Gallagher · 9 hours ago
Senior M&A Financial Specialist
Rolling Meadows, IL
Full-time
Onsite
Senior Level
$93K/yr - $182K/yr
7+ years expGallagher Benefit Services is a trusted partner for organizations navigating important people decisions, helping clients build better workplaces. The Senior M&A Financial Specialist will lead financial oversight of acquisition-related activities, track integration spend, and provide strategic insights to support organizational goals.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Hiring Manager
Tracy Lindsay
Responsibilities
As the Senior M&A Financial Specialist, you will oversee the tracking of integration spend to ensure alignment with approved budgets and identify opportunities for cost optimization. You will monitor and analyze revenue and expense synergies resulting from acquisitions, providing actionable insights to maximize financial performance and operational efficiency
You will be responsible for preparing and presenting financial results related to acquisitions, including forecasts and budgets, to senior leadership. This includes developing detailed financial reports, dashboards, and presentations that highlight key metrics, trends, and progress against acquisition goals
In this role, you will manage corporate information requests, including the recording of acquisitions and preparing the Annual Acquisition Review for the AJG Board of Directors. You will ensure the accuracy and timeliness of all reporting and provide insights to support strategic decision-making at the highest levels of the organization
You will also lead quarterly earnout liability reviews, working closely with relevant teams to assess and report on contingent consideration obligations. Additionally, you will oversee impairment analysis reviews to ensure compliance with accounting standards and organizational policies
Collaboration is a key aspect of this position, as you will work closely with finance, legal, operations, and other relevant teams to ensure seamless integration and reporting processes. You will also respond to ad hoc corporate requests, providing financial analysis and insights to address emerging needs and priorities
Finally, you will stay informed on industry trends, best practices, and regulatory changes to continuously improve acquisition finance processes. You will implement innovative strategies and tools to enhance efficiency, accuracy, and effectiveness in tracking, reporting, and analyzing acquisition-related financial activities
Qualification
Required
Bachelor's degree and 7 years related experience required
Strong analytical skills
Well-rounded commercial and economic awareness and understanding of the financial markets
Preferred
Bachelor's degree in Accounting, Finance or related field
5+ or more years of in financial management, acquisition finance, or corporate finance
Proven expertise in financial reporting, forecasting, budgeting, and synergy tracking
Understanding of earnout liabilities, impairment analysis, and acquisition accounting
Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights
Excellent communication and interpersonal skills, with the ability to influence and collaborate with diverse stakeholders
High level of attention to detail and the ability to manage multiple projects simultaneously
Strong technical skills across Microsoft Office Suite, particularly with Microsoft Excel (e.g. HLOOKUP, VLOOKUP, Pivot Tables, Conditional Logic Functions (IF, AND, OR), Financial Functions (NPV, IRR, PV, etc.)
Insurance or insurance brokerage industry experience is a plus, especially with employee benefits
MBA or CPA Candidate/Certification is preferred
Benefits
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...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
2025-12-04
2025-11-19
Company data provided by crunchbase