Description

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.

Senior Accountant

Reporting to the Accounting Manager, the Senior Accountant is responsible for a portfolio of accounting responsibilities, recording journal entries, preparing account reconciliations, involvement in monthly and quarterly reporting as well as assisting in the preparation of the annual budget.

Key Responsibilities:

• Complete revenue coding for certain geographical locations

• Perform bank reconciliations

• Oversee accounts receivable process to ensure accuracy and completion

• Prepare internal monthly reporting by office and monthly expense analysis

• Assist in the preparation of monthly and quarterly group reporting requirements

• Prepare certain month-end general ledger account reconciliations

• Assist in the preparation of the annual budget

• Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees

Education, Experience and Skills

• Minimum of five years’ experience in accounting and financial reporting

• Undergraduate degree or diploma/certificate in a related field, e.g., Business Administration or Accounting and a professional accounting designation (CPA)

• Prior industry experience an asset, candidates directly from public practice will also be considered

• Full cycle accounting knowledge and an analytical mindset to be able to see beyond the numbers

• Outstanding attention to detail and proven accuracy

• Excellent written and verbal communication skills

• Strong organizational and time management skills with a proven ability to meet tight deadlines and manage multiple priorities

• Effective problem-solving capabilities

• A self-motivated, results driven individual with the ability to work independently while being committed to functioning as a team player

• Ability to work under pressure, maintaining a professional image and attitude

• Intermediate+ knowledge of Microsoft Office programs, particularly Excel and Power Query

• Experience with Dynamics Great Plains or Business Central would be an asset, at a minimum some large ERP system experience is required

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.