Senior Financial Analyst

Aston Carter's large client in is seeking a Senior Financial Analyst to join their team! This individual will be responsible for all activities involved in the reconciliation and full cycle reporting. They will reconcile the full trial balance of accounts for applicable contracts, and will provide comprehensive financial and external reporting, as well as maintain the relationship with external financial teams. This role will ensure timely remittance of premiums and receipt of claims, in line with contract due dates, and they will also respond to all enquiries relating to the contract in a finance capacity, both internally and externally.

Key Responsibilities

• Premium Management - Ensure that premiums are collected into the correct trust bank and are reconciled against monthly report activity, with thorough follow-up on all variances. Propose corrective actions where needed.
• Prepare monthly reports for external release; ensure timely upload to carrier portals within contract deadlines on a continual basis and maintain audit evidence of successful upload.
• Manage the subledger accounts relating to the premium trust customers and vendors, ensure timely and accurate application of all payments. This includes coordinating with the internal accounting team to execute treasury activities and apply payments in the accounting system.
• Analysis of premium and claims activities in line with the trust bank account and associated balance sheet accounts, going beyond initial reconciliation to establish the story behind the transactions and data.
• Investigate mismatch issues in the finance system, inquiring into the GL, sales/AP or bank transactions.
• Report and data extraction, including reconciliation to various sources.
• Create reports to highlight issues, remediation actions and aging of non- remediation.
• Respond to internal & external reporting inquiries, including researching the root cause of any reporting issues.
• Establish and continually develop working relationships with insurance carriers and other external stakeholders, providing timely and accurate financial information that has been validated and is free of error.
• Complete complex account and reconciliations and analysis, using Excel and/or Great Plains GL.
• Identify and resolve issues independently, coordinating with the accounting team when needed to help support maintenance of the balance sheet.

Additional Skills & Qualifications

MUST HAVE

• CPA Designated
• 5+ years accounting/analysis experience - resolving variances through analysis
• Advanced Excel skills
• Strong communication skills - written/verbal
• Insurance reporting experience

NICE TO HAVE

• Power Query Experience
• Great plains Experience

Job Type & Location

This is a Permanent position based out of Calgary, AB.

Pay And Benefits

The pay range for this position is $100000.00 - $110000.00/yr.

Workplace Type

This is a hybrid position in Calgary,AB.

À propos d'Aston Carter

Aston Carter fournit des solutions de talent de classe mondiale à des milliers de clients à travers le monde. Spécialisés dans la comptabilité, la finance, les ressources humaines, l’acquisition de talents, les achats, la chaine d’approvisionnement, et certaines professions administratives, nous étendons les capacités des entreprises à la pointe de l’industrie. Nous nous appuyons sur notre profonde expertise en matière de recrutement et sur notre vaste réseau pour répondre aux besoins évolutifs de nos clients et de notre communauté de talents avec agilité et excellence. Avec des bureaux aux États-Unis, au Canada, en Asie et en Europe, Aston Carter est au service d’un grand nombre d’entreprises du classement Fortune 500. Nous sommes fiers d’avoir remporté la désignation « Prix Platine » dans le cadre des prix Best of Staffing® Client et Talent décernés par ClearlyRated.

Aston Carter est un employeur souscrivant au principe de l’égalité des chances et accepte toutes les candidatures sans tenir compte de la race, du sexe, de l’âge, de la couleur, de la religion, des origines nationales, du statut d’ancien combattant, d’un handicap, de l’orientation sexuelle, de l’identité sexuelle, des renseignements génétiques ou de toute autre caractéristique protégée par la loi.

Si vous souhaitez faire une demande d’accommodement raisonnable, tel que la modification ou l’ajustement du processus de demande d’emploi ou d’entrevue à cause d’un handicap, veuillez envoyer un courriel à [email protected] pour connaître d’autres options d’accommodement.

Ordonnance sur l’égalité des chances de San Francisco: Conformément à l’Ordonnance sur l’égalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.

Utilisation de l’intelligence artificielle (IA): Nous pouvons utiliser l’intelligence artificielle (IA) pour soutenir certaines étapes de notre processus d’embauche, notamment la recherche, la présélection et l’évaluation des candidatures. L’IA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.