Financial Analyst

Gallagher; Glasgow; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm in Glasgow is seeking a highly skilled Finance Analyst to handle complex cash allocations and client account reconciliations. The ideal candidate will have strong problem-solving abilities, attention to detail, and proficiency in Excel. This role offers competitive compensation, a collaborative culture, and a range of benefits including generous holiday and pension contributions.

Benefits

Minimum of 25 days holiday

Defined contribution pension scheme

Life insurance

Health cash plan

Discounted gym membership

Qualifications

• Proven experience in cash allocations or accounts receivable.
• Demonstrated ability to resolve root causes in finance.
• Strong proficiency in analyzing large data sets.

Responsibilities

• Investigate unallocated cash.
• Chase outstanding payments with clients.
• Provide detailed monthly aged debt reports.

Skills

Problem-solving abilities

Attention to detail

Communication skills

Interpersonal skills

Ability to multi-task

Education

Relevant finance background

Tools

MS Office

Excel

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.

You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips.

Here, you’re not just improving clients’ risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve.

If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

Are you a highly skilled and motivated professional with expertise in complex purchase ledger, credit control, or unallocated cash? We have an exciting opportunity for a Finance Analyst (Reconciliations and Investigations) to join our team. In this role, you will manage a portfolio of client accounts across diverse markets, including Marine, Art & Specie, Energy, Construction, Financial Risks, and Property & Casualty.

Your day‑to‑day responsibilities will involve complex cash allocations, premium collection, and resolving processing discrepancies. We are seeking someone with problem‑solving abilities who can effectively liaise between clients and internal business divisions to address issues and drive solutions. If you are resilient, diligent, and accountable, we encourage you to apply and become part of our team, where you can make a meaningful impact.

If you have a passion for problem‑solving and delivering exceptional customer service, we would love to hear from you.

How you’ll make an impact

• Investigate unallocated cash by liaising with brokers and clients.
• Chase outstanding cash under query with clients on a frequent basis.
• Manage a high volume of queries and respond appropriately to urgent issues.
• Provide detailed commentary on monthly aged debt reports.
• Challenge and raise poorly running accounts with internal management and business divisions.
• Perform root cause analysis to improve processes.
• Manage client debts and proactively contact debtors to resolve payment issues.
• Advise business divisions of non‑payments in a timely manner.
• Arrange and attend meetings to discuss aged debt and unallocated cash issues.
• Perform client statement reconciliation.
• Liaise with internal staff to ensure compliance with policies and regulations.
• Follow professional standards and internal policies.

About you

• Proven experience in a high‑volume purchase ledger, cash allocations, or accounts receivable role within a complex business environment is essential.
• Your CV should demonstrate your ability to identify and resolve root causes to reconcile accounts effectively.
• Prior experience in Financial Services would be advantageous but is not essential.
• Exceptional attention to detail.
• Proficiency in MS Office, particularly Excel, with the ability to analyse and reconcile large data sets.
• Strong communication and interpersonal skills.
• Ability to multi‑task, plan, and prioritise workload effectively.
• Experience working to strict deadlines.
• Eligibility to work in the UK.

Apply now to join our team and take on this challenging and rewarding role!

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:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
• Defined contribution pension scheme, which Gallagher will also contribute to
• Life insurance, which will pay 4x your basic annual salary, which you can top‑up to 10x
• Income protection, we’ll cover up to 50% of your annual income, with options to top up
• Health cash plan or Private medical insurance

Other benefits include:

• Three fully paid volunteering days per year
• Employee Stock Purchase plan, offering company shares at a discount
• Share incentive plan, HMRC approved, tax effective, stock purchase plan
• Critical illness cover
• Discounted gym membership, with over 3,000 gyms nationally
• Season ticket loan
• Access to a discounted voucher portal to save money on your weekly shop or next big purchase
• Emergency back‑up family care
• And many more…

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 organisation. 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.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long‑term health conditions or disabilities.

We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.

Should you require reasonable adjustments to your application, please get in touch with [e-mail]. If you’d prefer to speak on the phone, please request a call back, leaving details, so we can get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/belief, age and those with caring responsibilities.

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.

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.