Senior Financial Analyst

IntroductionDiscover 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.OverviewSales & Commissions FP&A role with Branch Office P&L management for the Canadian branches. The role reports to the National GBS Finance Director - Canada and serves as a primary interface between Finance and the Canadians 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 the business.How You'll Make An ImpactMonth End Process and Analysis P&L monitoring during close to identify and coordinate close issues that need to be resolved before close endsUnderstand your variances vs. budget/forecast Conduct month end commentary/summarize the story to stakeholders: ensure commentary is a key point of discussionForecast/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 PYForecast 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 reasonabilityConduct Risks & Opportunities tracking (across full P&L); work with businesses to mitigate the risks and realize the opportunitiesBuilding 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 numbersHandle 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 performanceConduct 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 projectionsWhat makes you successfulAdvanced Excel (pivots, V-lookups, macros) & PowerPoint Presentation skillsPower BI, Power Pivot, NetSuite, Oracle JDE, TM1& MS Office suiteAbility to deal with ambiguityOrganized with effective time managementUnderstanding GAAP Accounting & strong Financial Modelling skillsetStrong Business Partnering, Communication, Collaboration & Interpersonal skillsLearning agility & a bias to action by acquiring required Business Intelligence/knowledgeOperates with minimal supervisionAbility to gain trust with key relationshipsAbility to lead research and triage of complex problems, tactical and strategic solutionsGood written and oral communication skills. Ability to summarized detailed business understanding into executive level presentation with insightful perspectives Analytical skillsAbout YouUniversity degree, college diploma or equivalent experience requiredProfessional accounting or finance designations required such as CPA, CMAMinimum 5 years of 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 metricsPrior 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. Compensation And BenefitsOn 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 needsLife, Dependent Life and AD & D Insurance optionsRetirement savings including RRSP including a company match, TFSA, pension and moreEmployee Stock Purchase PlanOther benefits include:Educational expense reimbursementEmployee assistance programsDiscounted gym membership (GoodLife Fitness)Opportunity for flexible work arrangementsPaid sick days & personal daysEmployee education recognition programEmployee referral bonus programWe value inclusion and diversityInclusion 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.