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Finance Analyst, North America

United States
Full-time
Remote
$44K/yr - $85K/yr
Entry Level
Gallagher Re is a company that helps clients make confident, data-driven decisions in a rapidly evolving risk landscape. The Finance Analyst will provide operational analysis and support to managers and associates in branch offices, focusing on client relationships and executing operational initiatives.
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Responsibilities

  • 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

Qualification

Required

  • Bachelor's degree and 0 - 1 years prior relevant experience, or equivalent experience commercial insurance experience
  • Competent using Word, Excel and PowerPoint
  • Ability to travel to branch Offices

Preferred

  • 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

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
Gallagher is an international insurance brokerage and risk management services firm.
Glassdoor
3.4
Founded in 1927
Rolling Meadows, Illinois, USA
10001+ employees
https://www.ajg.com/