HUB International · 4 months ago
Dynamics 365 Data Analyst & Migration Specialist
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $120K/yr
2+ years expHUB International is a global insurance and employee benefits broker, and they are seeking a skilled Data Analyst & Migration Specialist to help plan and execute multiple migrations to Microsoft Dynamics 365. The successful candidate will evaluate data in source systems and ensure accurate and secure data transfer, requiring strong problem-solving skills and attention to detail.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Help plan and execute multiple migrations from various platforms to Microsoft Dynamics 365
Evaluate the current state of data in the source system and drive transferring the data accurately and securely, ensuring all elements are included
Understand the data structure in both source and target systems, extract the necessary information, and map it appropriately
Work closely with the project team to understand business requirements and translate them into technical solutions when it comes to data migration
Qualification
Required
Bachelor's degree required
5+ years of relevant experience, ideally in finance or private wealth/retirement management
Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, data visualization, and reporting)
Experience with other CRM platforms i.e. RedTail, Salesforce, etc
Experience with Microsoft Power Platform (including Power Automate) and SQL
Strong analytical and problem-solving abilities
Proven ability to lead cross-functional meetings and coordinate with stakeholders across all levels
Demonstrated experience serving as a primary point of contact or subject matter expert on data migration initiatives
Excellent communication and interpersonal skills; able to work both independently and collaboratively
Strong organizational skills with the ability to prioritize, influence, and align teams with project objectives
Excellent written and verbal communication skills with the ability to translate complex data into clear, actionable insights for both technical and non-technical stakeholders
Ability to multi-task across multiple source systems and data sets
Ability to work well with others, leverage effective emotional intelligence, proactively anticipate and develop solutions, and work collaboratively with multiple teams
Proven experience working in a fast paced and quickly evolving work environment specifically as it relates to changing technology
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 50%
Required Education: Bachelor's degree (4-year degree)
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits such as vacation, sick, and personal days
Eligible bonuses
Equity and commissions for some positions
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
H1B Sponsorship
HUB International has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase