Financial Analysis - Intermediate

About the role

This position is responsible for compiling, analyzing, and communicating financial information for the organization. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Proactively identifies trends and provides support to the business in order to make informed business decisions. Performs financial forecasting using historical trends and forward looking insights to senior leadership. Transforms data into actionable insights that improves revenue and earnings of the organization.

Essential Duties and Responsibilities

• Perform month-end/quarter-end/year-end close duties
• Assist in preparing annual budgets, and monthly and quarterly forecasts
• Parenthetical with business leaders to provide insight on drivers of monthly results, identify opportunities within the business, and enhance their decision making abilities using analytics
• Provide clear analyses on trends and causes of P&L variances. Translate those findings into recommendations that align with company business goals
• Work closely with Finance leadership to identify opportunities to build out new processes and improve existing finance processes to ensure data integrity and efficient analyses
• Perform ad-hoc business analyses and financial modeling

Required

• Requires Bachelor's degree and 3 years related experience
• Strong PC and Microsoft application skills
• Excel expertise required (pivots, V-lookups, macros)

Preferred

• Bachelor’s degree in Finance, Accounting, or related discipline
• Insurance experience

Behaviors

• Highly motivated with the ability to work on a team as well as independently and drive results
• Comfortable in an environment with changing priorities, and competing demands for time
• Highly motivated with ability to drive results
• Ability to work extended hours as required

Compensation and Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: 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

Other benefits include: 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...

The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity. Click Here to review our U.S. Eligibility Requirements