Financial Business Analyst jobs in Petaluma, CA

Summary 
Provide expertise in data analysis and accounting functions for Insurance Managing General Agency specializing in niche risk types.  Act as liaison between Management, Corporate Accounting and staff. Oversee accounting review functions related to office and review with Management regularly. Assist with questions from staff related to financial items and more.  Provide reporting and insights to Management.

Essential Functions

• Investigate and report on accounting discrepancies, correct when within authority

• Answer accounting related questions for customers and staff

• Initiate accounting related notice of cancellation letters

• Regularly review and manage Aging AP & Aging AR in conjunction with Corporate Accounting

• Provide review and guidance on return premium and refund checks

• Review producer payable reports for accuracy prior to payment

• Make recommendations about possible write offs

• Review weekly voucher report for action needed with staff

• Reconciliation of checks cut against requested list

• Liaison with 3rd Party Finance Company for endorsements, errors, issues

• Coordinate payment for carriers with Corporate Accounting

• Manage Vendor invoice payment process with Corporate Accounting

• Creation of Power BI reports within agency management system

• Work with Management on forecasting

• Provide various reports including, but not limited to, profitability calculation by program, market share, rate change analysis, program trends, etc.

• Assist with Income Budget preparation

• Assist with audit inquiries

• Assist with calls from clients, brokers, and companies as needed, including collecting payments and sending invoices

• Perform other duties as assigned

Competencies to be expected within 3-6 months

• Understand PPIB Office Workflows and Processes

• Understand Overview of PPIB Programs

Requirements:

• Strong, demonstrable skills in Excel including Pivot Tables, Word, editing/form creation in Adobe, Power BI

• 4 years accounting background preferred

• Knowledge of Insurance / Surplus Lines preferred

• Passion for details and accuracy

• Strong logical and critical thinking

• Problem solving skills/enjoys puzzles

• Excellent organizational and time management abilities

• Flexible with change and juggling priorities

• Manage multiple tasks at once

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

Additional Info:

• Remote work available if located more than 75 miles from Petaluma, CA office OR Hybrid work schedule if within 75 miles of office

• Work Hours M-F 8:30AM to 5:00PM Pacific Time

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $65,000 to $75,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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 .

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