Logo for Experior Financial Group

Finance & Accounting Co-Op

Role overview

Qualifications

  • Currently enrolled in a post-secondary program in Accounting, Finance, Business, or a related field.
  • Strong foundational knowledge of accounting principles, including debits and credits.
  • Advanced proficiency in Microsoft Excel, including formulas and VLOOKUPS.
  • Strong written communication skills, with the ability to prepare professional emails and reports.

Responsibilities

  • Assist with recording day-to-day banking transactions.
  • Enter accounts payable invoices and assist in preparing accounts receivable invoices.
  • Support journal entries, bank reconciliations, and collection of supporting documentation.
  • Help maintain accurate financial records through data entry in accounting software.

Key facts

Other skills

  • Microsoft Excel
  • Detail Oriented
  • Analytical Skills
  • Communication
  • Teamwork
  • Problem Solving
  • Time Management

About the company

Experior Financial Group logo

Experior Financial Group

Financial Services

At Experior Financial Group Inc., we work together, share common values and encourage growth and achievement. Join our talented, diverse workforce and launch a rewarding career. Whether you become an associate, sales manager, or have an entrepreneurial spirit and would like to learn about running your own branch office, a partnership with Experior Financial Group Inc. will help you succeed. 100% Canadian owned and operated company whose founders have a combined 30+ years in the financial services industry. Recently expanded in to the USA with our head office in Cheektowaga, New York. Our 3000+ team of well trained and licensed Financial Associates are available across North America to assist you with all of your insurance and investment needs. We offer training and mentorship to assist you in attaining your goals. If you are looking to lead an agency, manage a team or simply work at your pace we will give you all the tools you need to succeed and reach those goals. Certified a Great Place to Work in Canada, June 2023 to June 2024.

Company details

Company typeStartup
IndustryFinancial Services
Company size11 - 50

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Job description

Finance & Accounting Co-Op  

"Building financial foundations for families to empower them today and leave a legacy for tomorrow.” 

 

Experior Financial Group is looking for a motivated and detail-oriented Finance Co-Op Student to join our Finance team for a 4-month co-op term. This hands-on opportunity is designed for students looking to apply their accounting knowledge in a professional environment while gaining practical experience across a broad range of finance and accounting functions. 


We're looking for a student who is organized, detail-oriented, and eager to learnsomeone who enjoys working with financial data, is comfortable learning new technologies, and takes pride in producing accurate, high-quality work. The ideal candidate is dependable, collaborative, and ready to contribute as a valued member of the Finance team while developing practical accounting and professional skills. This role offers meaningful responsibility, mentorship, and the opportunity to make a tangible contribution while building a strong foundation for a career in accounting. 


Responsibilities: 

  • Assist with recording day-to-day banking transactions, escalating unusual or complex items to senior team members. 
  • Enter accounts payable invoices and assist in preparing accounts receivable and sponsorship invoices. 
  • Support journal entries, bank reconciliations, and collection of supporting documentation under the guidance of senior staff. 
  • Help maintain accurate financial records through accurate data entry in accounting software. 
  • Assist with payment processing tasks and helping set up garnishment records. 
  • Help process and track ring orders, chargebacks, and legacy documentation, supporting accurate recordkeeping and related communications. 
  • Respond to general internal and agent inquiries, escalating complex issues to appropriate team members. 
  • Help prepare and distribute recurring reports and regular communications.  
  • Monitor shared inboxes and route emails to the appropriate individuals for timely follow-up. 
  • Support data cleanup and record maintenance across financial systems and spreadsheets. 
  • Help organize and maintain financial and operational documentation to support compliance and recordkeeping. 
  • Assist with accounting department projects such as automation, dashboard creation, SOP documentation, and worksheet development. 

 

Qualifications: 

  • Currently enrolled in a post-secondary program in Accounting, Finance, Business, or a related field, with eligibility for a co-op or internship work term is required. 
  • Strong foundational knowledge of accounting principles, including debits and credits, accounts payable/receivable, journal entries, and basic financial statements. 
  • Advanced proficiency in Microsoft Excel, including formulas, VLOOKUPS, and pivot tables. 
  • Highly organized with exceptional attention to detail and the ability to maintain accuracy when working with financial data and documentation. 
  • Demonstrated ability to manage multiple priorities, meet deadlines, and maintain well-organized records in a fast-paced environment. 
  • Strong written communication skills, with the ability to prepare professional emails, documentation, and reports. 
  • Comfortable learning new technologies and business systems; experience with ERP/ accounting platforms such as NetSuite, QuickBooks, or similar systems is an asset. 
  • Strong analytical and problem-solving skills, with the ability to investigate discrepancies and escalate issues appropriately. 
  • Proactive and curious mindset, with a genuine interest in identifying opportunities to improve processes, increase efficiency, and enhance data accuracy. 
  • Dependable, professional, and able to handle confidential financial information with discretion. 
  • Collaborative team player who works effectively with colleagues across departments and is receptive to feedback and coaching. 
  • Self-motivated with a willingness to take initiative and contribute beyond assigned tasks. 

 

What Experior Financial Group Inc. can offer you:  

  • A meaningful co-op experience where you'll gain hands-on exposure to accounting, finance, and business operations in a growing organization. 
  • Opportunities to work alongside experienced professionals and leaders who are committed to supporting your learning and development. 
  • Mentorship, coaching, and ongoing feedback to help you build practical skills and prepare for your future career. 
  • Exposure to business systems, financial processes, and continuous improvement initiatives that will strengthen your technical and professional capabilities. 
  • A collaborative, supportive team environment where your ideas and contributions are encouraged and valued. 
  • Flexible work arrangements, including remote or hybrid opportunities. 
  • The opportunity to build your professional network. 
  • A workplace culture built on integrity, respect, collaboration, and continuous improvement. 

 

 

Pay Rate: $18.40/hr to $24.00/hr  

  

Experior Financial Group, Inc. is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law. Reasonable accommodations will be provided to qualified individuals with disabilities upon request. 


Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026! 


Compensation$18.40/hr to $24.00/hr USD

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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