Senior Financial Analyst

Responsibilities

• Compiles and analyzes financial information for an organization.
• Develops integrated revenue/expense analyses, projections, reports, and presentations.
• Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
• Identifies trends and developments in competitive environments and presents findings to senior management.
• Performs financial forecasting and reconciliation of internal accounts.
• Led and directs the work of others and may manage/coordinate the work of more junior staff.

Requirements

• Bachelor's degree and 4 years related experience required.
• Strong excel and financial management software skills are essential.
• Preferred: CMA or CFA preferred.

Qualifications

• Degree in Accounting or Finance: A Bachelor’s degree in Accounting, Finance, or a closely related field is preferred.
• 3 years of experience in FP&A preferred.
• Advanced Excel Skills: Demonstrated expertise in Excel, including experience with financial modeling and complex data analysis.
• Experience with Data Visualization Tools: Proficiency with Tableau and/or Power BI for creating insightful reports and dashboards.
• Process Improvement Experience: Proven track record in identifying and implementing process improvements and automating workflows.
• Detailed Analytical Experience: Strong background in performing detailed financial analyses to support decision-making.
• Financial Planning & Analysis (FP&A) Experience: Relevant experience in FP&A roles, including budgeting, forecasting, and financial reporting.

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)
• Education 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

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.