Lead the US IBA team in executing and managing insurance broking accounting practices. Collaborate with global teams, ensuring effective accounting operations and compliance.
Responsibilities
Lead onshore and offshore teams supporting across accounts payable, accounts receivable, and cash allocation activities.
Partner with Global IBA teams to ensure alignment with Group process standards.
Define operational requirements for new and existing processes, collaborating with key stakeholders.
Drive team performance by setting clear objectives, monitoring delivery, and ensuring service level agreements are consistently met.
Facilitate and lead team and business-unit meetings as required.
Ensure timely and accurate execution of cash matching, payment processing, and technical transactions.
Maintain accurate, up-to-date system records and deliver accounting operations, and KPI reporting to stakeholders.
Perform account reconciliations with markets and clients as required.
Respond to account-related inquiries promptly.
Monitor and assess regulatory and legal changes impacting IBA operations.
Requirements
In-depth understanding of the Bill-to-Cash lifecycle within an agency management system.
Hands-on Applied Epic (AppliedEPIC) tactical experience is highly desirable.
Proven experience in accounting operations, preferably within an IBA or comparable agency environment.
Demonstrated leadership capability with a strong track record of managing, developing, and motivating teams.
Exceptional planning, organizational, and project management skills with the ability to manage competing priorities effectively.
Comprehensive knowledge of financial systems, reconciliation processes, and general ledger management.
Proven ability to interpret, implement, and enforce policies and procedures with accuracy and consistency.
Strong communication skills with the ability to engage and influence stakeholders across all levels of the organization.
High level of integrity, sound judgment, and commitment to ethical financial practices.
Adaptability to regulatory changes and evolving business requirements in a dynamic environment.
Advanced proficiency in producing, analyzing, and interpreting financial and KPI reports to support decision-making.
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