance efficiency and accuracy in accounts receivable and general accounting functions.
• Create and maintain detailed process documentation and standard operating procedures (SOPs) for key accounts receivable and financial processes, ensuring they are up-to-date and easily accessible.
• Ensure compliance with internal controls, company policies, and regulatory requirements.

Education, Experience & Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related field (or equivalent work experience).
• Minimum of 3-5 years of experience in accounts receivable, accounting, or finance
• Experience using EPIC is required.
• Strong understanding of accounting principles, accounts receivable management, and financial reporting.
• Proficiency in Microsoft Excel
• Strong attention to detail with the ability to manage multiple tasks and deadlines effectively.
• Excellent communication skills with the ability to interact with clients, vendors, and internal teams.
• Strong problem-solving skills with the ability to address issues and resolve discrepancies independently.
• A proactive and solution-oriented approach to tasks.

What We Can Offer PLATFORM offers competitive salaries and benefit plans. As an equal opportunity employer, we value diversity in the workplace. PLATFORM was acknowledged as one of the insurance industry’s top workplaces in 2020 by Insurance Business Magazine. PLATFORM has ranked among the fastest growing companies across all industries in Canada for the past 3 years.