Job Description

ABOUT US

At HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is the 5th largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

About the Position:

This position reports to the Finance Director and is responsible for managing the local monthly P&L and Balance Sheet for an acquired company within the Specialty Program Group accounting center. Mange A/P and A/R, submit journal entries, perform balance sheet reconciliations and analysis and ensure compliance with GAAP and policies and procedures.

Essential Duties and Responsibilities :

• Execute month-end closing process by preparing journal entries and financial reports (P&L, trial balance, bank reconciliations, A/R reports)
• Manage payment processing
• Receive and verify payment information, including EFTs, wire transfers, and checks
• Accurately apply payments to customer accounts, invoices, or other relevant financial records
• Process claims, ensuring accurate and timely payments
• Manage payables owed to insurance carriers
• Reconcile carrier/broker differences in payments
• Manage A/R and collections for overdue payments
• Manage the premium audit processes by reviewing documentation and ensuring accurate and compliant financial records
• Regularly reconcile bank statements with payment records and general ledger to ensure accuracy and identify any discrepancies
• Create and file weekly, monthly, quarterly, and annual Surplus Lines tax reports for each state
• Perform balance sheet account reconciliations accurately and in accordance with company requirements
• Oversee various monthly accrual, true-up, settlement, bad debt calculations
• Demonstrate solid understanding of accounting principles, financial statements, and payment processing procedures

Qualifications:

• Bachelor’s Degree in Accounting
• CPA or pursuing CPA completion preferred
• Requires at least 5 years of experience in the accounting field
• Prefer at least 2 years team leadership experience
• Strong organization and record-keeping skills to maintain accurate and organized financial records
• Insurance experience a plus
• Proficiency with accounting software, payment processing platforms, and electronic banking systems
• Excellent written and verbal communication skills
• Advanced Excel skills required
• Strong analytical and problem-solving skills
• Ability to work under pressure to achieve deadlines
• High degree of accuracy with attention to detail
• Self-motivated and proactive
• Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment
• Must have flexibility of work hours and the ability to put in extra hours during peak times

JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International , you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.

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