Corporate Finance Business Partner
2 weeks ago
About Us:
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.
**Responsibilities**:
Reporting to the National Finance Director, the Corporate Finance Business Partner is a key part of the regular financial analysis, budgeting, reporting, and month-end close cycle for the region. This role will get the opportunity to be a partner to stakeholders at a variety levels within the organization, including Senior Management.
Participate in the month end close process by supporting the collection and assembling of financial data while ensuring the completeness, existence and accuracy of data.
- Demonstrate project management skills in the completion of the annual budgeting process that involves planning, gathering and submitting information to develop the annual budget. Process involves communicating to numerous stakeholders and meeting key milestones.
- Perform the analysis, budgeting, forecasting and financial planning for revenue and operating expenses.
- Provide analysis and additional reporting in a timely manner to all queries from stakeholders, including senior leadership, Area Presidents and/or Producers.
- Perform analysis of income statement accounts to identify and investigate variances. Assist in preparing internal reporting packages for stakeholders.
- Other Finance initiatives and project work as required.
Qualifications:
- It is your love for creative problem solving, paired with your keen eye for detail that has driven your success in the field.
- Your ability to conceptualize, analyze and summarize data is something you take great pride in.
- Being in a fast paced, dynamic environment brings out the best in you, always able to prioritize effectively, allowing you to exceed client expectations every time
- Working collaboratively and building relationships comes naturally to you, whether that is with clients or colleagues - people love working with you, and you with them.
- Highly tech-savvy, with an ability to learn new systems, tools and processes.
**Education and Experience**
- Bachelor’s Degree required, ideally in Accounting, Finance or related field.
- CPA designation preferred.
- 5+ years of related experience, ideally within the Financial Services industry.
- Familiarity with Cognos/OneSource/JD Edwards or similar ERP.
- Advanced Excel skills required, ability to create and edit Macros with VBA highly valued.
- Experience managing projects.
- Familiarity with SQL would be preferred.
- Working knowledge of the full Microsoft Office Suite, including strong familiarity with PowerPoint.
- Highly resourceful and flexible in adapting to a non-routine and fast paced environment.
- Strong interpersonal and communication skills both written and verbal to interact with all levels in the organization.
- Must have a high degree of accuracy, very detail-oriented.
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