FINANCIAL OPERATIONS ANALYST II JOB DESCRIPTION
This is a senior-level individual contributor role for experienced professionals who demonstrate advanced analytical capabilities, independent judgment, and the ability to manage complex financial operations across broader organizational scope. The Financial Operations Analyst II operates with a high degree of autonomy, serves as a subject matter resource for the team, and provides light mentoring to Analyst I staff.
Responsible for providing advanced operational accounting, business analytics, and process oversight in the operations department. Must be able to accurately compute, report, and verify numerical data in a professional and knowledgeable manner, ensuring adherence to company policies and general accounting principles. Exercises independent judgment to resolve complex issues, identify process improvements, and support management decision-making through insightful analysis and recommendations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Perform and report comprehensive budget-to-actual variance analysis across multiple branches and/or an entire region, identifying trends, root causes, and actionable recommendations for management.
Lead producer payable audit processes end-to-end, resolve complex or non-routine errors, and prepare and distribute monthly reports to specified payees; recommend procedural improvements to reduce recurring discrepancies.
Assume responsibility for independently researching, tracking, and resolving complex accounting or documentation problems and discrepancies, including cross-functional issues requiring coordination across departments.
Provide light mentoring and guidance to Financial Operations Analyst I staff, including reviewing their work for accuracy, answering procedural questions, and supporting their professional development.
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods, or otherwise balance the workload.
WORK EXPERIENCE REQUIREMENTS
3–5+ years of progressive experience in accounting, financial analysis, or related roles, with demonstrated growth in scope and responsibility.
Advanced competency in Microsoft applications, particularly Excel (e.g., pivot tables, VLOOKUP/INDEX-MATCH, complex formulas, data visualization); proficiency in Word and Outlook.
Ability to perform mathematical calculations accurately, including percentages, fractions, decimals, and complex financial formulae.
Strong working knowledge of agency workflow procedures and software, underwriting, sales, and service processes.
Bachelor’s degree in accounting, finance, or a related field required; 3–5+ years of progressive experience in accounting or financial analysis roles.
LICENSING OR CERTIFICATION REQUIREMENTS
None required. Professional certifications such as MBA, CPA, CMA, or progress toward completion are preferred and viewed favorably.
The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law.
KEY DIFFERENTIATORS FROM ANALYST I
The Financial Operations Analyst II is distinguished from the Analyst I role by the following:
Department Accounting & Finance
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity 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.
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