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Finance Coordinator

The Mason Group Inc

Toronto, Canada

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$3 - $4 Posted: September 12th, 2025

Job Description

Finance Coordinator

Employment Type

Permanent

Location

Toronto (hybrid), Ontario

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Job Description:

Our client is a rapidly growing independent insurance brokerage known for its transparency, personalized service, and smart, tailored coverage solutions. They combine the agility of a boutique firm with the resources of a larger player, offering a unique opportunity to join a finance team that's deeply involved in strategic decision-making, not just number-crunching. If you're looking to grow your career in a dynamic, values-driven environment where your insights directly impact the company's future, this is the team to join.

Responsibilities of the Finance Coordinator include but not limited to:

  • Receive and Process incoming payments from Clients, Insurance & Finance Companies. (Cash, Cheques, Credit Cards, E-transfers and Online Bank Payments and EFTs)
  • Reconciliation and recording the daily bank activity
  • Assist with Applied Pay (CC payments in EPIC)
  • Manage return payments and follow up for replacement
  • Banking when needed
  • Process and Manage outside Financing (First Insurance Funding)
  • Manage Agency Bill Accounts Receivable and follow-up
  • Maintain and Manage accounts with Collection Agency
  • Process Client Refunds and Direct Bill Advances
  • Processing of Vendor Payables and Employee Expenses
  • Reconciliation of Direct Bill Commissions
  • Amex and Mastercard monthly reconciliations
  • Assist with month end closing
  • Other duties as assigned

    • TMGMS

    Job Requirements:

  • A post secondary diploma or degree from a recognized institution in the field of accounting and finance or business administration
  • Team player and the ability to work independently
  • Strong Analytical abilities and attention to details to ensure accuracy and follow through on discrepancies
  • Minimum 3-4+ years experience in accounting and finance
  • Computer proficiency with advance knowledge in Excel
  • Experience in the Insurance Industry would be an asset
  • CPA is an asset
    • Apply
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