Hub International Financial Analyst in Chicago, Illinois
Join a Winning Team at HUB International
When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 12,000 professionals in 450 offices across North America. You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!
Purpose: Provide reporting and analysis support to Finance and Operations Management
About the Position: This position is part of the Corporate Financial Planning & Analysis (FP&A) Team as dedicated support to one of Hub’s fastest growing divisions, Retirement & Private Wealth (RPW). RPW consists of Hub’s broker dealer and registered investment advisor (RIA) business. On a national level this position will provide consolidated reporting and analysis to corporate RPW executives. It works across all US regional hubs that have RPW business by supporting the regional CFO’s and their finance teams. It also works with the regional RPW acquisitions directly by supporting the principals and their teams. In providing this support, this individual will have frequent contact with the corporate accounting team that handles RPW’s transactional accounting. There will be exposure to many areas of corporate finance such as analyzing actual results, budgeting, forecasting, financial modeling, enterprise system projects, strategic decision support, and M&A. This position reports to the Director, Finance and will be located Chicago.
Major Duties & Responsibilities:
Maintain and distribute existing reporting and analysis as related to financial metrics
Improve upon existing reporting as requested by management
Implement new reporting requirements as requested by management
Creates, organizes, and maintains files using database and spreadsheet programs
Retrieves and organizes data into required reporting formats
Research, identify, and communicate key variances relating to financial and operational metrics
Team with regional finance partners by asking questions to identify key business reasons on variances to budget and prior year
Provide ad-hoc financial and operational analysis to support business decisions
Build financial models using data from financial systems
Contribute to preparation of business presentations for all levels of management
Participate in annual budget process and monthly forecasting processes
Degree in Finance or Accounting required
1-3 years of Corporate Finance experience
Advanced Microsoft Excel and PowerPoint knowledge
Experience with Hyperion or other hierarchal databases
Strong overall systems knowledge to work with legacy sales systems and CRM
Strong organization skills to maintain records
High level of comfort communicating with management including Corporate Executives
Experience interacting with broker dealers and/or registered investment advisors (RIA’s) a plus
Department Accounting & Finance
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.