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About Us:
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
As a member of our benefits and HR consulting team, you’ll help our clients – employers of all sizes, across all industries – build workplaces that work better.
Responsibilities:
The Senior Financial Analyst is responsible for financial planning and analysis across all regions. This will be done by partnering with the Canadian Finance Director to deliver meaningful financial insights. As a part of the finance team, you will work closely with leadership on various analytical projects. This role can be filled anywhere in Canada.
How you will impact the business:
- Month End Process and Analysis P&L monitoring during close to identify and coordinate close issues that need to be resolved before close ends
- Understand your variances vs. budget/forecast Conduct month end commentary/summarize the story to stakeholders: ensure commentary is a key point of discussion
- Forecast/Budget Process & Analysis Owns overall forecast and budget processes, but coordinate needed inputs that are owned by revenue/comp/reporting team Understand your variance drivers from budget and PY
- Forecast commentary/Summarize the story to stakeholders: ensure commentary is a key point of discussion Conduct Revenue Gap analysis (assessing reasonability of the outgoing revenue forecast; quantifying potential gaps in the forecast that need to be addressed and partnered with revenue team to help resolve).
- Include assessment on future sales (pipeline adequacy) and develop similar metrics/indicators on future renewal changes and lost projections to assess reasonability
- Conduct Risks & Opportunities tracking (across full P&L); work with businesses to mitigate the risks and realize the opportunities
- Building Financial Acumen and Awareness in the Business Lead executive level reviews and discussions with Area Presidents and Regional Presidents on results/forecasts/budgets to build their financial acumen and help them to “own and know” their numbers
- Handle takeaways and follow ups resulting from these meetings with applicable individuals for support (revenue, comp, reporting)
- Champion and design reporting needs for key stake holders and coordinate with reporting team to produce Optimizing Financial Performance Develop and track KPIs-track and address under/over performance with stakeholders Conduct profitability analysis at all levels (Region, Branch, Client).
- Identify underperforming branches and clients; partner with business to improve financial performance Conduct growth analysis. Analyze insights and trends on what is driving growth of the branch/region (industry view, effective view, win/lost/renewal reports, etc.) Conduct expense monitoring.
- Manage and drive efficiencies in the cost base through analysis of key expense drivers M&A Support Coordinate with M&A team on earn out tracking and support Support M&A team on due diligence and integration Lead conversations with merger partners on current forecast/earn out projections
Skills to make you successful in the role:
- Desire to create meaningful changes from our current bonus related processes and procedures Basic understanding of IT systems and data flows/interactions between systems Basic understanding of the various practice areas and related bonus programs
- Ability to form relationships and collaborate across multiple function both within finance (i.e. reporting, Fin Ops and Revenue teams) and business
- Good written and oral communication skills. Ability to summarized detailed business understanding into executive level presentation with insightful perspectives Analytical skills.
- Able to learn and understand all aspects of financial planning and analysis for an organization Ability to learn business acumen. Bring logical solutions to business issues (not just financial)
Qualifications:
Education and Experience:
- Bachelor’s degree in a related discipline Accounting designation is preferred 5+ years related experience Strong PC and Microsoft application skills
- Excel expertise required (pivots, V-lookups, macros)
- Prior experience in a complex, international business environment is preferred If you love the challenges of this dynamic field, then Gallagher will support and cultivate your professional development and success.
- With more than 300 HR and Benefits professionals across Canada, our team harnesses our collective strengths to deliver outstanding service, coupled with our local expertise.
- Founded on the cornerstones of integrity, innovation, partnership, and empathy, Gallagher Canada has built its legacy one success at a time.
- With a strong history and a forward-thinking future, we continue on the quest to become the leading brokerage and consulting firm in Canada.
- We are an equal opportunity employer which values diversity in the workplace and are therefore happy to accommodate any individual needs in keeping with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act.
- Accommodations are available on request for anyone taking part in all aspects of the selection process.
