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Gallagher

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on protected characteristics by applicable federal, state, or local laws.

Finance Analyst

Data AnalystData AnalystFull TimeRemoteMid LevelTeam 5,001-10,000

Location

United States

Posted

11 days ago

Salary

0

Seniority

Mid Level

Job Description

Finance Analyst

Gallagher

Role Description Primarily focused on providing operational analysis and support to managers and associates in branch offices within an assigned region and Segment. Responsible for supporting client relationships and executing on operational initiatives. - Monitoring and investigating performance and functional system issues/opportunities and support operational improvement projects - Providing cross-functional and cross-business unit analysis - Testing new versions/updates of applications - Research and analyze Prospect and Client Opportunities (pipeline) - Populating reports and reporting metrics that will assist with Broker Accountability Assessments; Communicating Segment specific content, products and marketing materials - Coordinating legal document development and execution with broker teams, Legal, Client Services, Compliance and Executive Team - Represents Branch offices served and advocate on their behalf as a sitting member of various management and operation groups - Acts as a point of contact for information flow between local offices, Central Operations Team, HR, Finance, Compliance, WRA, IT and Gallagher Group functions Qualifications - Bachelor's degree and 0 - 1 years prior relevant experience, or equivalent experience in commercial insurance - Competent using Word, Excel and PowerPoint - Ability to travel to branch Offices Requirements - Proficiency in Excel (Pivot Tables and VLOOKUP required) - Strong communication skills with ability to work cross-functionally - Bachelor’s degree in Finance, Accounting, or related field - Strong foundational understanding of financial concepts - 1–3 years of experience in finance, accounting, or business analysis - Experience with financial reporting, forecasting, or accruals - Exposure to BI tools (OneStream, TM1, or similar) - Experience working in cross-functional or business-facing finance roles - Interest in stakeholder engagement and financial storytelling Work Traits - Enthusiastic and self-motivated - Confident relationship building skills - Well organized and able to effectively prioritize workload against competing demands 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...

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