Financial Analysis Manager

Strata Solicitors Limited; Rolling Meadows (IL); On-site; USD 96,000 - 188,000; Full time

Job summary

Join a dynamic team where your financial expertise can make a significant impact! This role as a Financial Analysis Manager involves leading budgeting and forecasting efforts, conducting in-depth financial reporting, and providing guidance to a talented team. You'll collaborate across departments to optimize financial outcomes and leverage advanced tools for efficient reporting. With a competitive salary and a comprehensive benefits package, this is an exciting opportunity to contribute to an organization that values collaboration and innovation. If you are passionate about finance and looking to elevate your career, this position is for you.

Benefits

Medical/Dental/Vision Plans

Life and Accident Insurance

401(K) and Roth Options

Tax-Advantaged Accounts (HSA, FSA)

Educational Expense Reimbursement

Paid Parental Leave

Flexible Work Hours

Digital Mental Health Services

Training Programs

Charitable Matching Gift Program

Qualifications

• 7 years related experience in finance required.
• Good working knowledge of insurance brokerage business preferred.

Responsibilities

• Lead development and preparation of annual operating budgets.
• Prepare and analyze periodic financial reports for internal stakeholders.

Skills

Analytical Skills

Problem-Solving

Communication Skills

Presentation Skills

Organization Skills

Education

Bachelor's Degree

MBA or related advanced degree

Tools

Microsoft Applications

Financial Systems

Job description

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Financial Analysis Manager

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• Rolling Meadows, Illinois
• Finance
• 36270
• $96,500 - $188,000
• Partially Scheduled in the Office
  
  

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Job Description

Introduction

Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND.

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

We are hiring for a Finance Manager on our Gallagher Bassett Team!

How You'll Make An Impact

Budgeting & Forecasting:

• Lead the development and preparation of annual operating budgets
• Build and refine forecasting models to assess financial performance and support business planning
• Identify trends, risks, and opportunities to optimize financial outcomes
  
  

Financial Reporting & Analysis

• Prepare and analyze periodic financial reports for internal stakeholders
• Conduct in-depth variance analysis and provide actionable insights to senior management
• Lead financial analysis projects tied to investments, divestitures, and overall market conditions
  
  

Leadership & Collaboration

• Provide guidance and mentorship to Financial and Budget Analysts as well as support staff
• Act as a resource during high-volume periods, helping the team meet critical deadlines
• Collaborate with other departments to ensure accuracy and alignment across financial data
• Manage a team of 2-3 strong, technical financial analysts dedicated to understanding the complex contractual relationships with our clients and ensuring the service fee billing process follows these terms appropriately
  
  

Business Insight & Tools

• Leverage financial systems and tools to improve reporting efficiency and accuracy
• Maintain strong working knowledge of insurance brokerage operations to provide relevant, data-driven recommendations
• Support special projects and executive-level presentations with clear, concise financial storytelling
  
  

Required

About You

• Bachelor's degree and 7 years related experience required.
  
  

Preferred

• Good working knowledge of the insurance brokerage business
• Strong PC and Microsoft application skills
• Insurance or TPA (Third Party Administrator) background preferred
• Understanding of Banking, Billing and Accounts Receivable processes
• Bachelor’s degree, with preference in analytical field such as Finance, Accounting, Math, or Economics
• MBA or related advanced degree a plus
  
  

Behaviors

• Strong analytical and problem-solving skills.
• Strong written and oral communication skills.
• Strong presentation skills.
• Strong organization skills.
  
  

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:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave
  
  

Other Benefits Include

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...
  
  

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion 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.

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.

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