Financial Project Analyst

Description:

The Finance Project Analyst will be responsible for helping to support and execute major initiatives for the finance department which typically include cross-functional teams within finance and external departments. HUB International is a leading agency within the insurance brokerage industry and continues to grow organically and from mergers and acquisitions, which results in a need to develop process improvements, system upgrades and align policies and procedures all of which need to be effectively managed, communicated and executed to achieve the desired outcomes. This role will report to our Senior Finance Project Manager.

Responsibilities

Partner with other team members to prepare detailed plans for new projects, determine and maintain a RAID log (Risks, Action Items, Issues, Dependencies), deliverable timelines, meeting minutes and project updates

Provide support by handling some of the operational aspects of a project. Possible tasks include coordinating with stakeholders and consultants, conducting internal meetings, reviewing, or preparing finances/data analytics, and streamlining the overall workflow, preparing documentation, possibly being a SME, deliver training, with the primary aim of keeping the project on schedule

Aim to become an ambassador of the project(s) by understanding and becoming knowledgeable of the detailed workflows

Drive engagement and momentum of projects including identification and escalation of risks to completion and serve as the main source of information about the project to external teams

Qualifications

Experience with diverse / cross functional teams including Finance & Accounting and Operations

Exposure and background with finance / accounting

Demonstrated ability to develop detailed plans, scoping / requirements documents and timelines and drive to execution targets

5+ years of experience within a corporate environment; ideally in a project management and/or finance role with an execution focus