Senior Revenue Analyst

Gallagher•Rolling Meadows, IL

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. We are looking to hire a Senior Revenue Analyst to join our amazing team! The Senior Revenue Analyst is responsible for analyzing client revenues and assisting with the accuracy and understanding of what is driving P&L results. Partnering with the GBS Finance team and Operations is essential to deliver meaningful insights around revenue. Responsibilities Overview: Forecast/Budget Processing & Analysis Owns monthly revenue forecast in our revenue system (OneStream) for specific branches Works with sales operation business partners to understand client forecast changes needed Understands trends in business, carriers and clients to manage forecasting of revenue. Monitors actual revenue posted throughout month, particularly during close, to ensure accuracy Analyzes and explains primary drivers of results to business partners and FP&A, including action areas as necessary. Oversee and ensure revenue cases are setup appropriately for accurate system processing by offshore team Oversee maintenance of policy renewal dates, term dates and other key information in our systems (xRM) Other areas and Projects Assists M&A and Corporate teams with new acquisition partner transition and revenue forecasting and reporting Projects likely to include working with IT on creating reporting systems to improve ease and accuracy of revenue reporting & working with other finance teams to gain additional support around overall revenue process

Requirements

Bachelor's degree and 4 years related experience required.
Strong Excel and financial management software skills are essential.
Ability to form relationships and collaborate across multiple function both within finance (i.e. Revenue, reporting, and Fin Ops teams) and business
Good written and oral communication skills. Ability to summarize detailed business understanding into executive level presentation with insightful perspectives
Analytical skills. Able to learn and understand all aspects of financial planning and analysis for an organization
Ability to learn business acumen. Bring logical solutions to business issues (not just financial)
Basic understanding of IT systems and data flows/interactions between systems
Basic understanding of the various practice areas and related revenue recognition and forecasting

Nice To Haves

Understanding of accrual accounting methods, ASC 606 revenue recognition experience a plus but not required

Responsibilities

Owns monthly revenue forecast in our revenue system (OneStream) for specific branches
Works with sales operation business partners to understand client forecast changes needed
Understands trends in business, carriers and clients to manage forecasting of revenue.
Monitors actual revenue posted throughout month, particularly during close, to ensure accuracy
Analyzes and explains primary drivers of results to business partners and FP&A, including action areas as necessary.
Oversee and ensure revenue cases are setup appropriately for accurate system processing by offshore team
Oversee maintenance of policy renewal dates, term dates and other key information in our systems (xRM)
Assists M&A and Corporate teams with new acquisition partner transition and revenue forecasting and reporting
Projects likely to include working with IT on creating reporting systems to improve ease and accuracy of revenue reporting & working with other finance teams to gain additional support around overall revenue process

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