Top Benefits
About the role
Platform is a national employee-owned risk advisor helping Canada's 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. It's 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 Canada's real economy, including Construction & Development, Real Assets, Natural Resources, and Industrials.
YOUR IMPACT AT PLATFORM
The Director leads Platform's 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
Bachelor’s 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 industry’s 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 hr@platforminsurance.com
This posting is for a new position at Platform.
The salary range for this position is $130,000 – $160,000.
We are a business built on our people and culture; it's 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.
About PLATFORM
PLATFORM stands at the forefront of navigating complex landscapes, offering unparalleled expertise in tailoring effective risk transfer solutions to meet both your general insurance and complex risk needs. With deep roots in construction, real estate, and other key industry verticals with our expanding team of professional advisors, our approach goes beyond mapping exposures; we are dedicated to helping our clients manage the increasing volatility of risks and enhancing their risk maturity. This drives better business outcomes, ensuring our clients are protected and positioned to thrive in an ever-changing environment.
Whether it’s crafting a comprehensive package for a local contractor, negotiating intricate terms for a large-scale infrastructure project, or restructuring and optimizing your global employee benefits program, our team deals with a wide spectrum of challenges and will collaborate closely with you to safeguard your business. We take pride in our consultative methodology, offering insight into insurance products our clients wish to acquire. We believe that knowledge is power ‒ especially when it comes to protecting your investments. As your broker, we ensure that you have a thorough understanding of your coverage, empowering you to make informed decisions.
Our goal is to provide our clients with a foundation for protection, growth, strategic advantage, and unwavering reliability. We believe that building business partnerships on these cornerstones fosters strong, mutually beneficial relationships that deliver both immediate and enduring advantages. By choosing PLATFORM, you gain a partner with a proven track record and the expertise necessary to equip your team with the advice, resources, and protection your business and assets demand. With us by your side, you can focus on your core operations, confident in the knowledge that your risk management needs are in capable hands.
Similar Jobs
Top Benefits
About the role
Platform is a national employee-owned risk advisor helping Canada's 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. It's 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 Canada's real economy, including Construction & Development, Real Assets, Natural Resources, and Industrials.
YOUR IMPACT AT PLATFORM
The Director leads Platform's 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
Bachelor’s 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 industry’s 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 hr@platforminsurance.com
This posting is for a new position at Platform.
The salary range for this position is $130,000 – $160,000.
We are a business built on our people and culture; it's 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.
About PLATFORM
PLATFORM stands at the forefront of navigating complex landscapes, offering unparalleled expertise in tailoring effective risk transfer solutions to meet both your general insurance and complex risk needs. With deep roots in construction, real estate, and other key industry verticals with our expanding team of professional advisors, our approach goes beyond mapping exposures; we are dedicated to helping our clients manage the increasing volatility of risks and enhancing their risk maturity. This drives better business outcomes, ensuring our clients are protected and positioned to thrive in an ever-changing environment.
Whether it’s crafting a comprehensive package for a local contractor, negotiating intricate terms for a large-scale infrastructure project, or restructuring and optimizing your global employee benefits program, our team deals with a wide spectrum of challenges and will collaborate closely with you to safeguard your business. We take pride in our consultative methodology, offering insight into insurance products our clients wish to acquire. We believe that knowledge is power ‒ especially when it comes to protecting your investments. As your broker, we ensure that you have a thorough understanding of your coverage, empowering you to make informed decisions.
Our goal is to provide our clients with a foundation for protection, growth, strategic advantage, and unwavering reliability. We believe that building business partnerships on these cornerstones fosters strong, mutually beneficial relationships that deliver both immediate and enduring advantages. By choosing PLATFORM, you gain a partner with a proven track record and the expertise necessary to equip your team with the advice, resources, and protection your business and assets demand. With us by your side, you can focus on your core operations, confident in the knowledge that your risk management needs are in capable hands.