This role blends traditional financial analysis with hands-on full-cycle accounting operations, trust account governance, and billing management. The successful candidate will ensure robust control over day-to-day student finance transactions while translating operational data into high-quality management reporting.The Financial Analyst will:
Financial Operations & Full-Cycle Accounting
Manage day-to-day accounts payable (AP), accounts receivable (AR), and foundational accounting data entry to support the monthly financial close process.
Execute routine banking procedures and oversee on-site office staff payroll, including part-time hours tracking.
Prepare and manage the day-to-day processing of regular student opt-outs via Electronic Funds Transfer (EFT) and physical cheques.
Invoicing, Billings & Remittances
Prepare, validate, and issue complex client invoices and billings across student platforms.
Manage, track, and execute precise premium remittances to insurance companies and carrier partners.
Maintain strict tracking schedules for all outstanding client balances and collections.
Trust Account Governance & Reconciliations
Take full ownership of the preparation, balancing, and documentation of monthly trust account reconciliations across approximately 30 distinct accounts.
Investigate and resolve variance anomalies between system data, bank statements, and ledger entries.
Reporting, Underwriting Support & Analysis
Review monthly financial results and key performance indicators (KPIs), identifying, investigating, and documenting variances in revenue and expenses.
Extract monthly claims-to-premium data directly from online insurer portals to update existing analytical templates.
Support the underwriting team by populating templates for the "Composition of Rates" internal pricing and evaluation process.
Analyze revenue streams and provide detailed breakdowns by commercial drivers (e.g., new business, product expansions, organic client growth, and terminations).
Management Reporting & Partnering
Perform variance analysis against budget and forecast models, uncovering root causes and key drivers impacting segment performance.
Partner with cross-functional stakeholders (Operations, IT, and Client Services) to eliminate data gaps, improve reporting quality, and enhance financial visibility.
Complete other ad-hoc analytical, operational, and financial tasks as required.
Experience: 3–5 years of progressive experience in a corporate finance, data analytics, or full-cycle accounting role. Prior experience managing high-volume reconciliations or trust accounting is highly desirable.
Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. Progress toward a CPA, CFA, or data analytics certification is considered a strong asset.
Technical Proficiency: Advanced proficiency in Microsoft Excel (including deep familiarity with Power Query, VLOOKUPs, and Pivot Tables) is mandatory. Experience with Power BI, ERP systems, or automated billing tools is a plus.
Attention to Detail: Exceptional numerical accuracy, structural precision, and a high attention to detail when executing manual workflows and reconciliations.
Communication & Collaboration: Strong interpersonal skills with the ability to build collaborative relationships with operational peers, insurers, and corporate accounting teams.
Independence: A self-starter mindset with the ability to manage time effectively, prioritize competing monthly deadlines, and work productively in a fast-paced environment.
What's in it for you:
Learn by working directly alongside industry experts in a growing business segment.
Comprehensive extended health care and dental benefits plan.
A retirement savings plan (RRSP) featuring matching company contributions.
A robust suite of corporate Health & Wellness offerings.
Dedicated mental health programs and support systems for you and your family.
Competitive base salary and total compensation package.
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members, and stakeholders.
We are committed to providing an inclusive, accessible environment, where all employees and clients feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected].
The base salary for this position is between $80,000 - $90,000 annually.
This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, etc.). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.
Skills Required
- 3-5 years progressive experience in corporate finance, data analytics, or full-cycle accounting
- Prior experience managing high-volume reconciliations or trust accounting
- Bachelor's degree in Finance, Accounting, Business Administration, or related field
- Progress toward CPA, CFA, or data analytics certification
- Advanced proficiency in Microsoft Excel (Power Query, VLOOKUPs, Pivot Tables) - mandatory
- Experience with Power BI, ERP systems, or automated billing tools
- Exceptional numerical accuracy and strong attention to detail
- Strong communication and collaboration skills with cross-functional stakeholders
- Ability to work independently, prioritize competing monthly deadlines, and be a self-starter
What We Do
People Corporation is a national provider of integrated, people-oriented HR solutions in Canada. Their mission is to reimagine traditional benefits by providing expert support in group benefits, health and wellness, disability management, wealth solutions, and human resources. They help both organizations and individuals make informed choices about their wellbeing, allowing them to reach their full potential and strengthen the communities they serve.
