Accounting Analyst

Accounting Analyst

The Accounting Analyst is an entry-level position supporting VIU by HUB's Financial Institution Division. This role is responsible for the accurate, timely processing of insurance transactions, data entry and integrity, download processing, and suspense resolution. The Accounting Analyst also supports data reporting and operational analysis, maintaining reports and helping surface trends and discrepancies that inform team decisions. Success in this role requires strong attention to detail, a willingness to learn, the ability to manage high-volume workloads accurately, and a collaborative approach to supporting the broader organization.

Transaction Processing & Data Entry

• Process high volumes of download transactions accurately and in a timely manner
• Enter and maintain financial and policy data across systems with a focus on accuracy and completeness
• Process ADC corrections to ensure financial and data accuracy across platforms
• Process refunds, chargebacks, and payment adjustments in accordance with company policies
• Apply cash receipts and premium payments to customer accounts as directed by the Accounting Specialist

Suspense & Discrepancy Resolution

• Investigate and resolve suspense items to maintain data integrity across systems
• Identify discrepancies in transaction data and collaborate with internal teams & carriers to resolve them
• Complete investigation-level suspense tasks requiring detailed, systematic analysis
• Escalate complex or unresolved items to leadership with clear documentation of findings

Data Reporting & Analysis Support

• Maintain and run operational reports to support business visibility and decision-making
• Monitor and distribute aging reports, flagging outstanding items for leadership review
• Assist with data pulls, formatting, and preparation of recurring and ad-hoc financial reports
• Identify patterns or anomalies in data and bring them to the attention of leadership
• Support data integrity efforts by auditing entries and reconciling records as assigned

Month-End Close & Compliance Support

• Assist with month-end and year-end close activities including reconciliation preparation and supporting schedules
• Maintain organized, accurate records of all transactions and account activities to support audit readiness
• Ensure compliance with accounting policies, procedures, and internal controls in all processing activities
• Respond to internal inquiries regarding transaction status, data questions, and account information

Operations & Team Support

• Provide cross-functional support across operations teams to meet shifting business demands
• Assist with onboarding and training of new team members on systems and processing procedures
• Adapt to changing priorities and workload fluctuations in a dynamic, high-volume environment
• Contribute to process improvement efforts by identifying inefficiencies and communicating suggestions

Attention to Detail & Accuracy

Ensures precision in data entry, transaction processing, and record keeping with a low error tolerance in a high-volume environment

Analytical Thinking

Identifies data discrepancies and suspense issues, investigates root causes, and supports resolution with clear documentation

Problem Solving

Works through transaction and data issues systematically, escalating appropriately with relevant context and findings

Adaptability & Resilience

Maintains accuracy and composure when managing high-volume workloads and shifting priorities

Collaboration & Team Support

Works effectively with others to support financial accuracy

Communication

Communicates clearly and professionally with internal teams; documents findings and questions concisely

Self-Management

Organizes and prioritizes daily workload independently, meets deadlines, and takes ownership of assigned tasks

Willingness to Learn

Proactively builds knowledge of VIU systems, insurance operations, and financial processes to grow within the role

Education

• Associate's degree in Accounting, Finance, Business Administration, or related field required
• Bachelor's degree preferred

Experience

• 12 years of experience in accounting, data entry, financial operations, or insurance processing preferred
• Experience with high-volume transaction or data processing in a professional environment
• Property & Casualty insurance experience a plus
• Familiarity with agency management systems Applied Epic preferred

Technical Skills

• Proficiency in Microsoft Excel including pivot tables, VLOOKUP, and basic data analysis
• Ability to navigate and learn multiple systems quickly, including accounting and insurance management platforms
• Familiarity with accounting software (Quick Books, Net Suite, SAP, Oracle, or similar) preferred
• Basic understanding of data reporting and the ability to run, format, and distribute reports

• Foundational understanding of accounting and accounts receivable principles including data entry, cash application, and transaction processing
• Working knowledge of insurance transaction processing concepts…