Senior Financial Analyst

HUB International•Chicago, IL

1d•$80,000 - $105,000

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 Duties: 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

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