Full-Time

Financial Analyst

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Junior, Mid

Chicago, IL, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in Finance or Accounting
  • 1-3 years of accounting and finance experience required
  • Strong organizational and communication skills
  • Proficient MS Excel skills
  • Strong analytical and problem-solving skills
  • Ability to work under pressure to meet deadlines
  • High degree of accuracy with a good eye for detail
  • Proactive drive to get things done and anticipate what is needed
  • Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment
  • Desire to learn and grow
  • Willingness to work over 40 hours, particularly during the month-end close and budget process
Responsibilities
  • Participate in the month-end close process, including responsibility for revenue reporting and P&L analytics
  • Research, identify, and communicate key variances relating to financial and operational metrics
  • Complete monthly journal entries and reconcile revenue within required timeline
  • Reconcile assigned balance sheet accounts in detail within required timeline
  • Prepare and distribute monthly financial statements
  • Work with Operations teams, assisting them with accounting related service issues
  • Review producer commission reporting, including coordinating with business partners and responding to inquiries
  • Participate in the monthly forecast process, including preparing analytics and coordinating with business partners
  • Improve upon existing and implement new reporting as requested by management
  • Provide ad-hoc financial and operational analysis to support business decisions
  • Contribute to preparation of business presentations for all levels of management
  • Participate in annual budget process
  • Assist in integrating M&A deals into the existing operations, including tracking of earnout calculations
  • Assist with other special projects, as assigned.

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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