HUB International · 2 days ago

Financial Analyst

Greater Chicago Area

Full-time

Hybrid

Mid Level

1+ years exp

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Responsibilities

Maintain and distribute existing reporting and analysis related to financial metrics

Review contingent payment calculations (earnouts, working capital adjustments, etc.) related to acquisitions to ensure compliance with contractual terms

Improve upon existing reporting as requested by management

Implement new reporting requirements as requested by management

Creates, organizes, and maintains files using database and spreadsheet programs

Retrieves and organizes data into required reporting formats

Research, identify, and communicate key variances relating to financial and operational metrics

Team with regional finance partners by asking questions to identify key business reasons on variances to budget, prior year, and pro forma

Provide ad-hoc financial and operational analysis to support business decisions

Build financial models using data from financial and operational systems

Contribute to preparation of business presentations for all levels of management

Participate in annual budget process and monthly forecasting processes

Qualification

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FinanceAccountingMicrosoft ExcelMicrosoft PowerPointHierarchical DatabasesHyperionOracle FusionSmart ViewEnterprise AccountingFinance SystemsLegacy Sales SystemsCRMProblem-SolvingCommunicationOrganizationFinancial Advisors InteractionBroker Dealer ExperienceRegistered Investment Advisor ExperienceM&A Exposure