Job Description / Duties

Key Responsibilities include, but are not limited to:
• Manage day-to-day financial controls and ensure all financial reporting obligations are met in a timely manner, including all monthly, quarterly, and annual accounting and reporting requirements. Prepare the year-end financial reporting.
• Investigate, analyze, and prepare monthly account reconciliations and oversee accounts receivables and payables.
• Responsible for journalizing monthly transactions, reconciling data and bank statements, and responding to internal requests from division leaders and senior leadership.
• Manage cash flow/treasury – forecast inbound/outbound cash flows; oversee daily cash/credit management, and risk management.
• In partnership with the Executive Director, prepare and review detailed budgets and participate in the budget planning process.
• Create various reports comparing actual to budget variances for revenues and expenses relating to normal operations and improvement initiatives.
• Review, analyze, recommend, and implement solutions to improve accounting, IT, and administrative processes.
• Contribute to the business planning process and strategy development.
• Develop and manage departmental and overall budget.
• Research, analyze and prepare market analysis reports for the senior leadership team.
• Participate in confidential and special projects including but not limited to: business application changes; process improvements; new products; and industry opportunities.
• Develop strong working relationships with key vendors and business partners.
• Responsible for payroll and associated functions.
• Responsible for the oversight of information technology (IT) processes including: managing vendor relationships; hardware and software management; coordinating IT projects; handling IT-related concerns (internal and external); working with the Executive Director in determining IT strategy and subsequent strategy implementation; developing and leveraging data analytics programs to identify key growth opportunities.
• Responsible for the leadership of the administration team, including oversight, conducting performance reviews, and coaching team member development.

Qualifications / Required Skills

• Bachelor's degree in finance, accounting, business administration or related field.
• CPA designation preferred.
• 3+ years’ experience with accounting and financial management (in an insurance environment is considered an asset).
• Superior organizational skills, attention to detail, ability to prioritize tasks and work independently.
• Demonstrated creative and critical thinking skills as well as strong analytical, problem-solving, and decision-making skills. Proven strategic planning experience at a management level and a “big picture” thinker.
• Excellent oral and written communication skills with the ability to clearly present information effectively to both internal and external audiences and report writing skills.
• Demonstrated ability to prepare account reconciliations and conduct financial analysis.
• 2+ years’ experience leading a team with demonstrated leadership skills preferred.
• Possess an excellent can-do attitude and solid interpersonal skills.
• Intermediate knowledge using Microsoft Office including Excel, Outlook, and SharePoint.
• Self starter and takes initiative – will actively look to detect issues and resolve them.
• An understanding of information technology systems at an intermediate level is preferred.
• Understanding of and experience in the general insurance industry is preferred.
• Proficient in Applied Technology software (TAM and/or EPIC) is considered an asset.
• Accountable for actively and overtly embodying the “why”, vision and values of Winnipeg Insurance Brokers Ltd and act as an ambassador of the organization both with internal and external partners.

Additional Information

Perks & Benefits:

• Competitive salary and bonus program
• Group insurance benefits package
• Matched Group RRSP program
• Flexible work environment

Send your resume and cover letter to info@wpgins.ca. We thank all interested candidates, however only those considered for an interview will be contacted.

Contact Information

info@wpgins.ca

Employer Profile

Winnipeg Insurance Brokers Ltd. is a growing insurance brokerage in the Winnipeg market, dedicated to providing a consistent, exceptional experience for our clients that is simple, friendly, and engaging. We are looking for an energetic and driven individual to take on a senior leadership role within the organization as our Director of Finance, Technology, and Administration. Reporting to the Executive Director and guided by Winnipeg Insurance Brokers Ltd’s vision and values, the Director is responsible for the overall accounting functions of the organization as well as leading the IT and Administration divisions. This role will work closely in partnership with the Executive Director and the Director of Sales & Operations to successfully execute on the organization’s strategic plan which is centered on three primary factors: growth; the client experience; and the employee experience, all while keeping a keen focus on the adherence to cost and time budgets in effectively managing the organization’s bottom line. This position will be located at our head office location with some opportunity for a remote work arrangement.