Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Divisional Sr. Financial & Actuarial Consultant

Gallagher Benefit Services, Inc.

IntroductionAt Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.OverviewThe GBS Divisional Sr. Financial & Actuarial Consultant is a key leadership role within the Health and Benefits division, responsible for providing support and oversight to Financial and Actuarial Consulting (FAC) managers and consultants. This role includes delivering actuarial and underwriting guidance, assisting client teams, and ensuring the effective use of tools, templates, and training resources. The consultant will also manage capacity, track deliverables, and outline career growth opportunities for team members.In addition to internal responsibilities, the role involves participating in client or prospect meetings to represent the Financial and Actuarial Consulting team, mentoring team members, and driving the adoption of best practices across regions. The ideal candidate will serve as a trusted resource for branch office staff, ensuring the delivery of high-quality services and measurable ROI for clients.How you'll make an impactIn this role, you’ll lead and manage a team of financial and actuarial professionals, ensuring the delivery of high-quality services to clients and internal teams. You’ll provide resources, tools and training to the team for underwriting analysis, developing financial projections, calculation of reserves, plan design modeling and overall financial analysis of US employer benefit plans.You’ll act as a mentor and coach, supporting the professional growth of analysts and consultants. By developing structured training programs and resources, you’ll enhance technical skills and client-facing capabilities across the team. You’ll also oversee the management of tools, templates, and workflows, ensuring accuracy, efficiency, and alignment with industry best practices. Additionally, you’ll represent the Financial and Actuarial Consulting team in client or prospect meetings, as needed, building trust and credibility through actionable insights, and build relationships with Area Presidents and Regional Presidents to ensure FAC is represented within leadership.Additional responsibilities include:Conducting team meetings, distributing communications, and driving collaboration across branches within the region.Leading training programs for staff and client teams to ensure consistent adoption of best practices.Acting as a liaison between the Financial and Actuarial Consulting teams and Gallagher’s Center of Excellence.Assisting in the sales prospecting as needed.Maintain deep understanding of Gallagher’s proprietary tools and templates used for financial and actuarial calculations, ensuring accuracy and efficiency in their application.Review and enhance client deliverables, ensuring they are visually appealing, easy to understand, and aligned with Gallagher’s standards.Provide guidance and support to FAC managers in tracking team capacity and workload distribution.Act as a flexible resource to provide overflow support to regions facing high workloads or complex client projects.Serve as a go-to resource for branch office staff, providing expertise on actuarial and financial consulting topics.Take ownership of escalated service issues, working closely with internal teams and clients to resolve them effectively.About YouRequired:Bachelor's degree and 7 years experience with Broker or Carrier side with focus on Health and Benefits.Working knowledge of Microsoft Windows applications and Microsoft Office.High degree of understanding of employee benefits funding mechanisms.Must be familiar with carrier reporting systems.Be able to effectively articulate the format, content, and logic of all underwriting tools and client reports.Preferred:Expertise in financial and actuarial consulting, with a strong understanding of underwriting principles.Proven ability to mentor and develop team members, fostering a collaborative and inclusive environment.Proficiency in using tools like Power Bi dashboards, AMP reporting, and Gallagher’s proprietary templates.Exceptional communication skills, with the ability to explain complex issues in simple terms to clients and stakeholders.Effective negotiation skills.Knowledgeable in using various analytical approaches to problem solving.Advanced knowledge of underwriting principles and of the employee benefits field.Behaviors:A strategic mindset, with the ability to identify opportunities for innovation and process improvement.Commitment to compliance, regulatory requirements, and industry best practices.A passion for building relationships and delivering measurable ROI for clients.Must have strong interpersonal skills; excellent communication skills (both orally and in writing) and ability to build meaningful professional relationships in order to be successful with required client facing activity.Must demonstrate ability to effectively manage and mentor individuals as well as a team.Must be amiable when encountering difficult situations with clients, vendors, co-workers and direct reportsCompensation and benefitsAt Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.Competitive compensationComprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Divisional Sr. Financial & Actuarial Consultant in San Francisco, CA vacancy
  •  ...to Account teams and clients by using financial decision making tools, conducting client...  ...on behalf of the Financial & Actuarial Consulting team regarding core services. How You...  ...notices shared across the region and/or divisional Financial Benefits Consulting team About... 
    Suggested
    Contract work
    Work at office
    Local area

    Gallagher

    San Francisco, CA
    16 hours ago
  •  ...guidance and assistance to account teams and clients by using financial decision making tools, conducting client facing meetings when...  ...regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients. About... 
    Suggested
    Work at office
    Local area

    Arthur J. Gallagher & Co.

