Strategic Financial Leader for Insurance Industry

1 week ago

Toronto, Ontario, Canada Gallagher Benefit Services Full time
About Us
Gallagher Benefit Services is a leading provider of innovative solutions to the insurance industry. We empower our clients to shape the future of their workplaces across various sectors.

As a valued member of our team, you will play a crucial role in driving positive change and helping clients create environments where employees thrive.

We believe that every candidate brings unique qualities to the table, and we encourage applications from individuals who are close but not an exact match.

Your Impact

This Sales & Commissions FP&A role focuses on Branch Office P&L management for Canadian branches. You will report to the GBS Finance Director – Canada and serve as a primary interface between Finance and Canadian branch leaders, providing insightful analysis on financial and operational performance, making recommendations, and supporting implementation.

  • Monthly detailed financial analysis including variances to budget and prior year
  • Monthly analysis of key sales & operational metrics, including leading indicators
  • Annual regional budget preparation along with monthly forecasting
  • Ensure accuracy and completeness of monthly financial statements for Canada
  • Monthly Producer compensation review, including calculation of all applicable commission adjustments pursuant to Producer contracts
  • Monthly accounts receivable/payables analysis, working with regional operational and management teams
  • Liaison between regional branches, operations, HR, and centralized finance and accounting teams
  • Producer & Employee contract review
  • Providing insightful compensation & headcount financial reporting and analysis
  • Review and approval of invoices & G/L coding
  • M&A analysis, due diligence, and integration relevant to Canada
  • Champion and improve key reporting and operational finance processes through documenting and assessing client requirements

Key Requirements

You will possess:

  • Advanced Excel & PowerPoint Presentation skills
  • Power BI, Power Pivot, NetSuite, Oracle JDE, TM1, and MS Office suite proficiency
  • Bilingual English/French language skills (preferred)
  • Understanding of GAAP Accounting and strong Financial Modeling skillset
  • Strong Business Partnering, Communication, Collaboration, and Interpersonal skills
  • Learning agility and bias towards action by acquiring required Business Intelligence/knowledge
  • Ability to deal with ambiguity
  • Organized with effective time management
  • Ability to operate with minimal supervision
  • Ability to gain trust with key relationships
  • Ability to lead research and triage complex problems, tactical, and strategic solutions

About You

To succeed in this role, you will have:

  • University degree, college diploma, or equivalent experience required
  • Professional accounting or finance designation, such as CPA, CMA, required
  • Minimum 5 years' experience in financial planning and analysis (insurance brokerage/related industry experience is an asset)
  • Previous experience with M&A analysis (an asset)
  • Experience in financial analysis of sales & operational metrics
  • Prior experience in a complex, international business environment (if applicable)
Compensation and Benefits

On top of a competitive salary, great teams, and exciting career opportunities, Gallagher offers a wide range of benefits. The minimum core benefits include:

  • Flexible medical and dental coverage tailored to your household's needs
  • Life, Dependent Life, and AD&D Insurance options
  • Retirement savings, including RRSP matching, TFSA, pension, and more
  • Employee Stock Purchase Plan

Additional benefits may include: Educational expense reimbursement, Employee Assistance Programs, discounted gym membership, flexible work arrangements, paid sick days and personal days, Paid Time Off to Volunteer, Employee Education Recognition Program, Employee Referral Bonus Program, LifeWorks Employee Assistance Program, and Matching Gift Program.

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