Financial Analyst

Gallagher•Charlotte, NC

7d•Hybrid

About The Position

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 Financial Analyst works closely with our Producers to create custom executive benefit plans to meet specific goals of the organization and client needs. This role will ideally be hybrid, based out of our Charlotte office 2-3 days per week. For the right individual, we’re open to a fully remote work arrangement.

Requirements

Bachelor's degree in Business, Accounting, Finance, Actuarial Science or related field.
Strong technical aptitude and excellent verbal and written communication skills.
Currently has or is interested in obtaining in depth knowledge and understanding of executive benefit arrangements, including various benefit plan structures such as 457(f), 457(b), executive bonus and collateral assignment split dollar and available funding options such as life insurance, annuities and investment securities
Very strong Excel skills, including ability to work with and understand formulas, calculations and financial functions (IRR, NPV, etc.)
Strong critical thinking, problem solving, analytical, reading comprehension and time management skills
Ability to manage multiple priorities and deadlines simultaneously, to work independently in a fast paced work environment and to meet objectives without supervision
Self-motivated to take initiative to expand knowledge and understanding

Nice To Haves

Knowledge of executive benefits and/or life insurance is preferred

Responsibilities

Work closely with Producers on plan design and funding options for potential clients
Produce accurate and timely analyses and reports that meet various team members’ requests, needs and expectations, with the ultimate goal of the approval and implementation of proposed benefit plans and/or investment vehicles.
Provide analysis, reporting, new business and ongoing administration support for asset management and insurance services provided by the company
Provide input on team systems and approaches to ways to improve efficiency or changes needed to accommodate project needs, as applicable
Stay current on changes impacting analyses (e.g. insurance carrier crediting rates, AFR rates, IRS limits) and understand effect of changes on results
Runs benefit and insurance projections based on a prospect’s needs.
Works independently once parameters of project are understood.
Completes projects in a timely and accurate manner.
Facilitates benefit and insurance implementation once project receives approval
Assists Client Service Managers with re-projections for existing clients.
Keeps abreast of new products and designs as business environment evolves.
Participate in client/vendor meetings as requested

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