
Head of IBA – US Retail, Insurance Broking Accounts
Howden, A Chart Industries Company
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
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Job Level
About the role
- Lead onshore and offshore teams supporting across accounts payable, accounts receivable, and cash allocation activities
- Partner with Global IBA teams to ensure alignment with Group process standards, while incorporating U.S.-specific requirements within the agency management system
- Define operational requirements for new and existing processes, collaborating with key stakeholders including agency management SMEs, IT, Treasury, and Finance
- Drive team performance by setting clear objectives, monitoring delivery, and ensuring service level agreements are consistently met
- Facilitate and lead team and business-unit meetings as required to support operational alignment and issue resolution
- Ensure timely and accurate execution of cash matching, payment processing, and technical transactions, establishing and enforcing escalation protocols where necessary
- Maintain accurate, up-to-date system records and deliver accounting operations, and KPI reporting to Operating Entity and Group stakeholders
- Perform account reconciliations with markets and clients as required, ensuring issues are resolved efficiently and accurately
- Respond to account-related inquiries promptly and in accordance with defined service standards
- Monitor and assess regulatory and legal changes impacting IBA operations and ensure appropriate operational responses
- Provide support for U.S. Cashiering and Treasury activities
Requirements
- In-depth understanding of the Bill-to-Cash lifecycle within an agency management system
- Hands-on Applied Epic (AppliedEPIC) tactical experience highly desirable
- Proven experience in accounting operations, preferably within an IBA or comparable agency environment
- Demonstrated leadership capability with a strong track record of managing, developing, and motivating teams
- Exceptional planning, organizational, and project management skills with the ability to manage competing priorities effectively
- Comprehensive knowledge of financial systems, reconciliation processes, and general ledger management
- Proven ability to interpret, implement, and enforce policies and procedures with accuracy and consistency
- Strong communication skills with the ability to engage and influence stakeholders across all levels of the organization
- High level of integrity, sound judgment, and commitment to ethical financial practices
- Adaptability to regulatory changes and evolving business requirements in a dynamic environment
- Advanced proficiency in producing, analyzing, and interpreting financial and KPI reports to support decision-making
Benefits
- A career that you define
- Personal development
- Volunteering and fundraising opportunities
- Creating new insurance products
- Flexible hours and hybrid working
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accounting operationsBill-to-Cash lifecyclereconciliation processesgeneral ledger managementfinancial systemsKPI reportingcash matchingpayment processingtechnical transactionsApplied Epic
Soft Skills
leadershipplanningorganizational skillsproject managementcommunicationstakeholder engagementadaptabilityintegrityjudgmentproblem-solving