Senior Financial Analyst - Greater Chicago Area Remote

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Finance
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62868 Requisition #

Risk Placement Services, Inc. is one of the nation’s largest specialty wholesale insurance brokerage firms. We work with top-rated carriers to design robust coverage for our clients. Our employees are fueled by a culture built around teamwork, creativity and responsiveness.

 

Specialties of RPS:

Wholesale Broker and Managing General Agent, Casualty, Property, Analytics, Healthcare, Workers Compensation, Transportation, Executive Lines, Technology & Cyber, Public Entity, Personal Lines.

 

Position Summary:

The Senior Financial Analyst is a key business partner with RPS business segments and reports financial status by preparing and analyzing financial plans, forecasts, and reports. 

 

Essential Duties and Responsibilities

·         Lead business partner with field operations to provide support and analysis to a business segment through information analysis (e.g. current processes, actual performance vs. budget and prior year, budget, etc.), preparation of operational data/analysis for publication to various constituents throughout company (Management, Sales, Operations, etc.) who rely on/benefit from the information to make informed business decisions.

·         Lead proper recording of revenues and expenses by understanding and working effectively with the operational teams of the business segment. 

·         Determines financial status by comparing and analyzing budgets and forecasts with actual results and monitors variances from plan. Investigate variances and identify trends and recommend actions. 

·         Increases productivity by developing automated processes/applications; eliminating manual processes and duplications; coordinating information requirements.

·         Collaborate with business partners and develop monthly forecasting of revenue and expenses.

·         Key stakeholder in the development of annual operating budget

·         Key stakeholder in development and collaboration with business partners on annual dominant priority strategy document.

·         Other regular finance duties and ad hoc reporting and analysis

·         Back up to team members on finance/accounting related tasks.

Required:

·         Requires bachelor's degree in Finance or related discipline and 4+ years of relevant work experience.

·         Strong analytical and interpersonal skills

·         Very Strong PC and Microsoft application skills

o   Excel expertise required (pivots, V-lookups, macros)

o   General ledger experience a plus

 

U.S. Eligibility Requirements:

·         18 years of age or older.

·         Willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

·         Unrestricted work authorization to work in the U.S. For U.S. employment opportunities, Risk Placement Services, Inc. hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H, or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. RPS will require proof of work authorization.

·         Willing to execute RPS’ Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure. 

 

RPS offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.

Risk Placement Services, Inc. is a division of Arthur J. Gallagher and believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. 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, RPS will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 

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Please Note:

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.