Financial Operations Specialist

Overview

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. This includes working across the region and corporate teams to understand and obtain insight into best practices to recommend and develop for NEE. Assess core function key themes to recommend and develop continuous improvements. Role requires keen attention to detail, strong analytical skills, and effective communication skills.

• Financial Operations:
  Utilizing, creating and delivering functional, effective workflows to ensure team is current on Operations Finance related tasks.
• 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.
• Examples of projects in this area:
  • Manage and audit Producer information and PR  input in EPIC, Agency Management System.
  • Monthly audit of NEE’s Hub 2 Hub handshake deals
  • Smart Portal NEE Liaison and Cleanup with SPG Team
  • Producer threshold project including review of policies and help with cleanup in EPIC

• Tracking and follow up of Open $activities for the NEE Region, including help with resolution.
• Includes managing overall $activity status for the region and assignment as needed
• Participation in all Hub HFC Advisory Group Updates/Meetings

• 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 Ins Cipher and monthly reconciliation.
• Finance Agreement Creations and Processing

• Support of current and future Operations Projects
• Drive process improvements by creation and analysis of workflows, best practices, for service team as needed

Additional duties and projects as identified by COO, Director of Operations and the Financial Operations Manager.

• 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
• May require travel

The expected salary range for this position is $54,933 - $106,666 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 is proud to offer comprehensive benefit and total compensation packages: 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.

Department Accounting & Finance

Required Experience:

2-5 years of relevant experience

Required Travel:
Negligible

Required

Education:

High school or equivalent

HUB International Limited 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.

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