Finance Officer
Core
Manage end-to-end Accounts Payable and Receivable processes, process daily payments, and deliver monthly client reporting for insurance clients.
Role type
Finance Officer (AP/AR focus)
Builds
Financial records, payment processing, and client reports for insurance clients
Domain
Insurance / Financial Operations
Required skills
AP/AR process management, daily payment processing, trust account reconciliation, bank reconciliation, D365 (MS Dynamics), advanced Excel, analytical numeracy, problem-solving, written and verbal communication, stakeholder management, project support, process improvement
Preferred skills
Commerce, Accounting or Business degree
Technologies
D365, MS Office, Excel
Responsibilities
Manage end-to-end AP and AR processes for insurance client accounts, Process a high volume and validate daily payments, Complete trust account reconciliations, Perform daily bank reconciliations and post transactions in D365, Deliver monthly client reporting (WD2), Maintain debtor levels through proactive follow-up, Support finance-related projects including system integration testing, Identify process improvements to enhance accuracy and efficiency
Seniority
Mid-level, hands-on IC
