Senior Financial Analyst

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

The Senior Financial Analyst reports directly to the FP&A Director and is responsible for compiling and analyzing financial information for the organization. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and analyzes monthly, quarterly, and annual financial information to ensure it has been recorded accurately. Identifies business trends and developments in competitive environments. Performs financial forecasting and reconciliation of internal accounts. Transforms mined data into clear, clean data sources for analyzing revenue and expenses to improve earnings potential.

Essential Duties and Responsibilities:

• Perform month-end/quarter-end/year-end close duties include understanding both income statement and balance sheet accounts and related review. Accrual based accounting entry preparation. Provide clear analyses on trends and causes of variances in P&L categories.
• Prepare annual budgets, and monthly and quarterly branch and segment forecasts. Providing clear explanations for revenue variance to budget and Prior Year.
• Business partnership with branch leaders and finance leadership. Identify trends in branch revenue and expenses. Provide recommendations for improvement in results through metrics or data analysis. Translate those findings into recommendations that align with monthly, quarterly, and annual goals
• Work closely with the FP&A Director to identify and build out new processes and improve the existing finance processes to ensure data integrity and efficient analyses
• Perform ad-hoc business analyses and financial modeling
• Strong analytical and organization skills along with strong written and verbal communication skills
• Ability to succeed in fast paced environment where customer service to our business and finance partners is essential.
• Advanced Excel and business modeling skills (pivot tables, V-look ups,, etc.)

Required:

• Bachelor's degree and 4 years related experience required.
• Strong excel and financial management software skills are essential.

Preferred:

• Bachelor’s Degree in Finance or Accounting or related discipline required with a minimum of 3 -5 years of finance experience with progressive responsibility in an FP&A function.
• Strong communication skills, ability to work in a team environment, Self-starter and takes initiative without continual direction.
• Advanced Excel and business modeling skills (pivot tables, V-look ups, etc.)
• Financial management software skills such as JD Edwards, SAP
• Expertise in using and extracting data from PowerBI
• Property & Casualty insurance experience
• Knowledge of generally accepted accounting principles and procedures.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.