Financial Analyst – Financial Operations

Job Description

Financial Analyst – Financial Operations | Gallagher

The Tone:
This is a full-time role at Gallagher Benefit Services. At GBS, you will be a trusted partner to organizations, helping clients build better workplaces where people feel supported, empowered, and inspired. The work you do here creates meaningful change for businesses and the people who power them by shaping benefit strategies, designing wellbeing programs, and advising on workforce challenges. Your contribution matters in solving problems and shaping the future of work, helping to build a better world of work.

The TL;DR
• Role: Mid-level
• Type: Full-time
• Location: Not specified

• Team: Cross-functional, collaborating with strategic finance partners, branch stakeholders, accounting solutions, and M&A teams.
• Mission: Understand, execute, and improve organizational processes, primarily administering the Producer Incentive Compensation Program, and investigate new efficiencies.
• Tech Stack: MS Office 365, Excel (pivots, V-lookups, macros)

What You’ll Actually Do
• Bonus Calculation Administration: Compile, analyze, and communicate annual producer compensation calculations, resolving variances and disputes with branch leadership.
• Book of Business Analysis and Validation: Manage producer assignments and practice area case changes by understanding business structure and client needs.
• Expense Analysis: Review and ensure accuracy of bonus accrual accounts and perform producer compensation expense analysis against revenue and KPIs.
• Financial Process Review and Improvement: Annually review and improve finance operations processes by proposing, testing, and implementing efficient solutions.
• M&A Support: Assist M&A and Strategic Finance teams with compensation plan tracking, administration, and transition for new acquisitions.

The Must-Haves
• Background: Requires a Bachelor’s degree and at least 3 years of related professional experience in a financial operations capacity.
• Experience: 3 years of experience with strong PC and Microsoft application skills, specifically demonstrating expertise in Excel functions like pivots, V-lookups, and macros.
• Skills: Intermediate ability in MS Office 365 with a primary focus on Excel, a basic understanding of IT systems and data flows, strong cross-functional collaboration and communication skills, and analytical capabilities to understand financial planning and analysis.
• Bonus: Ability to learn business acumen and bring logical solutions to business issues beyond just financial perspectives.