Dynamics 365 Data Analyst & Migration Specialist

ABOUT US
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 a 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 550 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
 

Dynamics 365 Data Analyst & Migration Specialist

We are looking for a skilled Data Analyst & Migration Specialist to help plan and execute multiple migrations from various platforms to Microsoft Dynamics 365. The successful candidate will be responsible for helping to evaluate the current state of data in the source system and then drive transferring the data accurately and securely, ensuring all elements are included. This involves understanding the data structure in both source and target systems, extracting the necessary information, and mapping it appropriately. The specialist should have experience with data migration tools and be proficient in Dynamics 365. Strong problem-solving skills and the ability to work independently are important for this role. Attention to detail is crucial, as any errors in the migration process could cause data loss or inconsistencies.

You will work closely with the project team to understand business requirements and translate them into technical solutions when it comes to data migration.

Qualifications:

• Bachelor’s degree required

• 5+ years of relevant experience, ideally in finance or private wealth/retirement management

• Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, data visualization, and reporting)

• Experience with other CRM platforms i.e. RedTail, Salesforce, etc., and

• Experience with Microsoft Power Platform (including Power Automate) and SQL

• Strong analytical and problem-solving abilities

• Proven ability to lead cross-functional meetings and coordinate with stakeholders across all levels

• Demonstrated experience serving as a primary point of contact or subject matter expert on data migration initiatives

• Excellent communication and interpersonal skills; able to work both independently and collaboratively

• Strong organizational skills with the ability to prioritize, influence, and align teams with project objectives

• Excellent written and verbal communication skills with the ability to translate complex data into clear, actionable insights for both technical and non-technical stakeholders.

• Ability to multi-task across multiple source systems and data sets

• Ability to work well with others, leverage effective emotional intelligence, proactively anticipate and develop solutions, and work collaboratively with multiple teams

• Proven experience working in a fast paced and quickly evolving work environment specifically as it relates to changing technology

Travel

• May require travel to various offices at HUB International located throughout the U.S.

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, you will be part of a community of learners and doers focused on helping our leaders maximize the potential of their employees

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 $100,000 to $120,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: 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.

Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 50%

Required Education: Bachelor's degree (4-year 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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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