Senior Financial Analyst

Overview

The Senior Finance Manager will play a pivotal role and will have full accountability of the Sales & Commissions FP&A team with Branch Office P&L management responsibilities for the Canadian branches. The role reports to the National GBS Finance Director – Canada and serves as a primary interface between Global and Divisional COE Finance teams 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 Finance Manager, you will be responsible to manage relationships and directly support the Area Presidents in strategic decisions, with the aim to positively influence the growth of the business. This position is responsible for providing strategic financial guidance to the analysts on the team and will act as a main point of contact for Branch leadership team. The ideal candidate will have a strong background in finance, accounting, and risk management, with specific expertise in the insurance brokerage industry. Key Competencies for Success Strategic Thinking: Ability to align financial strategies with business goals. Stakeholder Engagement: Identify & assess needs, reduce risk, resolve conflicts and increase support & buy-in. Analytical Skills: Strong capability to interpret financial data and provide actionable insights. Leadership: Proven ability to lead and develop high-performing teams. Communication: Excellent ability to present financial information to diverse audiences. Industry Expertise: Deep understanding of the brokerage industry, including regulatory and market dynamics. How you'll make an impact Accountable for the accuracy of the Month End close Process and Analysis; P&L monitoring during close to identify, prioritize and coordinate close issues. 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 of 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); collaborate with Operations and HR 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. Support & coordinate with M&A team and merger partners on due diligence, integration and earn out forecast tracking and support. What makes you successful Advanced Excel (Pivots, V-lookups, SUMIF, Macros etc.) & PowerPoint Presentation skills Power BI, Power Pivot, NetSuite, Oracle JDE, TM1& MS Office suite Ability to deal with ambiguity. Learning agility & a bias to action by acquiring required Business Intelligence/knowledge Organized with effective time management with an intense sense of priority and urgency. Understanding GAAP Accounting & strong Financial Modelling skillset Strong Business Partnering, Communication, Collaboration & Interpersonal skills Operates with minimal supervision. Ability to gain trust with key relationships. Ability to lead research and triage of complex problems, tactical and strategic solutions Good written and oral communication skills. Ability to summarize detailed business understanding into executive level presentation with insightful perspectives Analytical skills About you Bachelor’s degree in finance, Accounting, Economics, or a related field (required). CPA, CFA, or MBA (preferred). Minimum of 8 – 12 years of progressive experience in finance or accounting, with at least 3 – 5 years in a leadership role. (Insurance brokerage/ related industry experience is an asset) Previous experience with M&A analysis is an asset. Solid experience in financial analysis of sales & operational metrics 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. Compensation and benefits 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 Employee education recognition program Employee referral bonus program