Senior Financial Analyst

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why choose HUB?

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others
• Actively foster and maintain strong positive relationships in a team environment
• Display a positive, professional, and enthusiastic attitude
• Are focused on learning and development to enhance your industry knowledge and expertise

Here’s where you come in:

We are currently seeking a Senior Financial Analyst to join our Employee Benefits team. You’ll primarily be responsible for supporting HUB client teams through financial strategy including monitoring and analyzing on various aspects of clients’ employee benefits programs. Specific tasks include regularly reviewing team’s work for deliverables and providing direction on financial projects. Primarily responsible for providing financial reporting, detailed utilization analytics, projections, reserve calculations to large high revenue clients, in addition to, helping to develop new tools/templates for the region, and implement teamwide and national initiatives.

Other responsibilities of the Senior Financial Analyst role include:

• Ongoing evaluation, refinement and creation of regional financial tools, trainings and resources.
• Analyze claims utilization to provide to internal teams and clients at a regular cadence.
• Project/underwrite annual expenses associated with plans, including valuation of changes
• proposed to benefit program.
• Be a subject matter expert and team resource in various aspects of financial analytics including assisting in the development of junior analysts.
• Regularly attend virtual internal meetings with service teams, client and prospect meetings as needed as the financial lead and is an active participant in strategic discussions.
• Review and evaluate client financial deliverables to ensure they are complete, accurate and support meeting goals and objectives for client/prospect meetings.
• Understanding of current industry trends.

You’re great at:

Preferred Skills

Proficiency in Microsoft Windows and Microsoft Office programs. Intermediate skills in Microsoft Excel, Microsoft PowerPoint, Microsoft Word. Visual Basic for Applications (VBA) programming preferred but not required. Aptitude for analytical/financial work. Time management. High level of communication, primarily internally with colleagues and team members around deadlines and other similar items, but also with external clients and industry professionals.

To perform the job successfully, an individual should demonstrate the following competencies:

• Strong critical thinking skills
• Strong ability to interpret data and written information
• Write clearly and informatively
• Strong initiative and a very strong attention to detail
• Ability to comfortably speak in front of groups to convey benefit information
• Support everyone's efforts to succeed as a team

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Abili