Senior Financial Analyst
About The Position
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. Job Title: Sr. Financial Analyst Reports to: SVP, Finance (FP&A) / SVP, Investor Relations Purpose: Provide support to FP&A and Investor Relations leaders
Requirements
- 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
Responsibilities
- Financial reporting enhancement and new report development
- Database and spreadsheet management
- Provide support leading up to IPO, including assistance with presentation materials
- Build out and maintain internal consensus models including excel models from all covering equity research analysts (post-IPO)
- Assist with earnings deliverables, including script, release, and investor presentation (post-IPO)
- 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
- Executive-level presentation preparation
- Participate in annual budget process and monthly forecasting processes
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
