Financial Operations Specialist supporting finance processes and operations projects at HUB International. Ensuring compliance and accuracy in financial operations with collaboration across teams.
Responsibilities
Support and Maintain the Finance Processes and current Projects of the Operations/Finance Team through utilization and creation of functional effective workflows and project oversight.
Accounts Receivable – Manage accounts receivable function including working with Account Managers and Business Leads across the region to maintain AR, sending accounts to collections, address and reconcile issues as needed, escalating as appropriate
Monthly reconciliation of the region’s CVR Registry account.
Auditing and Maintaining EPIC data for Finance related accuracy.
Smart Portal NEE Liaison and Cleanup with SPG Team
Centralized Invoicing Backup/Resource Agency billing of client invoices within the agency management system using source documents for accuracy if needed as back up.
Understanding of Surplus Lines Taxes and filing with InsCipher and monthly reconciliation.
Finance Agreement Creations and Processing Operations related Projects
Requirements
Minimum for 3-5 years of experience in financial operations, accounting or a related role
2 years’ EPIC Agency Management System experience
Strong attention to detail and accuracy
Effective communication and interpersonal skills
Ability to manage multiple tasks and deadlines
Strong organizational and time management skills
Advanced Excel skills, including pivot tables, VLOOKUP, and data analysis
Ability to work both independently and as part of a team
Benefits
health/dental/vision/life/disability insurance
FSA
HSA and 401(k) accounts
paid-time-off benefits such as vacation, sick, and personal days
eligible bonuses, equity and commissions for some positions
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