Senior Financial Analyst

Introduction

At RPS, we dont just embrace bold ideas, we make them happen. Were a team of entrepreneurs, big-picture thinkers, and passionate experts who thrive on possibility. Every day, we collaborate across teams, challenge convention, and push boundaries to design innovative solutions for our clients. With access to top-rated carriers and a dynamic marketplace, we bring strategy and creativity together to deliver what others might call impossible. Here, every voice counts, every perspective matters, and every challenge is an opportunity to grow. Youll be supported by a culture that celebrates ownership, curiosity, and high performance, where youre trusted to do your best work and encouraged to keep learning along the way.
How you'll make an impact

The Senior Financial Analyst reports directly to the FP&A Director and is responsible for compiling and analyzing financial information in support of our Surety businesses. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and analyzes monthly, quarterly, and annual financial information to ensure it has been recorded accurately. Identifies business trends and developments in competitive environments. Performs financial forecasting and reconciliation of internal accounts. Transforms data into actionable insights to be used in partnership with business leaders to improve revenue and profitability performance.

Essential Duties and Responsibilities:

• Independently perform month-end/quarter-end/year-end close duties including understanding of both income statement and balance sheet accounts and related review. Prepare accruals. Provide clear analyses on trends and causes of variances in P&L categories.
• Prepare annual budgets, and monthly and quarterly branch and segment forecasts. Providing clear explanations for revenue variance to budget and Prior Year.
• Partner with branch leaders and finance leadership. Proactively identify trends in branch revenue and expenses. Provide recommendations for improvement in results through metrics or data analysis. Translate those findings into recommendations that align with monthly, quarterly, and annual goals.
• Work closely with the FP&A Director to identify and build out new processes and improve the existing finance processes to ensure data integrity and efficient analyses.
• Perform ad-hoc business analyses and financial modeling.
• Strong analytical and organizational skills along with strong written and verbal communication skills.
• Ability to succeed in fast paced environment where customer service to our business and finance partners is essential.
• Advanced Excel and business modeling skills (pivot tables, lookups, etc.).

About You

Required: Bachelor's degree and 4 years related experience required. Strong excel and financial management software skills are essential.

Preferred:

• Bachelors Degree in Finance or Accounting or related discipline required with a minimum of 3 -5 years of finance experience with progressive responsibility in an FP&A function.
• Strong communication skills, ability to work in a team environment.
• Self-starter and takes initiative.
• Financial management software skills such as JD Edwards, SAP.
• Expertise in extracting, manipulating, and analyzing data out of data visualization software such as PowerBI.
• Surety or Property & Casualty insurance industry experience preferred.
• Knowledge of GAAP.

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Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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 youll 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...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and its 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.