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Financial Analyst

Specialty Captive Group

Job Purpose

To assist account handlers in processing daily account activity. To provide technical support in accordance with company operating procedures.

Functions & Responsibilities:

• Understands accounting rules and regulations in regards to International & Domestic GAAP Financial Statements. Understanding of insurance accounting and its applicability to corporate financials, loans, investments and other financial matters. Ability to plan and schedule calendar in advance of reporting needs.

• Prepare financial statements for captive insurance companies and risk retention groups. Should be able to have a strong understanding of Quickbooks as an application platform, needs to prepare financial statements using Quickbooks applications, and be able to communicate that to internal employees as well as outside regulators, auditors and other interested parties. Needs to understand how to prepare and maintain a general ledger, balance sheet, income statement.

• Ability to use various domicile annual reporting systems.

• Ability to prepare premium tax returns for various domiciles.

• Demonstrates knowledge and understanding of general business issues, including but not limited to, insurance, tax, legal issues, accounting trends.

• Effectively monitors and documents activity to prevent E&O and other problems and works with client to establish ongoing client service standards

• Maintaining account folders in accordance with internal Quality Control guidelines

• Demonstrates high commitment to clients and is proactive in addressing client issues.

• Assist with the sales process where needed. This can include follow-up with clients, prospects, and outside advisors. Process invoicing: Credit, Debit, Monthly reports Work with Account Executive and underwriting department on research and justification of premium charges as compared with endorsements and invoices Perform other specific duties as directed by the Account Executive Pursue a program of professional development Begin studies for appropriate licenses

Qualifications:

• Detail oriented with good mathematical and communication skills

• Ability to understand financial statements

• Good typing skills and computer literacy

• Ability to work within designated time frames

• Good interpersonal skills

• Accounting background preferred

Required Skills:

Strong computer skills; Excel & Word a must

Quickbooks experience preferred

About HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why Choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization

• have a desire to help others protect their future

• have an entrepreneurial spirit and are challenged by the opportunity to grow the business

• are focused on learning and development to enhance your industry knowledge and expertise

• are a self-starter willing to invest time and energy to learn the technical aspects of our business

• believe in integrity and building success by developing relationships with others

Department Accounting & Finance

Required Experience: Less than 1 year of relevant experience

Required Travel: Up to 25%

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

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

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