Financial Analyst

at  Programmed Insurance Brokers Inc

POSITION OVERVIEW

Programmed Insurance Brokers Inc. “PIB” is looking for a motivated individual with strong technical and organizational skills to
join our Finance Team, in our Elmira, Ontario office. As a member of our team, you will enjoy a positive work environment,
professional training, and competitive compensation. We promote work/life balance.

ABOUT US

Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency,
established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB
offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized
approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence
over the years.
No matter how small or how large your insurance or financial planning needs are - whether you have a personal or
corporate need - we can help you find an insurance or financial solution that will work for you.
Wealth Management & Financial Planning
Commercial Business Solutions
Group Benefits & Group Retirement Services
Life Insurance & Living Benefits
Home & Auto Insurance

QUALIFICATIONS

Bachelor’s degree in Accounting, Finance, or related field
Recently completed CPA designation – in progress candidates will be considered dependent upon which
Competency Areas are still in progress
3-5 years’ work experience preferably in a financial/insurance environment
Proficient in Microsoft Office suite of products, with emphasis on strong Excel skills (macros, pivot tables, look-ups,
and filtering), PowerBI experience an asset
Proven analytical and problem-solving skills
Highly organized, detail oriented, proactive, and ability to multitask
Strong performer with track record of implementing controls and efficiencies
Ability to develop and maintain positive and collaborative relationships within Finance and across the organization
Strong analytical and inquiry skills to understand operational processes and constraints

Monthly Reporting & Analysis:
Responsible for monthly and ad hoc journal entries including qualitative and quantitative backup
Prepare monthly account reconciliations; owning the account balances and being able to identify anomalies
and address questions
Detect errors, omissions and inconsistencies in data; investigate and resolve discrepancies
Provide recommendations on efficiencies, standards and improvements related to financial processes and/or
systems
Annually review existing process documentation and make updates
Participate in annual specified procedures audit
Assist with creating and maintaining support for monthly KPI reporting
Assist with preparation of regulatory filings and tax filings
Collaborate with people inside the organization
Participate fully as a member of the team, promote team effectiveness and contribute to a positive work
environment
07.29.24
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Ad hoc projects and support to the rest of the Finance Team
Modernization Projects:
Help develop and maintain tools to support, simplify and automate processes inclusive of extracting detailed data
from administrative systems
Provide recommendations to improve effectiveness and/or efficiency of business and finance processes and
controls
Respond to ad hoc business inquiries
Help ensure that controls are designed and operating effectively to mitigate financial and reputational risk