Accounts Receivable Analyst - Broker Accounts

OPTIOM INC.

Accounts Receivable Analyst — Broker Accounts

Finance  •  Calgary, AB  •  Hybrid  •  Full-Time

Bring precision to the relationships that power our business.

If you are someone who finds satisfaction in getting the numbers right the first time, who communicates as clearly in an email to a broker as in a spreadsheet, and who approaches every discrepancy as a puzzle worth solving, this role was designed for you.

Optiom is hiring an Accounts Receivable Analyst, Broker Accounts to join our Calgary finance team. This is a hands-on, relationship-facing role at the intersection of financial operations and broker services. You will own the preparation of broker and dealer statements, reconciliations, and payments, while serving as a trusted point of contact for the external partners who matter most to our business. Your work will feed directly into month-end close, and contribute to the continuous improvement of the processes that keep Optiom's financial operations running at the standard Aviva expects.

Who You Are

You may have come up through accounting, finance operations, or a broker-facing support role. What matters is that you bring real experience with the mechanics of accounts receivable; statements, reconciliations, payments, and the communication skills to handle external partner inquiries professionally and without escalation. You take initiative, document your work, and look for ways to make the next cycle cleaner than the last.

You Bring

• 3–5 years of accounts receivable, finance operations, or broker/dealer accounting experience
• Intermediate to advanced Excel skills — this is a daily tool and proficiency is required
• Demonstrated ability to prepare and reconcile high-volume financial statements with precision
• Clear, professional written and verbal communication — you correspond with external brokers and dealers regularly
• Strong organizational skills: you manage competing deadlines, multitask without losing accuracy, and follow through without prompting
• A degree in Accounting or a related field, or equivalent demonstrated experience
• Experience in ERP systems such as Sage 300 is an asset
• Familiarity with data analysis tools is an asset

Bonus Points For

• Direct experience preparing broker, agent, or dealer commission and incentive statements
• Background in insurance, financial services, or MGA operations
• Experience supporting month-end close in a regulated or audit-ready environment
• Proven track record of identifying and implementing process improvements in a finance function
• Familiarity with premium financing or specialty insurance accounting workflows

Who We Are

Optiom is a specialty insurance Managing General Agency (MGA) and a wholly owned subsidiary of Aviva Canada, one of the country's largest property and casualty insurers. We design and distribute specialty vehicle replacement and protection products through a national network of broker and dealer partners — embedded at the point of vehicle financing and leasing across Alberta, British Columbia, and Ontario.

We are a team of specialists who take pride in what we build and how we serve. Our products protect Canadians in moments that matter, and our people are the reason our broker partners trust us. Joining Optiom means joining a business with strong backing, a clear purpose, and real room to grow.

Our Finance team plays a central role in that promise — ensuring our broker relationships are supported by accurate, timely, and professional financial operations. If you want to build deep expertise in specialty insurance finance while working alongside people who hold themselves to a high standard, this is the team to join.

Inclusion and Equal Opportunity Employment

At Optiom, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their authentic selves to work.

We also strive to provide an accessible candidate experience for prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

AI Use in Screening:  Optiom uses AI tools to assist with initial application screening. All final hiring decisions are made by Optiom's human hiring team.

Work Environment:  Hybrid — Minimum 3 days in office per week | Calgary, AB | 37.5 hours/week