OBJECTIVE

　　Reporting to the Director, Operational Control and Reporting (OCR), the role of the Senior Analyst, Operational Control and Reporting is to support the Director in the day-to-day management of the OCR processes, providing a layer of internal control to mitigate risk to the business. Through vigorous reconciliation of accounts, review of monthly transaction cycles, tracking of variances and identification of process improvements the Sr. Operational Control and Reporting Analyst will be involved in all aspects of the monthly OCR workflows. The role involves working with other OCR team members, Corporate Finance, and various HCC departments to create efficiencies in processes and, where applicable, redesign processes to enhance and streamline transactional workflows utilizing the software tools available.

　　KEY RESPONSIBILITIES

　　Understand, review and advise on monthly carrier statement reconciliations to the broker management system (BMS)

　　Assess and validate completeness of data

　　Understand the nature of correcting entries, identify recurring issues and provide recommendations to reduce the quantity of adjustments through process and system enhancements

　　Work with Operations to eliminate any issues identified above to improve system data integrity

　　Monitor, validate, and reconcile broker commission payments, internal producer payments, joint venture payments, agency bill receivables and payments and any other receivable/payable related items

　　Assist with Agency bill accounts receivables, as needed

　　Conduct and provide input to balance sheet reviews and reconciliations in conjunction with corporate finance

　　Maintain revenue and commission expense models for HCC business units

　　Develop a solid understanding of all HCC revenue streams to aid in modelling and projections

　　Prepare various analysis on revenue and expenses, as required

　　Track variances in monthly reporting vs budget, forecast, and prior year actuals

　　Prepare and distribute daily, weekly, and monthly reporting to customers and business partners

　　Work with other team members to create efficiencies in processes and, where applicable, redesign processes to enhance and streamline workflows utilizing the available software tools

　　Provide support to the monthly forecast and annual budgeting process

　　Act as liaison between the OCR team and Corporate Finance

　　Other duties identified by the Director of OCR to support the day-to-day management of the department

　　REQUIRED SKILLS AND QUALIFICATIONS

　　University Degree in Accounting

　　3+ years’ work experience in an intermediate or senior analyst role

　　Strong knowledge of Excel and other Microsoft Office tools

　　Understanding and knowledge of QuickBooks is an asset

　　Strong knowledge of reconciliation process and principles

　　Ability to develop and advise on internal control structures

　　Experience in the insurance industry is an asset

　　Understanding of or experience with Broker Management Systems an asset

　　High degree of professionalism and ability to handle confidential and sensitive information

　　Strong communication skills

　　Ability to work independently and take initiative to perform job duties

　　WORKING ENVIRONMENT

　　Employees generally work in an office setting.

　　The majority of work is done sitting at a desk using a company issued phone and computer with opportunities to move about the office when needed.

　　If you require assistance or accommodation during our recruitment process, please notify Human Resources so that we can review and consider how we may be able to assist you based on your individual needs.

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　　www.hubinternational.com

　　Department Accounting & Finance

　　Required Experience: 5-7 years of relevant experience

　　Required Travel: No Travel Required

　　Required Education: Bachelor's degree (4-year degree)

　　Hi, we’re HUB.

　　In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

　　When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

　　And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

　　About HUB International

　　Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.