Financial Analyst

Gallagher

Rolling Meadows, Illinois

JOB DETAILS
JOB TYPE
Full-time
SKILLS
Accounting, Actuarial Skills, Analysis Skills, Board Meeting, Business Administration, Cross-Functional, Customer Relations, Customer Support/Service, Detail Oriented, Finance, Financial Accounting, Financial Analysis, Financial Management, Financial Operations, Insurance, Investment Management, Leadership, Microsoft SQL Server, Power BI, Problem Solving Skills, Process Improvement, Process Management, Risk Management, Sales Management, Team Lead/Manager, Team Player, Underwriting, Willing to Travel
LOCATION
Rolling Meadows, Illinois
POSTED
3 days ago
Introduction:
At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.
 
How you'll make an impact:

As a Financial Analyst your primary focus will be collaborating with Underwriting, Risk Management, and Accounting teams to manage and oversee the financial operations of group captive insurance companies.

Responsibilities:
• With supervision, assist 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.

About you:

Required:

  • Bachelor's degree (Accounting, Finance, or Business Administration).
  • 2 years of related experience required.

Preferred:

  • Minimum 1 year relevant experience.
  • Financial accounting or related experience.
  • Willing to travel to client facing or internal meetings 4-6 times per year.
  • Experience in client-facing roles.
  • Experience with Power BI.
  • Prior experience with SQL Server or a willingness to learn is an added advantage.
  • Strong analytical and problem-solving 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.

 

#LI-KK3

Compensation and benefits:

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

  • Competitive compensation
  • Comprehensive benefits programs designed to support your well-being 
  • Career development opportunities and ongoing learning 
  • A collaborative, people-first culture with accessible leadership 
  • The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

About the Company

G

Gallagher

Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.

Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.

COMPANY SIZE
10,000 employees or more
INDUSTRY
Insurance
FOUNDED
1927
WEBSITE
https://www.ajg.com/