Financial Operations Associate
HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. We are a team of entrepreneurs who empower clients by protecting businesses and individuals in our local communities. Our structure enables teams to maintain their own unique, regional culture while offering resources in both technology and industry expertise.
About the role
The Financial Operations Associate is responsible for providing a variety of operational accounting tasks and business analytics in the operations department. This role requires accurately computing, reporting, and verifying numerical data while ensuring adherence to company policies and general accounting principles.
Responsibilities
- Perform and report comparative periodic budget-to-actual variance analysis for specified branches and/or regions.
- Perform producer payable audits, resolve errors, prepare, and distribute monthly reports to specified payees.
- Prepare and analyze periodic and ad-hoc business management reports per management specifications.
- Research, track, and resolve (or properly refer) accounting or documentation problems and discrepancies.
- Perform recommended business management systems audits.
- Monitor premium finance agreement submission process to ensure timely funding.
- Establish and maintain effective communication and coordination with company personnel and management.
- Maintain regular contact with other departments to obtain and convey information and/or correct transactions.
- Assist the Accounting Department personnel as needed.
- Keep management informed of area activities and any significant problems.
- Perform other related duties as required or assigned, which may include limited team lead responsibilities for accounting principles, procedures, and reconciliation problems.
Requirements
- College degree in Accounting or Finance preferred.
- Less than 1 year of relevant experience.
- Some college (no degree) may be considered.
- Negligible travel required.
Benefits
- Competitive salaries and benefits offerings.
- Medical, dental, vision, and life insurance, plus voluntary insurance options.
- Health Savings Account funding.
- 401k matching program.
- Life and Disability Plans.
- Great work/life balance.
- Opportunity to be part of a motivated, winning team and learn from top talent in the industry.
- Growth potential as HUB continues to expand.
- A rewarding career that helps local businesses in the community.