Surety Financial Analyst

Primary Role:

The Surety Financial Analyst plays a critical support role within the Surety Department. This position is responsible for reviewing and analyzing client financials, work-in-progress schedules, and related documentation to help assess credit risk and support strategic decision-making. Working directly under the Surety Practice Leader, this role is designed to build foundational knowledge of surety and client dynamics.

Duties and Responsibilities:

• Analyze contractor/client financial statements, including CPA statements, interim statements, and WIP schedules.
• Prepare internal underwriting summaries and assist in identifying trends, financial risks, and surety capacity considerations.
• Maintain internal client profiles with updated financial insights, bonding history, and market positioning.
• Support the Surety Practice Leader in preparing for client and underwriter meetings, including the development of financial exhibits and strategic talking points.
• Coordinate with Account Managers and Producers to collect documentation required for new submissions and extensions of surety credit lines.
• Collaborate in drafting submission packages to surety markets and responding to underwriting questions.
• Help maintain internal underwriting and marketing tools, including tracking of market appetite and underwriting feedback.
• Stay current on surety and construction industry trends, as well as relevant market conditions.
• Assist with internal reporting, forecasting, and pipeline tracking for the surety department.
• Crosstrain in various other areas, as identified, and assist with special projects, as assigned.

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Analytical Thinking: Ability to interpret complex financial data and assess account strength and trends.
• Attention to Detail: Precision in financial modeling, summaries, and submission support.
• Communication: Strong written and verbal skills; able to translate financial insights into actionable observations.
• Team Collaboration: Works seamlessly with internal team members and contributes to broader departmental goals.
• Initiative: Demonstrates eagerness to learn, take ownership of tasks, and grow toward a client-facing role

Qualification Requirements:

To perform this job successfully, an individual 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.

Experience and Education:

• Bachelor’s degree required
• 1–3 years of experience in financial analysis or a related field.
• Prior exposure to surety is a plus but not required.
• Property & Casualty License required (or must obtain within 120 days of hire).

Physical Requirements:

The physical 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. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Driver’s License

Dependable transportation

Public Speaking/Language Skills:

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
• Bilingual in English and Spanish a big plus.

Math Skills:

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability:

• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

• To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

About Us

HUB International is a recognized global leader dedicated to helping individuals and

companies navigate risk and manage the complexities of insurance.

Join the HUB team!

Apply today!

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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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