Senior Financial Analyst

Gallagher•Rolling Meadows, IL

17h

About The Position

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. 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.

Requirements

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

Nice To Haves

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 without continual direction.
Advanced Excel and business modeling skills (pivot tables, V-look ups, etc.)
Financial management software skills such as JD Edwards, SAP
Expertise in using and extracting data from PowerBI
Property & Casualty insurance experience
Knowledge of generally accepted accounting principles and procedures.

Responsibilities

Perform month-end/quarter-end/year-end close duties include understanding 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.
Business partnership 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 organization 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 ups,, etc.)

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