Financial Operations Analyst

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

GENERAL DESCRIPTION 

Responsible for providing advanced operational accounting, business analytics, and process oversight in the operations department. Must be able to accurately compute, report, and verify numerical data in a professional and knowledgeable manner, ensuring adherence to company policies and general accounting principles. Exercises independent judgment to resolve complex issues, identify process improvements, and support management decision-making through insightful analysis and recommendations. 

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Perform and report comprehensive budget-to-actual variance analysis across multiple branches and/or an entire region, identifying trends, root causes, and actionable recommendations for management. 

• Lead producer payable audit processes end-to-end, resolve complex or non-routine errors, and prepare and distribute monthly reports to specified payees; recommend procedural improvements to reduce recurring discrepancies. 

• Design, prepare, and analyze periodic and ad-hoc business management reports; develop new reporting frameworks and refine existing templates to enhance management visibility and decision-making. 

• Assume responsibility for independently researching, tracking, and resolving complex accounting or documentation problems and discrepancies, including cross-functional issues requiring coordination across departments. 

• Lead and perform business management systems audits; evaluate audit findings and recommend process or control improvements. 

• Oversee the premium finance agreement submission process, proactively identifying systemic issues and implementing solutions to ensure timely and accurate funding. 

• Establish and maintain effective communication and coordination with company personnel and management, including presenting analytical findings and recommendations to leadership. 

• Maintain regular contact with other departments to obtain and convey information and/or to correct complex transactions; serve as a point of escalation for cross-departmental discrepancies. 

• Assist Accounting Department personnel as needed, providing guidance on complex accounting matters. 

• Keep management informed of area activities, significant problems, and recommended solutions. 

• Provide light mentoring and guidance to Financial Operations Analyst I staff, including reviewing their work for accuracy, answering procedural questions, and supporting their professional development. 

• Other related duties as required or assigned. 

WORK EXPERIENCE REQUIREMENTS 

• 3–5+ years of progressive experience in accounting, financial analysis, or related roles, with demonstrated growth in scope and responsibility. 

• Detail oriented with above-average analytical skills and the ability to synthesize data into actionable insights. 

• Proven ability to solve complex, non-routine problems and exercise sound judgment with minimal supervision. 

• Advanced competency in Microsoft applications, particularly Excel (e.g., pivot tables, VLOOKUP/INDEX-MATCH, complex formulas, data visualization); proficiency in Word and Outlook. 

• Ability to perform mathematical calculations accurately, including percentages, fractions, decimals, and complex financial formulae. 

• Strong communication skills with the ability to present findings and recommendations to management and cross-functional stakeholders. 

• Solid understanding of agency operations, agency management, and business administration practices. 

• Strong working knowledge of agency workflow procedures and software, underwriting, sales, and service processes. 

• Excellent organizational skills with the proven ability to independently manage multiple priorities, meet strict deadlines, and deliver high-quality results under pressure. 

• Positive attitude and strong work ethic; team player who can also serve as a resource and mentor to junior staff. 

EDUCATION REQUIREMENTS 

Bachelor’s degree in accounting, finance, or a related field required; 3–5+ years of progressive experience in accounting or financial analysis roles. 

LICENSING OR CERTIFICATION REQUIREMENTS 

None required. Professional certifications such as MBA, CPA, CMA, or progress toward completion are preferred and viewed favorably. 

QUALIFICATIONS 

• Uses good judgment at all times; exercises independent decision-making on complex matters. 

• Reliable, regular, and on-time attendance. 

• Keeps commitments; keeps others informed of work progress, timetables, and issues; addresses problems and issues constructively to find mutually acceptable and practical business solutions. 

• Works effectively with co-workers, customers, and others by sharing ideas in a constructive and positive manner; able to influence and guide peers and junior staff. 

• Must be able to use computers and have strong knowledge of accounting software and analytical tools. 

• Communicate in English and other native languages based on the location of the office.