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Financial Analyst

Jones DesLauriers Insurance Management Inc. is accepting applications for a Financial Analyst at our Mississauga location. We are looking for professional and courteous candidates who enjoy handling a variety of administrative tasks, possess exceptional organization skills, and have excellent communication skills. Ideal candidates will have a friendly, positive attitude, and show initiative in completing relevant job duties. Applicants must be able to work from 8:30am to 4:30pm Monday to Friday.

 RESPONSIBILITIES:

  • Monthly financial statement preparation and analysis
  • Account reconciliations
  • Creating an annual budget, and comparing current financial state to the budget
  • Handle expense accounts for our producers
  • Generate monthly sales reports
  • Send monthly broker statements
  • Apply broker payments
  • Reconcile monthly bordereaux (6)
  • Assist in completion of bordereaux (if time permits)
  • Maintain broker agreements (TOBA) – sending to new brokers and follow up for receipt/filing
  • Coordinate code corrections and/or investigations

REQUIREMENTS:

  • Post secondary education
  • Working towards a CPA designation is an asset
  • Knowledge of EPIC system is an asset
  • Previous experience working with an insurance company is an asset
  • Proficient computer typing skills and knowledgeable of MS Office Suite (Word, Excel, Outlook)
  • Professional in dress code and demeanor
  • Excellent communication (verbal and written) skills with a strong attention to detail
  • Team player, willing and able to adapt to change
  • Ability to be a self starter and prioritize tasks to meet deadlines
  • Ability to work in a fast paced/team environment with excellent organizational skills

Qualified candidates are invited to email their resume and cover letter to: careers@jdimi.com

We are committed to providing accommodation upon request for applicants and employees with disabilities.  If you require accommodation, we will work with you to meet your needs.