Financial Analyst

FINANCIAL ANALYST

Southampton Financial Inc

Southampton Financial Inc is a value-added strategic investor in the Canadian property and casualty distribution space. We are the majority equity owner in several entities, including: Alteri Insurance, Onlia Insurance, Aha Insurance, Cheep Insurance and Southampton Underwriting Managers. Our goal is to build the insurance brokerage of the future by combining leading-edge technology with high-quality brokers catering to the overall insurance needs of Canadians by providing them with customized solutions to suit their individual needs.

At Southampton Group of Companies, we're not just merging companies; we're fusing expertise, innovation, and a relentless commitment to excellence. Our purpose is clear: to disrupt the insurance landscape in Canada. As we assemble a team of industry heavyweights, our goal is to make this vision a reality. In our collaborative, fast paced, and agile environment, we strongly believe in empowering every member of our team to take ownership of their role. Together, we're dedicated to building a best-in-class experience for our customers.

We're looking for a Financial Analyst to join our dynamic team at Southampton Financial Inc. In this role, you'll ensure the accuracy of financial reporting, analyze key performance metrics, and provide actionable insights that drive business decisions. You'll work cross-functionally in a fast-paced environment, supporting our mission to transform the insurance industry through innovation, collaboration, and financial excellence.

Key Accountabilities:

1. Ensure the accurate and timely completion of month-end closing activities.

2. Identify, investigate, and resolve accounting discrepancies and irregularities.

3. Reconcile commission receivables on direct bill policies, as well as premium receivables and payables on agency bill policies.

4. Prepare and analyze accounts receivable and accounts payable aging reports.

5. Reconcile and analyze intercompany transactions to ensure accuracy and completeness.

6. Prepare and reconcile balance sheet accounts on a monthly basis.

7. Conduct variance analysis on the general ledger, providing clear explanations for deviations from budget and forecast.

8. Support the preparation of financial management analysis reports and presentation materials.

9. Assist in the preparation of internal financial statements.

10. Liaise independently with external auditors to provide required documentation and support in a timely manner.

11. Assist with the preparation of corporate tax returns and related filings.

12. Perform other related duties and ad hoc financial analysis as assigned.

Qualifications and Competencies:

• Bachelor's degree in accounting, finance, commerce or equivalent professional experience
• CPA designation or working towards one.
• Minimum 2 to 5 years of experience in accounting or finance
• Experience within P&C insurance industry is preferred within a commercial/personal lines brokerages
• Experience within a multi-entity organization is preferred.
• Experience with Netsuite or similar ERP.
• Proficiency in Microsoft Office with Advanced level excel.
• Excellent interpersonal and communication skills, both verbal and written.
• Ability to work independently, exhibit critical thinking skills and self-motivated.

WORKING AT SOUTHAMPTON FINANCIAL INC

As part of our mission, we simplify the insurance experience and help clients find the best price out there – quickly & easily. We invest in top technologies, continuously improve our workflows, and innovate to be the best we can every day. And unlike a lot of companies, we prioritize both the client and employee experiences to make sure everyone is happy.

We encourage submissions from candidates who represent the various dimensions of diversity. We are committed to providing barrier-free and accessible employment practices.

Southampton Financial Inc is an equal-opportunity employer and provides accommodations upon request to ensure all candidates feel comfortable and supported throughout the selection process.

Job Type: Full-time

Pay: $80, $90,000.00 per year

Application Question(s):

• Do you have CPA designation or working towards one?
• Do you have minimum 2-5 years of experience in accounting or finance?
• Do you have experience working within property and casualty insurance industry?
• Do you have experience working with Netsuite or similar ERP?

Work Location: Remote