Welcome to Gallagher - a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it's with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself.
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.
Overview
Seeking a proactive, self-directed Senior Financial Analyst with the ability to produce accurate and timely internal and external financial reports. The Financial Analyst will be an integral member of the FP&A team, assisting with financial analysis, budgeting, month end reporting including forecasting, data analytics and other ad hoc projects. This role provides an exciting opportunity to obtain a wide range of experience in the various aspects of FP&A for the Canada region.
How you'll make an impact
Core responsibilities
Participate in the month end close process by supporting the collection and assembling of financial data while ensuring the completeness, existence and accuracy of results
Perform variance analysis of income statement accounts to identify and investigate unusual fluctuations
Gather and consolidate information to support the monthly forecasting process
Assist with the preparation of internal reporting packages for Management/Executive Team
Provide analysis and additional reporting in a timely manner to all queries from stakeholders, including National Presidents, as required
Involved in the organization's budgeting process requiring this role to be a strong liaison with our regional offices
Responsible for generating budget models/templates used by the regional offices with accurate historical revenue and expense data
Support the Regional Finance Directors during month end and the budgeting process by responding to queries in a timely manner
Assist with the budget upload into the Cognos TM1 system and ensuring completeness/accuracy of the budget upload
Work closely with Data Analytics team to build a Sales and Production reporting framework
About you
Position Qualifications
Bachelor Degree in Accounting or Finance. A CPA designation or equivalent is required (or in the process) Contador Publico Certificado (Certified Public Accountant)
4 years relevant work experience
Experience in US GAAP a preference
General knowledge of accounting/financial/operational principles
Advanced Excel skills required, ability to create and edit Macros with VBA highly valued. Experience using SQL
Working experience with IBM Cognos/OneSource/JD Edwards or similar ERP.
Ability to conceptualize and assimilate data and present proposals/reports in a clear and concise manner
Strong interpersonal and communication skills both written and verbal to interact with all levels in the organization as required
Team player, but can also work well autonomously.
Resourceful and flexible in adapting to a non-routine and fast paced environment.
Excellent organizational and time management skills
Must have a high degree of accuracy, very detail-oriented
Deadline driven, results-oriented, highly responsible and accountable
* Proactive, strong initiative, self-motivated
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