Financial Analysis - Intermediate

Gallagher • Rolling Meadows, IL

7d

About The Position

This position is responsible for compiling, analyzing, and communicating financial information for the organization. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Proactively identifies trends and provides support to the business in order to make informed business decisions. Performs financial forecasting using historical trends and forward looking insights to senior leadership. Transforms data into actionable insights that improves revenue and earnings of the organization.

Requirements

• Requires Bachelor's degree and 3 years related experience.
• Strong PC and Microsoft application skills.
• Excel expertise required (pivots, V-lookups, macros).
• Highly motivated with the ability to work on a team as well as independently and drive results
• Comfortable in an environment with changing priorities, and competing demands for time
• Highly motivated with ability to drive results
• Ability to work extended hours as required

Nice To Haves

• Bachelor’s degree in Finance, Accounting, or related discipline
• Insurance experience

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

Benefits

• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level