Financial Analysis - Intermediate

Financial Analyst

At RPS, we don't just embrace bold ideas, we make them happen. We're 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. You'll be supported by a culture that celebrates ownership, curiosity, and high performance, where you're trusted to do your best work and encouraged to keep learning along the way.

This position is responsible for compiling, analyzing, and communicating financial information for the organization. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Proactively identifies trends and provides support to the business in order to make informed business decisions. Performs financial forecasting using historical trends and forward looking insights to senior leadership. Transforms data into actionable insights that improves revenue and earnings of the organization.

Essential Duties and Responsibilities:

• Perform month-end/quarter-end/year-end close duties
• Assist in preparing annual budgets, and monthly and quarterly forecasts
• Partner with business leaders to provide insight on drivers of monthly results, identify opportunities within the business, and enhance their decision making abilities using analytics
• Provide clear analyses on trends and causes of P&L variances. Translate those findings into recommendations that align with company business goals
• Work closely with Finance leadership to identify opportunities to build out new processes and improve existing finance processes to ensure data integrity and efficient analyses
• Perform ad-hoc business analyses and financial modeling

About You Required:

• Requires Bachelor's degree and 3 years related experience.
• Strong PC and Microsoft application skills.
• Excel expertise required (pivots, V-lookups, macros).

Preferred:

• Bachelor's degree in Finance, Accounting, or related discipline
• Insurance experience

Behaviors:

• Highly motivated with the ability to work on a team as well as independently and drive results
• Comfortable in an environment with changing priorities, and competing demands for time
• Ability to work extended hours as required

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 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...

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. 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 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.