CFA Institute
Sr. Financial Analyst/Accountant
CFA Institute, Chicago, Illinois, United States, 60290
ABOUT USAt HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.
About the Position
The
Senior Financial Analyst/Accountant
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 analyticsResearch, identify, and communicate key variances relating to financial and operational metricsComplete monthly journal entries and reconcile revenue within required timelineReconcile assigned balance sheet accounts in detail within required timelinePrepare and distribute monthly financial statementsWork with Operations teams, assisting them with accounting related service issuesReview producer commission reporting, including coordinating with business partners and responding to inquiriesParticipate in the monthly forecast process, including preparing analytics and coordinating with business partnersImprove upon existing and implement new reporting as requested by managementProvide ad-hoc financial and operational analysis to support business decisionsContribute to preparation of business presentations for all levels of managementParticipate in annual budget processAssist in integrating M&A deals into the existing operations, including tracking of earnout calculationsAssist with other special projects, as assigned.
Required Experience:Bachelor's degree in Finance or Accounting2-5 years of accounting and finance experience requiredStrong organizational and communication skillsProficient MS Excel skillsStrong analytical and problem-solving skillsAbility to work under pressure to meet deadlinesHigh degree of accuracy with a good eye for detailProactive drive to get things done and anticipate what is neededDemonstrated ability to take initiative and achieve results in a fast-paced and changing environmentDesire to learn and growWillingness to work over 40 hours, particularly during the month-end close and budget process
JOIN OUR TEAMDo 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, you will be part of a community of learners and doers focused on helping our leaders maximize the potential of their employees.
Department:
Accounting & FinanceRequired Experience:
2-5 years of relevant experienceRequired Travel:
No Travel RequiredRequired Education:
Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action 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.#J-18808-Ljbffr
About the Position
The
Senior Financial Analyst/Accountant
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 analyticsResearch, identify, and communicate key variances relating to financial and operational metricsComplete monthly journal entries and reconcile revenue within required timelineReconcile assigned balance sheet accounts in detail within required timelinePrepare and distribute monthly financial statementsWork with Operations teams, assisting them with accounting related service issuesReview producer commission reporting, including coordinating with business partners and responding to inquiriesParticipate in the monthly forecast process, including preparing analytics and coordinating with business partnersImprove upon existing and implement new reporting as requested by managementProvide ad-hoc financial and operational analysis to support business decisionsContribute to preparation of business presentations for all levels of managementParticipate in annual budget processAssist in integrating M&A deals into the existing operations, including tracking of earnout calculationsAssist with other special projects, as assigned.
Required Experience:Bachelor's degree in Finance or Accounting2-5 years of accounting and finance experience requiredStrong organizational and communication skillsProficient MS Excel skillsStrong analytical and problem-solving skillsAbility to work under pressure to meet deadlinesHigh degree of accuracy with a good eye for detailProactive drive to get things done and anticipate what is neededDemonstrated ability to take initiative and achieve results in a fast-paced and changing environmentDesire to learn and growWillingness to work over 40 hours, particularly during the month-end close and budget process
JOIN OUR TEAMDo 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, you will be part of a community of learners and doers focused on helping our leaders maximize the potential of their employees.
Department:
Accounting & FinanceRequired Experience:
2-5 years of relevant experienceRequired Travel:
No Travel RequiredRequired Education:
Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action 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.#J-18808-Ljbffr