Sr. Financial Analyst

HUB International; Chicago (IL); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Health/dental/vision insurance

401(k) plan

Paid-time-off benefits

Eligible bonuses and commissions

Job summary

A global insurance brokerage company is seeking a Finance Associate to support FP&A and Investor Relations leadership. The ideal candidate will need a degree in Finance or Accounting, along with at least 3 years of corporate finance experience. Responsibilities include enhancing financial reporting, managing databases, and conducting financial analyses. Candidate should be proficient in Excel and have a high level of comfort communicating with corporate executives, making this a pivotal role within the organization.

Qualifications

• 3+ years of Corporate Finance experience.
• Experience with financial modeling and reporting.
• Attention to detail and organizational abilities are essential.

Responsibilities

• Enhance financial reporting and develop new reports.
• Manage databases and spreadsheets.
• Collaborate with regional finance teams on budgeting.

Skills

Finance knowledge

Accounting expertise

Microsoft Excel proficiency

Financial analysis

Communication skills

Education

Degree in Finance or Accounting

Tools

Hyperion

Workiva / W Desk

FactSet

Bloomberg

CapitalIQ

Job description

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more than 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Reports to: SVP, Finance (FP&A) / SVP, Investor Relations

Purpose: Provide support to FP&A and Investor Relations leaders

Duties

• Financial reporting enhancement and new report development
• Database and spreadsheet management
• Build out and maintain internal consensus models including excel models from all covering equity research analysts
• Assist with earnings deliverables, including script, release, and investor presentation
• Help build and maintain public comparables trading sheet and monthly updates
• Retrieves and organizes data into required reporting formats
• Research, identify, and communicate key variances relating to financial and operational metrics
• Partner with regional finance teams on budget variance explanations
• Provide ad-hoc financial and operational analysis to support business decisions
• Build financial models using data from financial systems
• Participate in annual budget process and monthly forecasting processes

Skills / Qualifications

• Degree in Finance or Accounting required
• 3+ years of Corporate Finance experience
• Insurance brokerage industry background
• Advanced Microsoft Excel, Word, and PowerPoint proficiency
• Experience with Hyperion or other hierarchal databases
• Experience with Workiva / W Desk, familiarity with data sources including FactSet, Bloomberg or CapitalIQ
• Excellent organizational abilities and extreme attention to detail
• High level of comfort communicating with management including Corporate Executives

Join Our Team

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB, you will be part of a community of learners and doers focused on helping our leaders maximize the potential of their employees.

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $80,000- $105,000 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: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.