Financial Planning & Analysis (FP&A) Accountant

Arthur J. Gallagher & Co. (AJG); Glasgow; On-site; GBP 80,000 - 100,000; Full time

Job summary

A global brokerage firm in Glasgow is seeking an FP&A Data Analyst to drive strategic decision-making through data analysis and financial modelling. The ideal candidate should have proficiency in Excel and Power BI, with strong analytical and problem-solving skills. Join a diverse team and contribute to enhanced business performance in a collaborative environment. The role includes competitive benefits and a commitment to inclusion and diversity.

Benefits

25 days holiday plus bank holidays

Defined contribution pension scheme

Life insurance

Health cash plan

Employee Stock Purchase plan

Qualifications

• Strong background in financial analysis.
• Demonstrated expertise in financial modelling and data analysis.
• Proactive in process improvements and automation.

Responsibilities

• Utilise advanced Excel and Power BI for financial models.
• Analyse large datasets for actionable insights.
• Collaborate to align financial insights with company goals.

Skills

Excel proficiency

Power BI knowledge

Data analysis

Financial modelling

Problem-solving skills

Communication skills

Education

Qualified accountant or equivalent experience

Tools

Excel

Power BI

Job description

Introduction

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

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.

Overview

Are you a Financial Planning & Analysis expert who harnesses Excel and Power BI to bring financial data to life?

At Gallagher, we are committed to achieving world-class performance through our dedication to excellence and innovation. As a FP&A Data Analyst, you will play a pivotal role in driving strategic decision-making and enhancing business performance through advanced data analysis and financial modelling. This is an exceptional opportunity to join a team that values collaboration, continuous improvement, and making a meaningful impact.

If you’re ready to take the next step in your career and thrive in a dynamic, forward-thinking environment, we’d love to hear from you. Apply today and become part of a team that’s shaping the future of financial planning and analysis!

How you\'ll make an impact

• Utilise advanced Excel, Power BI, and Macros to develop and improve financial models, automate processes, and streamline reporting.
• Analyse large datasets to extract actionable insights and support data-driven decision-making.
• Collaborate with business collaborators to grasp key performance drivers and offer financial insights that align with organisational goals.
• Act as a core liaison between the FP&A team and the wider finance community, ensuring alignment and collaboration.
• Find opportunities for process improvements in financial reporting and automation to improve efficiency and accuracy.
• Support strategic decision-making through robust financial analysis and modelling.

About You

• Qualifications: Qualified accountant (preferred) or experienced individual with a strong background in financial analysis.
• Technical Skills: Proficiency in Excel (including advanced formulas, pivot tables, and Macros) and Power BI for data visualisation and reporting.
• Experience: Demonstrated expertise in financial modelling, data analysis, and handling large, complex datasets.
• Problem-Solving: A proactive approach to identifying and implementing process improvements and automation initiatives within a finance function.
• Communication: Excellent interpersonal and communication skills to effectively collaborate with cross-functional teams and influence stakeholders.
• Organisation: Strong organisational skills with the ability to manage priorities, meet tight deadlines, and adapt to change.
• Attention to Detail: A meticulous approach to work, ensuring accuracy and precision.
• Flexibility: A positive attitude towards managing multiple tasks and working in dynamic environments.
• Process Improvement: Experience in process redesign and implementation is highly advantageous.
• Business Partnering: Strong business partnering skills to build relationships and drive collaboration.
• Eligibility: Must have the right to work in the UK.
• Be part of a company that is dedicated to delivering innovative and tailored solutions.
• Work in a collaborative environment that fosters growth, learning, and professional development.
• Access world-class resources and support to help you succeed in your role. Make a real impact by driving business performance and contributing to organisational success.

If you’re ready to take the next step in your career and thrive in a dynamic, forward-thinking environment, we’d love to hear from you. Apply today and become part of a team that’s shaping the future of financial planning and analysis!

#LI-MF1

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

• 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…

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.

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 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, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected 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. 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.