Note: The job is a remote job and is open to candidates in USA. Gallagher is a company that reimagines risk management, helping clients navigate complex risks with innovative solutions. They are seeking a Senior Financial Analyst to collaborate with various teams to manage the financial operations of group captive insurance companies and provide analytical consultation to clients.

Responsibilities

• 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
• Establish and develop long 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

Skills

• Bachelor's degree and minimum 4 years related experience
• Strong PC and Microsoft application skills, including Word and Excel
• Basic understanding of insurance concepts
• Excellent oral and written communication ability
• Financial accounting or related experience
• Willing to travel to client facing or internal meetings 4-6 times per year
• 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
• Strong attention to detail and accuracy
• Ability to work independently and collaborate in a team environment
• Basic understanding of data reporting, or willingness to learn

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

Company Overview