Senior Financial Analyst

At Risk Placement Services, we're more than just a team – we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and every individual's contribution matters. Step into a world of excitement and innovation as we work with top-rated carriers to design robust coverage for our clients. Unleash your potential and join our spirited team, where you'll have the freedom to explore and the support to grow.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

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 including understanding of 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.
• Partner 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 organizational 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 up, 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.
• Financial management software skills such as JD Edwards, SAP.
• Expertise in using and extracting data from PowerBI.
• Property & Casualty insurance industry experience preferred.
• Knowledge of GAAP.

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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...

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.