    San Francisco, CA
    4 days ago
  •  ...Services is seeking a detail-oriented professional to guide account teams and clients using financial decision tools. You will speak on behalf of the Financial & Actuarial Consulting team and influence core services across monthly and annual reporting, funding levels, and... 
    Suggested
    Local area

    Gallagher

    San Francisco, CA
    16 hours ago
  • $110.7k - $218.3k

     ...scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement...  ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    San Francisco, CA
    16 hours ago
  • $131k

     ...This is an excellent opportunity for an intellectually curious actuarial candidate to gain valuable non-traditional actuarial...  ...and selections, internal and external communication, as well as financial implementation Build detailed claims analysis and data visualization... 
    Senior
    Full time
    Work at office
    Remote work

    Uber

    San Francisco, CA
    4 days ago
  • $140k - $165k

     ...We own the company’s planning and forecasting processes, serve as trusted business partners to functional leaders, and produce the financial insights that inform our most important strategic decisions—all in an environment where AI is actively reshaping how we work.As a... 
    Senior
    Work at office
    Flexible hours
    2 days per week

    Qualia

    San Francisco, CA
    1 day ago
  •  ...Salient builds AI agents for regulated financial services. Our agents automate loan servicing...  ...matter. We are hiring a Sr Finance & Business Operations Associate...  ...banking, private equity, business operations, consulting, corporate development or a related role... 
    Senior
    Full time
    Work at office

    Salient

    San Francisco, CA
    16 hours ago
  • $236.56k - $414.12k

    Sr. Investment Officer - San Francisco page is loaded## Sr. Investment...  ...recognized, award-winning financial institution that has been in...  ...team, clients, co-trustees, consultants, the bank's legal area, and...  ...impact on the functional, divisional or regional results.**Necessary... 
    Senior
    Work experience placement
    Local area
    Flexible hours

    Northern Trust Corp

    San Francisco, CA
    16 hours ago
  • $93.5k - $187k

    We are seeking a talented individual to join our Health Actuarial and Financial Consulting team at Mercer. This is a hybrid role that requires working at least three days a week in the office. Responsibilities Lead routine client engagements, managing overall service... 
    Senior
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Mercer

    San Francisco, CA
    4 days ago
  • $150k - $225.5k

    We are seeking an experience Health Actuary Leader to join our Actuarial and Financial Consulting teams at Mercer. This hybrid role (minimum of 3 days in the office...  ...innovation and impact and every idea and solution we offer. Sr. Principal Lead Health Actuary Consultant What can... 
    Senior
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Mercer

    San Francisco, CA
    4 days ago
  • $120k - $135k

    Senior Actuarial AnalystDRIVE PROFITABLE GROWTH FOR THE BUSINESSAbout At-BayAt-Bay is the world’s first InsurSec provider designed from the ground up to help businesses tackle cyber risk head on. By combining industry-leading insurance with world-class cybersecurity technology... 
    Senior

    At-Bay

    San Francisco, CA
    4 days ago
  • $150k - $185k

    Actuary / Senior Actuary, PricingDRIVE PROFITABLE GROWTH FOR THE BUSINESSAbout At-BayAt-Bay is the world’s first InsurSec provider designed from the ground up to help businesses tackle cyber risk head on. By combining industry-leading insurance with world-class cybersecurity... 
    Senior

    At-Bay

    San Francisco, CA
    4 days ago
  • A consulting firm in San Francisco is looking for a Financial Due Diligence professional to perform extensive analysis on M&A transactions. You will work closely with clients to provide insights into financial performance and risks. The company offers a comprehensive benefits... 
    Senior

    Cross Country Consulting

    San Francisco, CA
    3 days ago
  • $196k - $242k

     ...matters. This role follows a hybrid work schedule and reports to the Head of Risk and Insurance You will: Drive End-to-End Actuarial Analyses: Take full ownership of end-to-end analyses—from data gathering, cleansing, and modeling to delivering actionable... 
    Senior

    Neura Market

    San Francisco, CA
    13 hours ago
  • $128k - $252.5k

     ...Recruiting for this role ends on 09/30/2026. Work you'll do As an Actuarial Senior Consultant on the Insights, Innovation & Operate team, you will be...  ...underwriting, new business, product development, financial reporting, modeling, and adjacent actuarial processesSupport... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    San Francisco, CA
    3 days ago
  • $180.2k - $355.1k

     ...Our Human Capital practice is adding an Actuarial Senior Manager to our Insights, Innovation...  ...performance, product and pricing, and financial performance. You will be responsible for delivering strategic and technical consulting services to help clients address complex... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    San Francisco, CA
    4 days ago
  • $125k - $135k

