Corporate Senior Accountant, Fiduciary Accounting

About Us

HUB International is a leading global insurance brokerage committed to protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop tailored solutions. Our structure allows our teams to maintain unique regional cultures while benefiting from corporate support and resources.

Position Overview

HUB International is seeking a Senior Accountant to join our Fiduciary Accounting team. Reporting directly to the Vice President of Fiduciary Accounting, this role supports fiduciary asset and liability processes, internal controls, and financial reporting.

Key Responsibilities

• Perform detailed calculation, processing, and reconciliation of fiduciary accounts receivable and accounts payable transactions.
• Ensure timely and accurate recording of fiduciary transactions in accordance with established policies and deadlines.
• Perform trust cash sweep calculations and reconciliations.
• Maintain fiduciary balances on an ongoing basis, identifying discrepancies and escalating or resolving issues.
• Support the VP of Fiduciary Accounting in reviewing and improving fiduciary workflows to enhance efficiency and accuracy.
• Aid in the documentation, testing, and maintenance of internal controls related to fiduciary accounting processes.
• Support compliance with applicable regulatory requirements, including SOX controls and insurance intermediary regulations.
• Collaborate with internal and external auditors by preparing supporting schedules, documentation, and responses to inquiries.
• Proactively identify control gaps and recommend process improvements to the VP of Fiduciary Accounting.
• Prepare fiduciary accounting reports and supporting schedules for management review and regulatory submissions.
• Ensure accurate recording, reporting, and reconciling of premium-related transactions in compliance with ASC 606 guidance.
• Assist in the preparation of month-end, quarter-end, and year-end close activities related to fiduciary accounts.
• Collaborate with underwriting, claims, and other business units to research and resolve accounting discrepancies.
• Conduct financial analysis to support the VP in decision-making, variance explanations, and strategic planning initiatives.
• Contribute insights and recommendations to continuously improve fiduciary accounting practices and reporting quality.

Qualifications

• Education & Certification: Bachelor's degree in Accounting, Finance, or a related field required. CPA designation or active pursuit of CPA certification strongly preferred.
• Experience: Minimum of 3 - 5 years of progressive accounting experience. Experience with premium accounting and cash flow processes for insurance intermediaries preferred. Familiarity with ASC 606, including commissions, fees, contingent commissions, and cancellation constraints. Experience supporting SOX compliance programs and internal control frameworks preferred.

Skills & Competencies

• Strong analytical and problem-solving skills with a high degree of attention to detail.
• Proficiency in accounting software and financial management systems; experience with large ERP platforms a plus.
• Excellent written and verbal communication skills, with the ability to clearly present findings to management.
• Ability to manage multiple priorities, meet deadlines, and work effectively in a collaborative team environment.
• Self-motivated with a continuous improvement mindset and the ability to work with minimal supervision.

Benefits

The expected salary range for this position is $80,000- $110,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International offers comprehensive benefits and total compensation packages including health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

EEO Statement

HUB International is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.