Platform is a national employee-owned risk advisor helping Canadas real economy turn risk into resilience. Our differentiated value comes from our deep industry expertise risk intelligence and disciplined execution. We are a business built on our people and culture. Its at the heart of everything we do. We transform insurance from a safeguard into a strategic advantage.

Founded in 2014 Platform has grown to over 210 employees with a national footprint spanning offices in Toronto Calgary Vancouver Edmonton Kitchener Ottawa Montreal and Thunder Bay. We serve clients across Canadas real economy including Construction & Development Real Assets Natural Resources and Industrials.

YOUR IMPACT AT PLATFORM

The Director leads Platforms Premium Accounting function. This role owns premium receivable operations carrier statement reconciliations trust accounting compliance sales tax obligations and financial controls. This role sets the vision and standards for the function drives process maturity and automation and partners with executive leadership external auditors and cross-functional stakeholders to ensure accurate financial reporting regulatory compliance and operational excellence.

Financial Operations & Reporting

Present regular reporting analytics and strategic recommendations to the executive team as required.
Establish monitor and report on enterprise KPIs for premium receivables collections reconciliations and trust position translating results into actionable insights for executive leadership.
Oversee carrier statement reconciliations and lead resolution of complex or historical discrepancies; implement enterprise-level controls to prevent recurrence.
Direct the accurate and timely execution of sales tax remittances and related regulatory filings.

Team Leadership & Oversight

Lead mentor and develop the Premium Accounting team building a high-performing and collaborative organization.
Establish talent strategy succession planning workforce capability and career development pathways for the function.
Set performance objectives drive accountability and foster a culture of ownership service excellence and continuous improvement.

Stakeholder Engagement & Issue Resolution

Act as the senior escalation point for complex billing carrier and cross-departmental issues driving resolution and accountability.
Partner with Sales Operations IT and other Finance leaders to align processes resolve systemic issues and drive enterprise-wide improvements.
Represent Premium Accounting with carriers auditors regulators and other external stakeholders as required.

Process Management Projects & Optimization

Lead the strategic direction and execution of process improvement automation and system transformation initiatives within Premium Accounting.
Champion the effective use and optimization of the EPIC system and evaluate/implement complementary tools (e.g. reconciliation AP automation analytics platforms).
Sponsor cross-functional projects to enhance accuracy timeliness scalability and controls in premium accounting and financial reporting.
Ensure all key processes are supported by current manager-level SOPs and a robust control environment.

Compliance & Controls

Design implement and continuously enhance the internal control environment governing Premium Accounting activities.
Ensure adherence to legal regulatory and company policies and support the enterprise risk management framework.
Establish governance forums and reporting to provide transparency to senior leadership on operational performance control effectiveness and emerging risks.

EDUCATION EXPERIENCE & QUALIFICATIONS

Bachelors degree in Accounting Finance Economics or a related field (CPA or equivalent designation preferred).
Minimum of at least five years of progressive experience in premium accounting accounts receivable or finance including supervisory experience.
Deep expertise in insurance brokerage operations trust accounting carrier reconciliations and provincial/federal tax compliance.
Proven track record leading finance transformation system implementations and process automation initiatives.
Advanced proficiency in Microsoft Excel and hands-on experience with EPIC or comparable insurance/broker ERP systems; experience with BI/analytics tools (e.g. Power BI) is a strong asset.
Strong strategic thinking executive presence and stakeholder management skills with the ability to influence at the executive level.
Excellent communication problem-solving and organizational skills with strong judgment in navigating complex regulatory operational and financial matters.

WHAT WE CAN OFFER

Platform offers competitive salaries and benefit plans. As an equal opportunity employer we value diversity in the workplace. Platform was acknowledged as one of the insurance industrys top workplaces in 2020 by Insurance Business Magazine. Platform has ranked among the fastest growing companies across all industries in Canada for the past 3 years.

HOW TO APPLY

Thank you for your interest. Please forward resumes to

This posting is for a new position at Platform.

The salary range for this position is $130000 $160000.

We are a business built on our people and culture; its at the heart of everything we do. While we may use artificial intelligence to help review and assess applications every stage of our hiring process is guided by personal interaction and the trust we build with each candidate.

Please visit our careers page to see more job opportunities.