The Travel Agent Next Door is Canada’s largest host agency supporting the retail travel industry, specializing in the home-based travel agent, medium to small size agencies, and agencies that would like to start their own home-based business.
The Travel Agent Next Door provides support to agents including marketing, websites, social media, and access to a broad range of programs and tools and hosts events across Canada. The company has a head office in downtown Toronto with over 1,900 home-based agents across Canada.
Mission Statement
Our team empowers you to become a successful entrepreneur by providing MORE™ knowledge, MORE™ resources, and MORE™ tools for you to succeed. Our personalized approach and unwavering support are dedicated to your success, every step of the way.
Job Description
We are seeking a detail-oriented and analytically driven Finance Systems & Revenue Operations Analyst to join our team. This is a highly specialized hybrid role encompassing three core areas of responsibility: documenting our current accounting and invoicing system to enable the development of a new platform, capturing the CRM functionality embedded in our invoicing system to inform a future CRM solution; managing the financial accounting and reconciliation of all company events; and owning the tracking and reconciliation of sales targets and override commissions across our full supplier portfolio. The successful candidate will be equally comfortable translating complex accounting workflows into precise technical documentation and performing detailed financial reconciliations with a high degree of accuracy.
Key Responsibilities
In this role, you will support finance systems documentation, event budget accounting, and supplier revenue reconciliation. Key responsibilities include:
- Working with senior members of the team to document current accounting, invoicing, and CRM-related workflows to support future system development.
- Map how financial, client, invoice, and transaction data is entered, stored, reported, and used across the business.
- Gather business requirements by working with accounting, operations, sales, leadership, and IT teams.
- Prepare clear process documentation, workflow maps, data specifications, and user requirements for new system design.
- Support system implementation through testing, user guides, training materials, and change tracking.
- Build, monitor, and reconcile budgets for company events, including conferences, road shows, training programs, supplier events, and staff events.
- Track event revenues and expenses, process invoices and reimbursements, and maintain accurate financial records.
- Prepare post-event financial summaries, budget-to-actual variance reports, and recommendations for future event planning.
- Track supplier sales targets, production commitments, override thresholds, and commission entitlements across the supplier portfolio.
- Reconcile supplier override payments, investigate discrepancies, follow up on outstanding amounts, and prepare supplier performance reports for management.
Qualifications
Education
- Post-secondary diploma or degree in Accounting, Business Administration, Finance, or a related field required.
- Additional coursework or certification in Business Analysis, Information Systems, or a related discipline is a strong asset.
- CPA designation (or active progress toward designation) is an asset but not required.
Experience
- Minimum 2–4 years of relevant experience in an accounting, finance, or business operations role.
- Demonstrated experience in process documentation, systems analysis, or business requirements gathering — ideally within a finance or accounting context.
- Experience with event budget accounting and reconciliation, including tracking revenues and expenditures and producing post-event financial summaries.
- Experience working alongside or in support of an IT development or systems implementation project is highly desirable.
- Experience with CRM systems or CRM documentation — including mapping data structures, workflows, and user requirements — is a required asset.
- Experience with supplier contract management, override commission structures, or travel industry supplier relationships is a strong asset.
- Experience with sales target tracking and commission reconciliation — including identifying and resolving discrepancies with external parties — is a strong asset.
- Experience with customer service and vendor relationships.
Technical Skills
- Proficiency in accounting software (QuickBooks, Sage, NetSuite, or equivalent); experience with multiple platforms is an asset.
- Strong working knowledge of Microsoft Office Suite — particularly Excel (pivot tables, reconciliation formulas, financial modelling) and Word.
- Experience with process mapping or business analysis tools (Visio, Lucidchart, or similar) is an asset.
- Familiarity with project management tools (Asana, Monday.com, Trello, or similar) for project and workflow tracking.
If you are passionate about your work, like to be in the driver seat of your own projects, and value to work in a team-oriented environment, we would love to hear from you! To apply for this position, you must include a cover letter illustrating why you feel you are the right fit for this role.
This is a hybrid role based out of Toronto, ON.
Job Types: Full-time, Permanent
Benefits:
- Dental care
- Extended health care
- RRSP match
- Vision care
Work Location: Hybrid remote in Toronto, ON M5J 1R7
