Financial Analyst

The Financial Analyst works closely with our Producers to create custom executive benefit plans to meet specific goals of the organization and client needs. This role will ideally be hybrid, based out of our Charlotte office 2-3 days per week. For the right individual, we’re open to a fully remote work arrangement.

• Work closely with Producers on plan design and funding options for potential clients
• Produce accurate and timely analyses and reports that meet various team members’ requests, needs and expectations, with the ultimate goal of the approval and implementation of proposed benefit plans and/or investment vehicles.
• Provide analysis, reporting, new business and ongoing administration support for asset management and insurance services provided by the company
• Provide input on team systems and approaches to ways to improve efficiency or changes needed to accommodate project needs, as applicable
• Stay current on changes impacting analyses (e.g. insurance carrier crediting rates, AFR rates, IRS limits) and understand effect of changes on results
• Runs benefit and insurance projections based on a prospect’s needs.
• Works independently once parameters of project are understood.
• Completes projects in a timely and accurate manner.
• Facilitates benefit and insurance implementation once project receives approval
• Assists Client Service Managers with re-projections for existing clients.
• Keeps abreast of new products and designs as business environment evolves.
• Participate in client/vendor meetings as requested

• Bachelor's degree in Business, Accounting, Finance, Actuarial Science or related field.
• Knowledge of executive benefits and/or life insurance is preferred
• Strong technical aptitude and excellent verbal and written communication skills.
• Currently has or is interested in obtaining in depth knowledge and understanding of executive benefit arrangements, including various benefit plan structures such as 457(f), 457(b), executive bonus and collateral assignment split dollar and available funding options such as life insurance, annuities and investment securities
• Very strong Excel skills, including ability to work with and understand formulas, calculations and financial functions (IRR, NPV, etc.)
• Strong critical thinking, problem solving, analytical, reading comprehension and time management skills
• Ability to manage multiple priorities and deadlines simultaneously, to work independently in a fast paced work environment and to meet objectives without supervision
• Self-motivated to take initiative to expand knowledge and understanding

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

• 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...

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

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 (herein referred to as “protected characteristics”) 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.