Role Description Our Advisory and Analytics team assists clients with their insurance buying decisions; focuses on consulting with clients to evaluate and develop unique solutions using alternative financing methods either in conjunction with or distinct from traditional insurance markets. The Advisory and Analytics team provides a broad range of risk finance and captive consulting services which include: - Objective advice to clients interested in the feasibility of using a captive insurance company as part of their risk management program. - Expanding the scope of, or maximizing the utility of, an existing captive. This role will also include a level of account management for a select number of captive clients that require an experienced captive professional around renewal management and placement strategy. How you'll make an impact: - Support our Feasibility Study pipeline while working closely with our industry leading Artex Sales team. - Deliver a Feasibility Study product that is best in class and enhancing the feasibility process so that it is optimal from an organizational perspective. - Overall responsibility for onboarding new clients with local captive management offices. - Provide ongoing consulting to existing client base through stewardship and other means in order to further develop their captive operations and attain optimal results from their alternative risk strategy. - Build out captive utilization studies to ensure clients attain best use of their companies and help drive additional revenue streams from such studies. - Develop strategies with management and lead by example for developing risk consulting business with existing and new client base. - Seek and actively participate in sales calls and presentations. - Identify and build relationships with the Gallagher Broking network in an effort to secure strategic proposal opportunities for risk consulting and captive formation. Qualifications - Bachelor's degree and 5+ years related experience. - Appropriate License required. - Financial and/or Insurance professional designations preferred. Requirements - In-depth knowledge of captive insurance companies and the captive insurance industry. - Excellent knowledge of alternative risk financing approaches, insurance coverage options, and major program designs. - Strong knowledge of technology tools for consulting analysis, technology applications, and data utilization. - Strong understanding of the risk consulting business. - Ability to write complex reports and business correspondence. - Excellent knowledge of risk consulting methodologies and principles. - Commitment to client service and business ethics. - Strong written and verbal communication skills. - Familiarity with the interpretation of financial statements. 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. - And more...

Role Description Als Kundenberater für Buchhaltungsautomatisierung (m/w/d) spielst du eine entscheidende Rolle bei der Implementierung unserer Lösungen für unsere Kunden. Du arbeitest eng mit Anwendern und Key Usern zusammen, um deren Geschäftsprozesse zu optimieren und sicherzustellen, dass unsere Software bestmöglich eingesetzt wird. Du bist verantwortlich für die Schulung, Unterstützung und Optimierung der Produktnutzung, um langfristige Erfolge zu gewährleisten. - Kundentermine, Beratung & Schulungen: Du planst und führst Kundenbesuche sowie Meetings durch, optimierst die Arbeitsweise der Anwender und bietest Schulungen sowie Nachschulungen an, um eine optimale Nutzung unserer Software sicherzustellen. - Automatisierungsoptimierung: Du koordinierst verschiedene Teams, um die Software optimal zu konfigurieren und maximale Automatisierung zu gewährleisten. - Feedback sammeln: Du holst Kundenfeedback ein, leitest es an den Account Manager (ACM) weiter und arbeitest eng mit dem Requirement-Engineering zusammen. - Einrichtung & Onboarding: Du unterstützt die Anwenderschulung und fungierst als fachliche und technische Ansprechperson für die Anwender. - Problemlösung & Troubleshooting: Du löst Anwenderprobleme in enger Zusammenarbeit mit dem technischen Support und stellst sicher, dass Service Levels eingehalten werden. Qualifications - Erfahrungen in der Finanzbuchhaltung oder Steuerberatung, idealerweise im DATEV Umfeld („know your customer“) - Oder: Erfahrungen im Projekt- bzw. Prozessmanagement vorzugsweise im SaaS oder BMD Umfeld - Integrative:r Kommunikator:in, der/die problemlos mit mehreren Stakeholdern zusammenarbeiten kann - Freude an der Arbeit in einem hochdynamischen Umfeld eines Scale-Ups - Ausgezeichnete Deutsch- und Englischkenntnisse in Wort und Schrift Benefits - Dein Arbeitsplatz: Bei uns arbeitest du zu 100 % remote und maximal flexibel von überall in Deutschland. - Teamspirit: Unsere Kultur ist direkt, offen und wertschätzend. - Onboarding & Buddy-Programm: Ein persönlicher Buddy und unser strukturierter Einarbeitungsplan sorgen dafür, dass du schnell ankommst. - Flexible Arbeitszeiten: Teile dir deine Zeit selbst ein. - Modernes Equipment: Laptop und modernste Technik gehen auf uns. - Mobilität & Fitness: Wir unterstützen dich mit Eversports und jährlichen Sportevents. - Firmenevents: Unsere gemeinsamen Events finden im wunderschönen Wien statt. Company Description Finmatics - Your AI accountant macht Buchhaltung einfacher, schneller und smarter. Unsere Mission: Zeit zurückgeben, Belegchaos beseitigen und Abläufe effizient, digital und zukunftssicher gestalten.

• Proficient use of healthcare data and analytical tools • Prepares deliverables aligned to project goals and objectives • Applies specialized knowledge and skills to address client issues • Participates in key strategic interviews with clients • Drafts sound and well-structured recommendations

• You advise our clients on building and advancing their crisis resilience: from designing crisis organizations and establishing and training crisis management teams to embedding resilience into day-to-day operations • You work with clients to build crisis teams in a structured way, define roles and procedures, and ensure demonstrable operational readiness in emergency situations • You plan and facilitate crisis exercises and simulations, from tabletop exercises to full-scale drills, so teams know what to do when it matters • You actively shape our crisis simulation formats: design scenarios, develop exercise materials, and detail the content and flow of simulations • In Business Continuity Management (BCM) and IT Service Continuity Management (ITSCM) you guide clients from Business Impact Analyses (BIAs) through emergency concepts to practical runbooks and playbooks, in close collaboration with our Cloud Architect • You monitor regulatory developments, identify implications for our clients, and introduce new approaches into our consulting practice