Senior M&A Financial Specialist

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

The Senior M&A Financial Specialist is responsible for leading and managing the financial oversight of acquisition-related activities. This senior-level position will play a critical role in tracking integration spend, monitoring revenue and expense synergies, reporting financial results, and managing corporate information requests. The ideal candidate will have a strong background in financial analysis, reporting, and corporate finance, with the ability to collaborate across teams and provide strategic insights to support organizational goals.

Responsibilities:

• As the Senior M&A Financial Specialist, you will oversee the tracking of integration spend to ensure alignment with approved budgets and identify opportunities for cost optimization. You will monitor and analyze revenue and expense synergies resulting from acquisitions, providing actionable insights to maximize financial performance and operational efficiency.
• You will be responsible for preparing and presenting financial results related to acquisitions, including forecasts and budgets, to senior leadership. This includes developing detailed financial reports, dashboards, and presentations that highlight key metrics, trends, and progress against acquisition goals.
• In this role, you will manage corporate information requests, including the recording of acquisitions and preparing the Annual Acquisition Review for the AJG Board of Directors. You will ensure the accuracy and timeliness of all reporting and provide insights to support strategic decision-making at the highest levels of the organization.
• You will also lead quarterly earnout liability reviews, working closely with relevant teams to assess and report on contingent consideration obligations. Additionally, you will oversee impairment analysis reviews to ensure compliance with accounting standards and organizational policies.
• Collaboration is a key aspect of this position, as you will work closely with finance, legal, operations, and other relevant teams to ensure seamless integration and reporting processes. You will also respond to ad hoc corporate requests, providing financial analysis and insights to address emerging needs and priorities.
• Finally, you will stay informed on industry trends, best practices, and regulatory changes to continuously improve acquisition finance processes. You will implement innovative strategies and tools to enhance efficiency, accuracy, and effectiveness in tracking, reporting, and analyzing acquisition-related financial activities.

Required:

• Bachelor's degree and 7 years related experience required.
• Strong analytical skills.
• Well-rounded commercial and economic awareness and understanding of the financial markets.

Preferred:

• Bachelor's degree in Accounting, Finance or related field.
• 5+ or more years of in financial management, acquisition finance, or corporate finance.
• Proven expertise in financial reporting, forecasting, budgeting, and synergy tracking.
• Understanding of earnout liabilities, impairment analysis, and acquisition accounting.
• Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
• Excellent communication and interpersonal skills, with the ability to influence and collaborate with diverse stakeholders.
• High level of attention to detail and the ability to manage multiple projects simultaneously.
• Strong technical skills across Microsoft Office Suite, particularly with Microsoft Excel (e.g. HLOOKUP, VLOOKUP, Pivot Tables, Conditional Logic Functions (IF, AND, OR), Financial Functions (NPV, IRR, PV, etc.).
• Insurance or insurance brokerage industry experience is a plus, especially with employee benefits.
• MBA or CPA Candidate/Certification is preferred.

Behaviors/Personal Attributes:

• Detail oriented, strong organization skills, and ability to meet tight deadlines.
• Highly motivated with a strong work ethic; able to operate independently and with minimal supervision.
• Strong interpersonal and project management skills.
• Ability to work and interact smoothly and effectively with multi-faceted teams (e.g. Compliance, Operations, HR, Technology, etc.).
• Ability to handle pressure, prioritize and manage multiple projects simultaneously and accurately.
• Analytical thinker with excellent problem-solving skills.

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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

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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.