Job Description

Who we are

We're a Kelowna-based Third Party Administrator/Payor (TPA/TPP) transforming the health benefits space for employers, advisors, and members. While we deliver modern group benefits solutions, our foundation is technology-driven--focused on delivering fast, easy, and thoughtful experiences. We believe autonomy, complex problem-solving, and seeing the direct impact of your work leads to a fulfilling career. We pride ourselves on staying agile and avoiding the red tape of traditional corporate structures.

What we're looking for

We're looking for a

Controller

to join our leadership team and take ownership of all things finance. This full-time, permanent role is critical to maintaining the financial integrity of our business and ensuring fiduciary compliance in a trust-account-heavy, multi-client environment. You will bring a balance of strategic insight, hands-on financial operations, and the kind of attention to detail that keeps a fast-growing organization running smoothly.

Who you are

You're a confident and detail-driven financial professional with deep knowledge of accounting best practices--particularly in regulated or fund-based environments like insurance, healthcare, or financial services. You thrive in fast-paced, entrepreneurial settings and love the challenge of building structure as you scale. You're not just a numbers person--you think strategically, collaborate cross-functionally, and bring creative, outside-the-box thinking to solve financial and operational challenges. You see beyond spreadsheets and understand how finance connects to people, process, and growth.

What you'll do

Lead all accounting functions: GL, A/P, A/R, reconciliations, trust accounting, and payroll Manage monthly, quarterly, and year-end closings Ensure compliance with relevant financial regulations (including trust and client fund requirements) Partner with executives on budgeting, forecasting, and strategic financial planning Prepare internal financial reports & working papers, client fund reports, and audit-ready statements Oversee all tax filings, statutory reporting, and liaise with external auditors Monitor and enhance internal controls and risk management processes Continuously improve financial systems, tools, and reporting workflows Supervise and develop finance team members (currently 2), provide vacation backup as necessary Act as a liaison between finance and operations, ensuring client needs are met, errors/discrepancies are resolved in a timely manner and growth is supported

What you need

CPA designation (or in progress) 3 to 5 years of progressive accounting/finance experience Experience in a TPA/TPP, insurance, benefits administration, or other fund-handling environment Knowledge of trust accounting principles and financial regulatory frameworks Strong leadership, analytical, and communication skills Experience with financial software (e.g. QuickBooks, Sage, NetSuite) and advanced Excel skills An entrepreneurial mindset with a hands-on, solution-first approach Ability to work in a dynamic, evolving environment and manage multiple priorities

What we can offer

Competitive salary and performance incentives Full Group Benefits Plan Growth opportunities and leadership development Purpose-driven work with real impact

Job Type:

Full-time, Permanent

Schedule:

Monday to Friday 8-hour shifts No weekends

Location:

Kelowna, BC

Job Type: Full-time

Pay: $85,000.00-$110,000.00 per year

Benefits:

Casual dress Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance Paid time off Wellness program
Education:

Bachelor's Degree (preferred)
Experience:

Group Benefits or TPP/TPA Accounting : 3 years (preferred) Financial Software : 3 years (preferred)
Licence/Certification:

Chartered Professional Accountant (preferred)
Location:

Kelowna, BC (preferred)
Work Location: In person