Corporate Senior Accountant, Fiduciary Accounting

Senior Accountant

HUB International, a leading global insurance brokerage, is seeking a detail-oriented and experienced Senior Accountant to join our Fiduciary Accounting team. Reporting directly to the Vice President of Fiduciary Accounting, this role plays a critical supporting function in ensuring the accuracy, integrity, and compliance of fiduciary assets and liabilities processes. The Senior Accountant will contribute to fiduciary accounting operations, internal control maintenance, and financial reporting, serving as a key individual contributor and subject matter resource within the team.

Key Responsibilities

• Perform detailed calculation, processing, and reconciliation of fiduciary accounts receivable and accounts payable transactions.
• Ensure timely and accurate recording of fiduciary transactions in accordance with established policies and deadlines.
• Perform trust cash sweep calculations and reconciliations.
• Monitor fiduciary balances on an ongoing basis, identifying discrepancies and escalating or resolving issues in a timely manner.
• Support the VP of Fiduciary Accounting in reviewing and improving fiduciary workflows to enhance efficiency and accuracy.

• Assist in the documentation, testing, and maintenance of internal controls related to fiduciary accounting processes.
• Support compliance with applicable regulatory requirements, including SOX controls and insurance intermediary regulations.
• Coordinate with internal and external auditors by preparing supporting schedules, documentation, and responses to inquiries.
• Proactively identify control gaps and recommend process improvements to the VP of Fiduciary Accounting.

• Prepare fiduciary accounting reports and supporting schedules for management review and regulatory submissions.
• Ensure accurate recording, reporting, and reconciling of premium-related transactions in compliance with ASC 606 guidance.
• Assist in the preparation of month-end, quarter-end, and year-end close activities related to fiduciary accounts.
• Collaborate with underwriting, claims, and other business units to research and resolve accounting discrepancies.
• Support cash flow analysis related to fiduciary activities.
• Conduct financial analysis to support the VP in decision-making, variance explanations, and strategic planning initiatives.
• Contribute insights and recommendations to continuously improve fiduciary accounting practices and reporting quality.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required.
• CPA designation or active pursuit of CPA certification strongly preferred.

• Minimum of 3 - 5 years of progressive accounting experience.
• Experience with premium accounting and cash flow processes for insurance intermediaries preferred.
• Familiarity with ASC 606, including commissions, fees, contingent commissions, and cancellation constraints.
• Experience supporting SOX compliance programs and internal control frameworks preferred.

• Strong analytical and problem-solving skills with a high degree of attention to detail.
• Proficiency in accounting software and financial management systems; experience with large ERP platforms a plus.
• Excellent written and verbal communication skills, with the ability to clearly present findings to management.
• Ability to manage multiple priorities, meet deadlines, and work effectively in a collaborative team environment.
• Self-motivated with a continuous improvement mindset and the ability to work with minimal supervision.