What are the responsibilities and job description for the Senior Revenue Analyst position at Gallagher Benefit Services?
How you'll make an impact
We are looking to hire a Senior Revenue Analyst to join our amazing team!
The Senior Revenue Analyst is responsible for analyzing client revenues and assisting with the accuracy and understanding of what is driving P&L results. Partnering with the GBS Finance team and Operations is essential to deliver meaningful insights around revenue.
Responsibilities Overview:
Forecast/Budget Processing & Analysis
- Owns monthly revenue forecast in our revenue system (OneStream) for specific branches
- Works with sales operation business partners to understand client forecast changes needed
- Understands trends in business, carriers and clients to manage forecasting of revenue.
- Monitors actual revenue posted throughout month, particularly during close, to ensure accuracy
- Analyzes and explains primary drivers of results to business partners and FP&A, including action areas as necessary.
- Oversee and ensure revenue cases are setup appropriately for accurate system processing by offshore team
- Oversee maintenance of policy renewal dates, term dates and other key information in our systems (xRM)
Other areas and Projects
- Assists M&A and Corporate teams with new acquisition partner transition and revenue forecasting and reporting
- Projects likely to include working with IT on creating reporting systems to improve ease and accuracy of revenue reporting & working with other finance teams to gain additional support around overall revenue process
About You
Required:
- Bachelor's degree and 4 years related experience required.
- Strong Excel and financial management software skills are essential.
- Understanding of accrual accounting methods, ASC 606 revenue recognition experience a plus but not required
- Ability to form relationships and collaborate across multiple function both within finance (i.e. Revenue, reporting, and Fin Ops teams) and business
- Good written and oral communication skills. Ability to summarize detailed business understanding into executive level presentation with insightful perspectives
- Analytical skills. Able to learn and understand all aspects of financial planning and analysis for an organization
- Ability to learn business acumen. Bring logical solutions to business issues (not just financial)
- Basic understanding of IT systems and data flows/interactions between systems
- Basic understanding of the various practice areas and related revenue recognition and forecasting
#LI-TL1
Compensation and benefits
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...
We value inclusion and diversity
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.