Accounting and Compliance Manager

Hub International Insurance•Riverside, CA

18d

About The Position

The Accounting & Compliance Manager leads a team of accounting professionals supporting insurance brokerage and enterprise accounting operations within the HUB Financial Center (HFC). The role provides leadership, oversight, and strategic direction to ensure accurate, timely, and reliable financial reporting, including period-end close activities, account reconciliations, journal entries, and compliance requirements. The Manager partners with stakeholders to strengthen internal controls, support audits and regulatory requirements, improve operations, and foster a culture of accountability, collaboration, continuous improvement, and service excellence. Developing themselves and the team is an important part of supporting the organization’s collective success. The Manager leads and develops team members and Supervisors; oversees monthly, quarterly, and annual close activities and related reporting; and ensures accounting complies with US GAAP and company policies. The position owns multiple SOX controls, coordinates audit requests, supports control assessments, maintains process documentation, and ensures team members understand their control responsibilities. It also identifies process-automation and improvement opportunities and works with IT and system owners to include accounting and control requirements in system changes. Flexibility in work hours during peak periods is required, and travel may be required at less than 5%.

Requirements

At least 8 years of progressive experience in accounting.
At least 5 years of team leadership experience, including setting a clear vision and developing teams in dynamic environments.
Strong knowledge of US GAAP, SOX compliance, and internal controls.
Strong planning and coordination skills, initiative, and ability to balance competing stakeholder needs in a fast-paced, deadline-driven environment.
Excellent written and verbal communication skills, including the ability to tailor messaging to varied audiences and drive alignment across teams.
Strong analytical, problem-solving, and decision-making skills, with high accuracy and attention to detail.
Advanced Excel skills and expertise in utilizing Generative AI.
Flexibility of work hours during peak times.
CPA designation.
Bachelor’s degree in Accounting or Finance.

Nice To Haves

Industry experience in insurance, financial services, or brokerage.
Experience managing one or more of the following: shared-service accounting centers, offshore delivery models, cross-border teams, fixed and intangible assets, M&A accounting or finance, insurance accounting, or audit coordination.
Experience with ERP and reconciliation tools such as Oracle Fusion and BlackLine, and broker management systems such as Applied Epic and BenefitPoint.
Willingness and ability to travel as needed; travel may be less than 5%.

Responsibilities

Lead, coach, develop, and evaluate team members and Supervisors; set performance expectations and support professional growth.
Develop current and future leaders to strengthen leadership capability and team bench strength.
Establish, monitor, and report department performance metrics.
Build partnerships with Accounting, Finance, Treasury, and IT, and collaborate with other HFC leaders.
Ensure team accounting complies with US GAAP and HUB accounting policies and procedures; resolve or escalate exceptions.
Manage monthly, quarterly, and annual close activities for assigned entities and processes across the general ledger, broker management, and acquired systems, as applicable.
Drive close quality through account substantiation, balance sheet review, and variance analysis.
Manage timely and accurate preparation, review, and approval of reconciliations and journal entries for assigned accounts, entities, and processes.
Support accounting conversion of acquired entities from acquisition systems into HUB broker management and general ledger systems.
Serve as control owner for multiple SOX controls, ensuring timely performance, documented review, and evidence retention.
Partner with the Internal Controls & SOX Compliance team to support the control environment.
Work with Internal Audit and external auditors on control assessments, deficiency evaluation, and management responses; coordinate audit requests across teams.
Maintain process documentation aligned with control requirements and ensure team members understand control responsibilities, including segregation of duties.
Ensure the team meets applicable regulatory requirements for assigned processes.
Identify and lead process improvements, automation of manual work, and innovation within the team.
Partner with IT and functional system owners to ensure accounting and control requirements are considered in system implementations, upgrades, and configuration changes.