     ...Summary:We are looking for a driven, analytically strong Senior Financial Analyst to join our GTM Finance & Strategy team at OpenGov....  ...related field2 - 4 years of experience in FP&A, investment banking, consulting, or a high-growth SaaS environmentStrong Excel or Google... 
    Senior
    Contract work
    Work at office
    Local area

    OpenGov

    San Francisco, CA
    3 days ago
  •  ...Senior Actuary San Francisco, California, United States Or refer someone Job Openings Senior Actuary About the job Senior Actuary...  ...Society). Responsibilities: Build complex financial models to assist businesses in decision-making, investments, and... 
    Senior

    Boardroom Appointments

    San Francisco, CA
    4 days ago
  • $128k - $184k

     ...seeking a Strategic Finance Associate / Sr. Associate to join our growing finance team...  ...of our business, build and maintain financial models, develop KPI frameworks, and deliver...  ...years of private equity, investment banking, consulting, or similar experience Strong analytical... 
    Senior
    Home office
    Flexible hours

    ZipHQ, Inc.

    San Francisco, CA
    1 day ago
  • $105.8k - $163.45k

     ...and communications. Your core responsibilities will include 1) financial analysis and modeling in support of strategic initiatives, 2) preparation...  ...position is an individual contributor role reporting to the Sr. Director of FP&A.ResponsibilityServe as the primary finance... 
    Senior
    Permanent employment
    Full time
    Contract work
    Work at office
    Local area
    Remote work
    2 days per week

    DocuSign

    San Francisco, CA
    2 days ago
  • $131k

     ...As part of the Strategic Finance team, you will help scale the financial reporting, analytics, and planning capabilities and empower...  ...analytical experience including FP&A, investment banking, management consulting, private equity, or operations Preferred Qualifications... 
    Senior
    Full time
    Work at office
    Remote work

    Uber

    San Francisco, CA
    4 days ago
  •  ...Finance leadership and partner cross‑functionally across the Finance leadership team. THE RESPONSIBILITIES Support company‑wide financial planning, forecasting, and budgeting processes Build and maintain operating and financial models across revenue, infrastructure costs... 
    Senior
    Flexible hours

    Baseten

    San Francisco, CA
    1 day ago
  • $80.5k - $159.3k

     ...innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas,...  ...ability to navigate new challenges with confidence. As a Financial Services Cybersecurity Senior Consultant , you will help... 
    Senior
    Full time
    Local area
    Worldwide

    Crowe

    San Francisco, CA
    5 days ago
  • $107k - $172k

     ...Marketing Solutions (LMS) organization. In this role, you will drive financial planning, forecasting, and performance management for our...  ...of experience in finance, finance accounting, management consulting, investment banking, or related field OR equivalent experience... 
    Senior
    For contractors
    Work at office
    Flexible hours

    LinkedIn

    San Francisco, CA
    1 day ago
  • $131k

     ...experience Advanced experience with Excel/Google Sheets, including driver-based financial modeling Prior financial and/or analytical experience, including FP&A, investment banking, management consulting, private equity, or operations Self-starter with attention to detail and... 
    Senior
    Full time
    Work at office
    Remote work

    Uber

    San Francisco, CA
    16 hours ago
  • $116k

     ...this role, you’ll play a key part in shaping our business and financial strategy while driving high-impact initiatives across the company...  ...experience in strategic finance, FP&A, investment banking, or consulting; prior experience in treasury and at high-growth technology or... 
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Night shift

    Menlo Ventures

    San Francisco, CA
    4 days ago
  •  ...for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you...  ...of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications Five... 
    Senior
    Work at office

    Charles Schwab

    San Francisco, CA
    2 days ago
  • $128k - $252.5k

     ...complex challenges across the healthcare ecosystem. As an Actuarial Senior Consultant, you will apply actuarial, strategic, and analytical experience...  ...role ends on 10/31/2026. Work you'll do As an Actuarial Sr. Consultant on the Insights, Innovation & Operate team, you... 
    Senior
    Work at office
    Local area
    Visa sponsorship

    Deloitte

    San Francisco, CA
    2 days ago
  • $212k - $318k

     ...We are seeking a Partner, Senior Health Actuary to join our Actuarial and Financial Group (AFG) in Mercer’s Health practice. The location is open. Our...  ...representing our AFG in proposal efforts What you need to have: Consulting experience with large clients (10,000+ lives) and... 
    Senior
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Mercer Company

    San Francisco, CA
    5 days ago
  • Mercer is seeking an experienced Health Actuary Leader to join our Actuarial and Financial Consulting teams in a hybrid role. This senior position guides client projects on health benefits finance, plan design, and renewal negotiations. You will mentor analysts, present... 
    Senior

    Mercer

    San Francisco, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Divisional Sr. Financial & Actuarial Consultant. Be the first to apply!