Senior Financial Analyst - Gallagher

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.

We are looking for a Senior FP&A Financial Analyst to join our team! 

Position Summary:

The Senior FP&A Financial Analyst is responsible for compiling, analyzing, and communicating financial information for the organization. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Proactively identifies trends and developments in competitive environments and presents findings to senior management. Performs financial forecasting and reconciliation of internal accounts. Transforms data into actionable insights that improves revenue and earnings of the organization.

Essential Duties and Responsibilities:

• Perform month-end/quarter-end/year-end close duties.
• Assist in preparing annual budgets, and monthly and quarterly forecasts.
• Partner with business leaders to provide insight on drivers of monthly results, identify opportunities within the business, and enhance their decision making abilities using analytics.
• Provide clear analyses on trends and causes of P&L variances.  Translate those findings into recommendations that align with company business goals.
• Work closely with Finance leadership to identify opportunities to build out new processes and improve existing finance processes to ensure data integrity and efficient analyses.
• Perform ad-hoc business analyses and financial modeling.
• Strong analytical and communication skills.
• Advanced Excel and modeling skills (pivot tables, Vlookups, Macros, etc.).

Required:

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

Desired:

• Bachelor’s Degree in Finance / Mathematics or related discipline required with a minimum of 3-5 years of finance experience with progressive responsibility in an FP&A function.
• Property & Casualty insurance experience preferred.
• Knowledge of generally accepted accounting principles and procedures.

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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.