M&A Business Operations Analyst

JOB OVERVIEW

Reporting to the Senior Manager M&A Business Operations the Business Analyst plays a critical role in HUBs acquisition integration success. This position works collaboratively with M&A integration stakeholders to evaluate acquisition business operations and technology processes post-acquisition. The role requires deep property & casualty insurance expertise to effectively interview principals and operations professionals of newly acquired agencies gathering comprehensive information about their current business operations workflows and applications to develop detailed gap analyses comparing acquisition current state with future state under HUB.

This is an opportunity to work on high-impact M&A projects with visibility to senior leadership contributing directly to HUBs continued growth and success in the marketplace.

KEY RESPONSIBILITIES

Due Diligence & Discovery

• Interview principals operations managers and subject matter experts of acquired agencies to understand day-to-day operations workflows organizational structure and technology utilization
• Conduct discovery sessions and walkthroughs to map current state business processes and identify integration friction points
• Identify all key business processes technology components legacy systems applications and technical platforms used to enable operations

Requirements Gathering & Gap Analysis

• Analyze current state operations and future state requirements to identify gaps risks issues and integration needs
• Document business and functional requirements in formal deliverables including Business Requirements Documents PRD(s) business operations analyses gap analyses architecture maps and business cases
• Evaluate utility of legacy systems and how they will change or interact with HUBs systems

Integration Program Support

• Manage multiple concurrent acquisition projects and participate in team and stakeholder meetings
• Develop system and functional verification tests; coordinate user acceptance testing
• Present findings and recommendations to executives project teams vendors and new acquisition partners
• Support development of M&A program management framework including policies standards processes and tools and identify opportunities

QUALIFICATIONS

Required:

• 5 years property & casualty insurance line of business expertise with multi-line insurance agency experience required (employee benefits a plus); Bachelors Degree (4-year degree) or equivalent work experience
• Experience with M&A transition and technology transformation projects including technology infrastructure implementations application data conversions and software lifecycle
• Consultative mindset with change management experience and ability to guide acquisition teams through M&A integration
• Strong business acumen with ability to understand business models quickly coupled with critical thinking problem-solving organizational skills and attention to detail
• Demonstrated ability to build trusted relationships collaborate across all organizational layers including virtual teams and present complex analysis to executive stakeholders
• Proficient with MS Excel (Advanced) Visio Word PowerPoint SharePoint Atera reporting InsureTech applications such as Applied Epic Vertafore Products (BenefitPoint) and rating tools

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 joinHUB International you will be part of a community of learners and doers focused on our Core Values: entrepreneurship teamwork integrity accountability and service.

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 $ 95000 to $115000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role we encourage you to submit your application. By doing so we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include 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.

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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