Hybrid FP&A Analyst — Strategic Reporting & Optimization

Gallagher; Chicago (IL); Hybrid; Confidential; Full time

Benefits offered by this job

Competitive pay

Benefits package

Career development

People-first culture

Global/local impact

Job summary

Gallagher Bassett is seeking a Senior Financial Analyst to join the FP&A team in Rolling Meadows, IL. You will own reporting on claim volume, revenue, headcount, and expenses, and build robust financial models to drive strategic decisions.

You should have a solid FP&A background, advanced Excel skills, and experience with data visualization tools like Tableau or Power BI. CMA/CFA preferred; bachelor's in accounting/finance required.

Qualifications

• Bachelor's degree in Accounting or Finance required; CMA/CFA preferred.
• 3+ years of FP&A experience preferred; advanced Excel and financial modeling experience.

Responsibilities

• Compiles and analyzes financial information for an organization.
• Develops integrated revenue/expense analyses, projections, reports, and presentations.
• Creates monthly, quarterly, and annual reports and ensures financial information is recorded accurately.
• Identifies trends and developments in competitive environments and presents findings to senior management.
• Performs financial forecasting and reconciliation of internal accounts.
• Leads and directs the work of others and may manage/coordinate the work of more junior staff.

Skills

Excel

Financial modeling

Tableau

Power BI

Forecasting

FP&A experience

Education

Bachelor's degree in Accounting or Finance

CMA or CFA preferred

Tools

Tableau

Power BI

Excel

Job description

Gallagher Bassett is seeking a Senior Financial Analyst to join the FP&A team in Rolling Meadows, IL. You will own reporting on claim volume, revenue, headcount, and expenses, and build robust financial models to drive strategic decisions.

You should have a solid FP&A background, advanced Excel skills, and experience with data visualization tools like Tableau or Power BI. CMA/CFA preferred; bachelor's in accounting/finance required.