Financial Analyst
Financial Analyst
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Job Description
ABOUT US
At HUB International we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals families and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn grow and make a difference. 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 the 5th largest global insurance and employee benefits broker providing a boundaryless array of business insurance employee benefits risk services personal insurance retirement and private wealth management products and services. With over $5 billion in revenue and almost 20000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions.
Purpose: Provide reporting and analysis support to Finance Operations Management and M&A.
About the Position: This position is part of the Corporate Financial Planning & Analysis (FP&A) Team. It supports two areas: 1. The Retirement & Private Wealth (RPW) line of business which is one of Hubs fastest growing divisions and 2. M&A Compliance which reviews contingent payment calculations related to acquisitions. This position reports to the Finance Manager and will be in Chicago (Downtown Loop area) for a hybrid workweek.
RPW is Hubs Financial Advisor business. It contains Hubs broker dealer and registered investment advisor (RIA) entities. 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 CFOs 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 RPWs 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.
M&A compliance understands the M&A strategy and transaction cycle to effectively review postacquisition financial results that trigger performance payments to sellers and it provides other ad hoc transaction support.
Major Duties & Responsibilities:
- Maintain and distribute existing reporting and analysis related to financial metrics
- Review contingent payment calculations (earnouts working capital adjustments etc.) related to acquisitions to ensure compliance with contractual terms
- 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 prior year and pro forma
- Provide adhoc financial and operational analysis to support business decisions
- Build financial models using data from financial and operational systems
- Contribute to preparation of business presentations for all levels of management
- Participate in annual budget process and monthly forecasting processes
Qualifications:
- Degree in Finance or Accounting required
- 15 years of Corporate Finance experience or similar role
- Advanced Microsoft Excel and PowerPoint knowledge
- Experience with hierarchal databases (Hyperion Oracle Fusion Smart View or other enterprise accounting and finance systems a plus)
- 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 Financial Advisors a plus
- Experience with a broker dealer and/or a registered investment advisor (RIA) a plus
- M&A exposure a plus
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 International you will be part of a community of learners and doers focused on our Core Values: entrepreneurship teamwork integrity accountability and service.
Department Accounting & FinanceRequired Experience: 25 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelors degree (4year degree)HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
IC
Employment Type
Full-Time
