Legal advisor on commercial mortgage loans supporting Lincoln’s Investments Legal Team. Providing legal expertise on transactions and collaborating with business teams on compliance and strategy.
About the role
- 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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