Senior Financial Analyst

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

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.

This role primarily is a Sales & Commissions FP&A role with Branch Office P&L management for the Canadian branches. The role reports to the GBS Finance Director – Canada and serves as a primary interface between Finance and the Canadian branch leaders with a focus on providing insightful analysis on financial and operational performance of the business, making recommendations and providing support in implementation of said recommendations. As the Senior Financial Analyst, you will manage relationships and directly support the Area Presidents in strategic decisions with the aim to positively influence the growth of business.

• Monthly detailed financial analysis including variances to budget and prior year
• Monthly analysis of key sales & operational metrics including leading indicators
• Annual regional budget preparation along with monthly forecasting
• Ensure accuracy and completeness of monthly financial statements for Canada
• Monthly Producer compensation review including calculation of all applicable commission adjustments pursuant to Producer contracts
• Monthly accounts receivable/payables analysis, working with the regional operational and management teams
• Liaison between regional branches, operations, HR and the centralized finance and accounting teams.
• Producer & Employee contract review
• Providing insightful compensation& headcount financial reporting and analysis.
• Review and approval of invoices & G/L coding
• M&A analysis, due diligence, and integration as it would pertain to Canada
• Champion and improve key reporting and operational finance processes through documenting and assessing client requirements and assessing client requirements

Key Skills

• Advanced Excel & PowerPoint Presentation skills (required)
• Power BI, Power Pivot, NetSuite, Oracle JDE, TM1& MS Office suite
• Bi-lingual English/French (Preferred)
• Understanding GAAP Accounting & strong Financial Modeling skillset
• Strong Business Partnering, Communication, Collaboration & Interpersonal skills
• Learning agility & a bias to action by acquiring required Business Intelligence/knowledge
• Ability to deal with ambiguity
• Organized with effective time management
• Operates with minimal supervision
• Ability to gain trust with key relationships
• Ability to lead research and triage of complex problems, tactical and strategic solutions

• University degree, college diploma or equivalent experience required
• Professional accounting or finance designation required such as CPA, CMA
• Minimum 5 years financial planning and analysis experience (Insurance brokerage/related industry experience is an asset)
• Previous experience with M&A analysis is an asset
• Experience in financial analysis of sales & operational metrics
• Prior experience in a complex, international business environment is If you love the challenges of this dynamic field, then Gallagher will support and cultivate your professional development and success.

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:

• Flexible medical & dental coverage to meet your household's needs
• Life, Dependent Life and AD & D Insurance options
• Retirement savings including RRSP including a company match, TFSA, pension and more
• Employee Stock Purchase Plan

Other benefits include:

• Educational expense reimbursement
• Employee assistance programs
• Discounted gym membership (GoodLife Fitness)
• Opportunity for flexible work arrangements
• Paid sick days & personal days
• Paid Time Off to Volunteer
• Employee education recognition program
• Employee referral bonus program
• LifeWorks Employee Assistance Program
• Matching Gift Program

We value inclusion and diversity

Inclusion 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.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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.