Financial Analyst

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success.

We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

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.

• 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

A Financial Analyst (FA) assists the Financial Consultant (FC) and Financial Consultant Manager (FCM) in the day-to-day needs of the business. Typical functions include but are not limited to: gathering and preparing Claim Reporting, IBNR’s. Preparing spreadsheets to display and communicate fully Insured pre-renewal projections, and plan designs change request. The FA is responsible for tracking project request, and vetting project submissions for accuracy.

The job of the FA is to use technical expertise to build spreadsheets and adjust current templates for the EBFC department to allow them to provide more consulting to the benefit consultant team.

• Preparing/tracking of monthly/quarterly/annual reporting (Claim Reporting, IBNR’s) on selected book of business
• Communicating with the Benefit Consultant team regarding outstanding data needed based on submission received and TAT expected
• Track all necessary carrier portal information (Log in and password) for report gathering to produce reporting
• Maintaining clear communication in team meetings with EBFC team
• Manage Book of Business template
• Manage Project Request Tracking template
• Use technical skills as needed to prepare excel templates and reporting for EBFC team.

• BA degree in Math or Finance or technical degree preferred
• Knowledge of employee benefits
• Familiar with HRA/HSA’s as well as Self-Funded, Fully-Insured funding
• Proficiency with Microsoft…