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

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

Head of IBA – US Retail, Insurance Broking Accounts

Key skills