Financial Analyst

At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible.

As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same.

We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.

As a Financial Analyst your primary focus will be collaborating with Underwriting, Risk Management, and Accounting teams to manage and oversee the financial operations of group captive insurance companies.

Responsibilities:

• Lead in the financial management of group captive insurance companies.
• Perform financial analysis on behalf of clients and provide consultation to clients around analytical findings.
• Establish and develop strong term relationships with clients and external service providers such as actuaries, tax advisors, auditors, investment managers, bankers, carriers and TPAs.
• Prepare and present financial materials for Board of Directors meetings of group captive insurance companies managed by Artex.
• Manage process improvement projects and also act as an analytical or procedural expert to represent the team on cross-functional process and project deliverables.
• Assist in the formation and management of new group captive insurance companies.

Required:

• Bachelor's degree (Accounting, Finance, or Business Administration) and 2 years of related experience required.

Preferred:

• Bachelor's degree and minimum 2 years relevant experience
• Financial accounting or related experience
• Willing to travel to client facing or internal meetings 2-6 times per year
• Excellent oral and written communication ability
• Experience in client-facing roles
• Advanced proficiency in Excel, with a preferred understanding of Power BI
• Prior experience with SQL Server or a willingness to learn is an added advantage
• Strong analytical, problem-solving, and communication skills.
• Strong attention to detail and accuracy.
• Ability to work independently and collaborate in a team environment.
• Basic understanding of data reporting, or willingness to learn.

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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

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.