Senior Financial Analyst

Introduction

At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.

How you'll make an impact

As a Senior Financial Analyst your primary focus will be collaborating with Underwriting, Risk Management, and Accounting teams to manage and oversee the financial operations of group captive insurance companies.

Responsibilities:

• Lead in the financial management of group captive insurance companies.
• Perform financial analysis on behalf of clients, and provide consultation to clients around analytical findings.
• Establish and develop long term relationships with clients and external service providers such as actuaries, tax advisors, auditors, investment managers, bankers, carriers and TPAs.
• Prepare and present financial materials for Board of Directors meetings of group captive insurance companies managed by Artex.
• Manage process improvement projects, and also act as an analytical or procedural expert to represent the team on cross-functional process and project deliverables.
• Assist in the formation and management of new group captive insurance companies.

About You

Required:

• Bachelor's degree and minimum 4 years related experience.
• Proficiency with software programs, such as excel, and mathematical calculations.
• Strong PC and Microsoft application skills, including Word and Excel.
• Basic understanding of insurance concepts.
• Excellent oral and written communication ability.

Preferred:

• Minimum 3 years relevant experience.
• Financial accounting or related experience.
• Willing to travel to client facing or internal meetings 4-6 times per year.
• Experience in client-facing roles.
• Experience with Power BI.
• Prior experience with SQL Server or a willingness to learn is an added advantage.
• Strong analytical and problem-solving skills.
• Strong attention to detail and accuracy.
• Ability to work independently and collaborate in a team environment.
• Basic understanding of data reporting, or willingness to learn.

#LI-KK3

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Required:

• Bachelor's degree and minimum 4 years related experience.
• Proficiency with software programs, such as excel, and mathematical calculations.
• Strong PC and Microsoft application skills, including Word and Excel.
• Basic understanding of insurance concepts.
• Excellent oral and written communication ability.

Preferred:

• Minimum 3 years relevant experience.
• Financial accounting or related experience.
• Willing to travel to client facing or internal meetings 4-6 times per year.
• Experience in client-facing roles.
• Experience with Power BI.
• Prior experience with SQL Server or a willingness to learn is an added advantage.
• Strong analytical and problem-solving skills.
• Strong attention to detail and accuracy.
• Ability to work independently and collaborate in a team environment.
• Basic understanding of data reporting, or willingness to learn.

#LI-KK3

As a Senior Financial Analyst your primary focus will be collaborating with Underwriting, Risk Management, and Accounting teams to manage and oversee the financial operations of group captive insurance companies.

Responsibilities:

• Lead in the financial management of group captive insurance companies.
• Perform financial analysis on behalf of clients, and provide consultation to clients around analytical findings.
• Establish and develop long term relationships with clients and external service providers such as actuaries, tax advisors, auditors, investment managers, bankers, carriers and TPAs.
• Prepare and present financial materials for Board of Directors meetings of group captive insurance companies managed by Artex.
• Manage process improvement projects, and also act as an analytical or procedural expert to represent the team on cross-functional process and project deliverables.
• Assist in the formation and management of new group captive insurance companies.