Director of Financial Operations

About the role

The Director of Financial Operations is responsible for overseeing the financial operations processes for the 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.

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.

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
• 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

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