A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.
We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Your ambition has a home here.
· Essential Duties and Responsibilities
1. Accounting Operations
Oversee daily accounting operations, including accounts payable, accounts receivable, general ledger, and month-end closing.
Review and approve journal entries, account reconciliations, and financial transactions.
Ensure accurate and timely recording of all financial activities.
Maintain proper documentation and supporting records for all accounting transactions.
Establish and maintain effective accounting procedures and internal controls.
2. Insurance Premium & Commission Management
Oversee the receipt, processing, recording, and reconciliation of insurance premiums received from clients.
Monitor premium payments and ensure timely deposits into designated trust accounts.
Reconcile insurance carrier statements and commission payments.
Review and resolve discrepancies involving premiums, commissions, and carrier balances.
Ensure accurate recording and allocation of agency commissions and fees.
Monitor outstanding premium balances and coordinate collection efforts with account executives.
Maintain compliance with applicable insurance premium trust account requirements.
3. Cash Management & Banking
Oversee daily cash receipts, check deposits, and electronic payment transactions.
Monitor and reconcile trust and operating bank accounts.
Ensure proper segregation of client premium funds and company operating funds.
Review bank reconciliations and investigate discrepancies.
Monitor cash flow and provide management with relevant financial information.
4. Financial Reporting & Analysis
Prepare and review monthly, quarterly, and annual financial statements.
Oversee month-end and year-end closing processes.
Analyze financial results, identify variances, and provide explanations to management.
Prepare financial reports related to revenue, commissions, expenses, and profitability.
Assist with annual budgeting, forecasting, and financial planning.
Provide financial information and recommendations to support management decisions.
5. Compliance, Audit & Tax
Coordinate internal and external financial audits.
Ensure accounting records comply with applicable GAAP requirements.
Maintain accurate records for insurance carrier audits and premium reconciliations.
Assist with preparation of annual tax documents, including 1099 reporting.
Ensure compliance with applicable state insurance regulations and trust accounting requirements.
Identify accounting risks and recommend improvements to internal controls.
6. Team Management & Leadership
Supervise, train, and evaluate accounting staff.
Assign responsibilities and monitor departmental performance.
Establish accounting procedures and improve operational efficiency.
Collaborate with other departments to resolve accounting and financial issues.
Provide guidance and support to accounting personnel.
Ensure accounting deadlines and reporting requirements are consistently met.
The expected salary range for this position is $75,000 - $84,000 and will be impacted by factors such as the…