Senior Analyst, Operational Control & Reporting

at  HUB International

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.

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

• 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