Senior Financial Analyst

Posted Yesterday
Fort Worth, TX
Mid level
Insurance
The Role
The Senior Financial Analyst will analyze financial information, prepare journal entries, and monthly financial statements, assist operations with accounting, and participate in budgeting processes.
Summary Generated by Built In

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 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

About the Position

The Senior Financial Analyst position reports to a Finance Manager and will analyze financial information, prepare journal entries, balance sheet reconciliations and financial reports. 

Essential Duties and 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.

Required Experience:

  • Bachelor’s degree in Finance or Accounting required

  • 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

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 & Finance

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

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.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Top Skills

Excel
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The Company
HQ: Chicago, IL
10,055 Employees
On-site Workplace
Year Founded: 1998

What We Do

Hi, we’re HUB.

We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy.

So you’re ready for tomorrow.


About Hub International
Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

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