Financial Operations Analyst

Hubinternational; Winter Park (FL); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Health Savings Account funding

401k matching

Life and Short-Term Disability Plans

Wellness Program

Generous PTO

Work-life balance focus

Community involvement (HUB Gives)

Job summary

HUB International is seeking an experienced Operations Accountant to provide advanced accounting insights, budgeting support, and process oversight across the operations department.

You will analyze data, report variances, and mentor junior staff while ensuring accuracy and compliance with company policies.

Qualifications

• 3–5+ years of progressive experience in accounting or financial analysis.
• Strong analytical skills and ability to translate data into insights.
• Proficient in Microsoft Office with advanced Excel capabilities.
• Ability to present findings to management and cross-functional teams.

Responsibilities

• Perform budget-to-actual variance analysis across branches or regions.
• Lead producer payable audit processes and monthly reporting.
• Design and analyze periodic and ad-hoc management reports.
• Research and resolve complex accounting discrepancies across departments.
• Audit business management systems and recommend improvements.
• Oversee premium finance agreement submission process.
• Communicate findings to leadership and coordinate with other departments.
• Mentor Financial Operations Analyst I staff and review their work.
• Handle other related duties as required.

Skills

Excel proficiency

Data visualization

Analytical thinking

Communication skills

Tools

Excel

Word

Outlook

Power BI

Job description

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

GENERAL DESCRIPTION

Responsible for providing advanced operational accounting, business analytics, and process oversight in the operations department. Must be able to accurately compute, report, and verify numerical data in a professional and knowledgeable manner, ensuring adherence to company policies and general accounting principles. Exercises independent judgment to resolve complex issues, identify process improvements, and support management decision-making through insightful analysis and recommendations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Perform and report comprehensive budget-to-actual variance analysis across multiple branches and/or an entire region, identifying trends, root causes, and actionable recommendations for management.
• Lead producer payable audit processes end-to-end, resolve complex or non-routine errors, and prepare and distribute monthly reports to specified payees; recommend procedural improvements to reduce recurring discrepancies.
• Design, prepare, and analyze periodic and ad-hoc business management reports; develop new reporting frameworks and refine existing templates to enhance management visibility and decision-making.
• Assume responsibility for independently researching, tracking, and resolving complex accounting or documentation problems and discrepancies, including cross-functional issues requiring coordination across departments.
• Lead and perform business management systems audits; evaluate audit findings and recommend process or control improvements.
• Oversee the premium finance agreement submission process, proactively identifying systemic issues and implementing solutions to ensure timely and accurate funding.
• Establish and maintain effective communication and coordination with company personnel and management, including presenting analytical findings and recommendations to leadership.
• Maintain regular contact with other departments to obtain and convey information and/or to correct complex transactions; serve as a point of escalation for cross-departmental discrepancies.
• Assist Accounting Department personnel as needed, providing guidance on complex accounting matters.
• Keep management informed of area activities, significant problems, and recommended solutions.
• Provide light mentoring and guidance to Financial Operations Analyst I staff, including reviewing their work for accuracy, answering procedural questions, and supporting their professional development.
• Other related duties as required or assigned.

WORK EXPERIENCE REQUIREMENTS

3–5+ years of progressive experience in accounting, financial analysis, or related roles, with demonstrated growth in scope and responsibility. Detail oriented with above-average analytical skills and the ability to synthesize data into actionable insights. Proven ability to solve complex, non-routine problems and exercise sound judgement with minimal supervision. Advanced competency in Microsoft applications, particularly Excel (e.g., pivot tables, VLOOKUP/INDEX-MATCH, complex formulas, data visualization); proficiency in Word and Outlook. Ability to perform mathematical calculations accurately, including percentages, fractions, decimals, and complex financial formulae . Strong communication skills with the ability to present findings and recommendations to management and cross-functional stakeholders. Solid understanding of agency operations, agency management, and business administration practices. Strong