Senior Finance Analyst

Job summary

The Senior Finance Analyst will oversee financial operations across multiple entities, including managing the month-end close process and preparing financial statements. They will also support the CFO with budgeting, forecasting, and strengthening internal controls to ensure regulatory compliance.

Job details

About Modular Solutions Founded in 2015, Modular Solutions delivers innovative technology to the insurance industry. Our modular, fully integrated platform enables insurers, mutuals, MGAs and brokers with programs with the ability to manage their entire operations seamlessly through a single software solution. Designed to be affordable and configurable, our platform empowers businesses to innovate, adapt and thrive in an evolving and competitive market. This role will initially support two separate operating businesses, with the opportunity to grow in scope as the organization evolves. Position Summary We are seeking an experienced and capable Senior Finance Analyst to work directly with the CFO in overseeing the financial operations of multiple separate entities. This is a senior-level role suited for someone ready to take ownership of core accounting and reporting functions, strengthen financial controls, and contribute to strategic financial decision-making across multiple businesses. The successful candidate will gain exposure to a variety of operating models and financial structures, with a clear development path toward stepping into a Controller role within 12–18 months. The ideal candidate combines strong technical accounting expertise with sound judgment, initiative, and the ability to operate independently in a multi-entity environment. Key Responsibilities Support the CFO in overseeing financial operations across three independently incorporated businesses under common ownership. Take ownership of the month-end close process for each entity, ensuring accuracy and timeliness. Prepare monthly financial statements and provide meaningful analysis of results and variances. Assist with quarterly financial reviews and preparation of reporting materials for leadership discussions. Contribute to the annual budgeting and forecasting process for each business. Monitor financial performance and provide ongoing reporting on the financial condition of each entity. Strengthen internal controls and identify process improvements to increase efficiency and accuracy. Ensure compliance with all tax and regulatory requirements (GST, PST, corporate filings, etc.). Manage intercompany transactions where applicable and ensure proper documentation. Oversee or support transactional accounting functions, including journal entries, reconciliations, and cash management. Support tax planning and financial structuring initiatives as the businesses grow. Maintain strict confidentiality of financial information and strategic plans. Use and learn all organizational technology systems as defined by the company. Perform other duties as required to support the CFO. Required Qualifications CPA designation (completed or near completion) strongly preferred. 5+ years of progressive experience in accounting, finance, or controllership functions. Strong understanding of full-cycle accounting and financial statement preparation. Experience leading or heavily owning month-end close processes. Experience working with multiple entities or complex corporate structures is considered an asset. Strong knowledge of internal controls and compliance requirements. Proficiency in QuickBooks and advanced Microsoft Excel skills. Experience with budgeting, forecasting, and variance analysis. Ability to operate independently and prioritize across multiple businesses. High level of integrity and discretion. Clear interest in growing into a Controller role. Proven experience working within the insurance industry is required for this role. Why Join Modular Solutions? We’re more than just a workplace – we’re a supportive, growth-minded community. We are a fully remote company that still values real human connection. We collaborate virtually day-to-day and come together periodically for in-person team meetings and events. You’ll be joining a passionate and knowledgeable team where you can be yourself, work on projects you’re passionate about, and grow your career with colleagues who have your back no matter where you’re located. Some of the benefits and perks of working with us include: Be part of a rapidly expanding company with a cutting-edge platform that’s transforming how insurance is done. Work alongside a dedicated, passionate team of insurance and technology experts. Regular team building events and virtual/in-person meet-ups. Extended health, dental, and vision benefits to keep you and your family well. Access to an Employee and Family Assistance Program (EFAP) for wellness and personal support. Annual professional development allowance to support your learning and career growth. Extra time off is provided beyond the standard statutory holidays and vacation. Recognition and rewards for accomplishments and career milestones. Share Appreciation Rights program giving you a stake in the company’s success. A team that values connection, both online and in-person, with a flexible, remote work environment. To Apply: Please submit your resume and a brief cover letter outlining your relevant experience and what excites you about this opportunity. We thank all applicants for their interest; only those selected for an interview will be contacted.

What you’ll do

The Senior Finance Analyst will oversee financial operations across multiple entities, including managing the month-end close process and preparing financial statements. They will also support the CFO with budgeting, forecasting, and strengthening internal controls to ensure regulatory compliance.

Requirements

Candidates must hold a CPA designation and possess at least 5 years of progressive experience in accounting or finance. Proven experience within the insurance industry and proficiency in QuickBooks and Microsoft Excel are required.

Benefits

• Extended health benefits
• Dental benefits
• Vision benefits
• Employee and Family Assistance Program
• Professional development allowance
• Share Appreciation Rights program
• Flexible remote work environment

Listed skills

• Budgeting · Preferred
• Financial Reporting · Preferred
• Compliance · Preferred
• Microsoft Excel · Preferred
• Financial analysis · Preferred
• Month-End Close · Preferred
• Forecasting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial reporting
• Month-end close
• Full-cycle accounting
• Financial analysis
• Budgeting
• Forecasting
• Internal controls
• Compliance
• QuickBooks
• Microsoft Excel
• Variance analysis
• Cash management
• Tax planning
• Multi-entity accounting
• Full Cycle Accounting
• Financial Controls
• Insurance Industry
• Growth Mindedness
• Month-End Closing
• Variance Analysis
• Accounting
• Internal Controls
• Strategic Planning
• Cash Management
• Decision Making
• Confidentiality
• Finance
• Financial Statements
• Leadership
• Innovation
• Operations
• QuickBooks (Accounting Software)
• Tax Planning
• Team Building
• Technical Accounting
• Process Improvement

Job areas

• Finance & Accounting
• Management & Leadership
• Technology
• Finance Analyst
• Financial Analyst (General)
• Financial Analysts
• Financial and Investment Analysts

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