Client Financial Analyst Senior

Gallagher

  • Rolling Meadows, IL
  • Permanent
  • Full-time
  • 22 days ago
Job Description:IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
How you'll make an impactAs a Client Financial Analyst Senior, your primary focus will be collaborating with Underwriting, Risk Management, and Accounting teams to manage and oversee the financial operations of group captive insurance companies.Key responsibilities include:
  • Lead in the financial management of group captive insurance companies.
  • Perform financial analysis on behalf of clients, and provide consultation to clients around analytical findings.
  • Review company financials in order to prepare or review US Federal Corporate Income tax provisions, extensions, and returns.
  • Establish and develop strong term relationships with clients and external service providers such as actuaries, tax advisors, auditors, investment managers, bankers, carriers and TPAs.
  • Prepare and present financial materials for Board of Directors meetings of group captive insurance companies managed by Artex.
  • Manage process improvement projects, and also act as an analytical or procedural expert to represent the team on cross-functional process and project deliverables.
  • Assist in the formation and management of new group captive insurance companies.
About YouRequired:
  • Bachelor's degree and minimum 4 years related experience.
  • Proficiency with software programs, such as excel, and mathematical calculations.
  • Strong PC and Microsoft application skills, including Word and Excel.
  • Basic understanding of insurance concepts.
  • Excellent oral and written communication ability.
Preferred:
  • Financial accounting or related experience
  • Experience with US Federal Corporate Income tax provisions, extensions and tax returns, drafting and managing correspondence with the IRS.
  • Willing to travel to client facing or internal meetings 6-12 times per year
  • Excellent oral and written communication ability
  • Experience in client-facing roles
  • Advanced proficiency in Excel, with a preferred understanding of Power BI
  • Prior experience with SQL Server or a willingness to learn is an added advantage
  • Strong analytical, problem-solving, and communication skills.
  • Ability to work independently and collaborate in a team environment.
  • Basic understanding of data reporting, or willingness to learn.
  • Strong attention to detail and accuracy.
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Compensation and benefitsWe 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...
We value inclusion and diversityto review our U.S. Eligibility RequirementsInclusion 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 race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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