Director of Financial Operations

Director of Financial Operations

At 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 also 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. HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization.

Benefits you may enjoy working at HUB International Midwest-East:

• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Spending Accounts
• Pet Insurance
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day Dress-Code
• Recognition Rewards Program
• Service Awards

Here's Where You Come In

The Director of Financial Operations is the leader of the financial operations processes for our region, including month-end close, financial forecasting, budget management, revenue recognition, commission payments, M&A financial due diligence and integration, systems management, and dashboard development to generate data-driven operational insights for our teams.

This role reports directly to the Chief Operating Officer and leads a team of two analysts, including a Property & Casualty Operations Analyst and an Employee Benefits Operations Analyst who oversee the day-to-day financial operations and analytics work.

The ideal candidate is a rigorous and intellectually curious financial professional who brings technical expertise to this role while also supporting and mentoring the rest of the team through change and challenges. You are the kind of leader that your team comes to with hard questions because they know they'll get thoughtful answers. Above all, you bring sound judgment, principled decision-making, and a genuine service orientation to all the work you do.

Core Responsibilities:

• Own the region's monthly financial close, including revenue variance analysis, forecasting, expense management, and team performance metrics, while partnering with leadership to translate the results into actionable insight.
• Build and develop the dashboards, reports, and analytics that give regional and operational leaders the insight they need to make timely and well-informed business decisions.
• Lead the regional budget development process, including building the data models and forecasts that help us ground strategic decisions in defensible numbers.
• Serve as the senior expert on complex financial and operational challenges, such as revenue recognition, premium payables, commissions, bonus structures, and corporate accounting matters, while bringing rigor and sound judgment to issues that require both technical depth and cross-functional collaboration.
• Lead the financial due diligence and integration of acquisitions, including review of revenue, expenses, compensation, financial risks, and operating assumptions.
• Strengthen the foundation of our financial operations by improving data integrity, refining systems, and elevating the standards of how we capture, organize, and use financial data.
• Lead, coach, and develop the operations analyst team, providing effective delegation, peer review, and mentorship to grow the capabilities of the team and support collaborative solving of complex problems.
• Build trusted partnerships with regional and corporate leaders, serving as a reliable, principled point of contact on financial operations matters.

Cultural Expectations:

• Determination: Unsatisfied until we are the best
• Ownership: Responsible to each other, our clients, and our goals
• Teamwork: Success is a team sport; when we follow the HUB Way, we win together
• Sincerity: We give and receive direct, caring feedback; we speak the truth, even when it's hard

Qualifications:

• Bachelor's degree in Mathematics, Economics, Finance, Accounting, or related field
• 3–5 years of progressive experience in financial operations, financial analytics, or business intelligence
• Strong mathematical, analytical, and data modeling capabilities with a methodical approach to translating complex data into executive-ready insight
• Robust financial acumen with working knowledge of P&Ls, financial statements, and operational financial reporting
• Advanced Excel and demonstrated experience building reports, dashboards, and financial models in Power BI or comparable tools
• Experience with advanced data and automation tools (e.g. SQL, Power Query, Power Pivot, Power Automate, VBA)
• Direct people leadership experience, including coaching, delegation, performance feedback, and quality review
• Ability to operate independently, manage competing priorities, and improve inherited processes
• Experience in insurance, financial services, or professional services preferred