Mergers and Acquisitions Financial Specialist

1 day ago


Rolling Meadows Illinois, United States Gallagher Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Specialist to join our Mergers and Acquisitions team at Gallagher. As a key member of our team, you will play a critical role in driving the success of our organization through the development and management of merger and acquisition activities.

Key Responsibilities
  • Manage and deliver M&A transactions of moderate to high complexity, with a strong degree of independence.
  • Collaborate with legal, finance, and other teams to draft and review legal agreements.
  • Assist with negotiations with target companies, including deal structuring, pricing, and terms.
  • Identify important risks, opportunities, and integration challenges associated with each transaction.
  • Collaborate across various functional areas on M&A transactions at all stages from initial introduction through integration planning and closing.
  • Coordinate the integration/migration of acquisitions into AJG's centralized accounting and finance processes within established timeframes.
  • Communicate and interact with key Gallagher stakeholders, external advisors, and other third-parties.
Requirements
  • 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 related experience required.
  • Excellent, customer-centric oral and written communication skills.
  • Strong technical skills across Microsoft Office Suite, particularly with Microsoft Excel.
  • Flexibility in terms of working hours, occasional travel.
  • Insurance or insurance brokerage industry experience is a plus, especially with employee benefits.
  • CPA Candidate/Certification is preferred.
Behaviors/Personal Attributes
  • Detail oriented, strong organization skills, and ability to meet tight deadlines.
  • Highly motivated with a strong work ethic; able to operate independently and with minimal supervision.
  • Strong interpersonal and project management skills.
  • Ability to work and interact smoothly and effectively with multi-faceted teams.
  • Ability to handle pressure, prioritize and manage multiple projects simultaneously and accurately.
  • Analytical thinker with excellent problem solving skills.
Compensation and Benefits

We offer a competitive salary, great teams, and exciting career opportunities, as well as a wide range of benefits, including:

  • 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...
About Gallagher

Gallagher is a leading provider of insurance and risk management solutions. We are committed to creating a diverse and inclusive workplace where our employees can thrive. We believe that all persons are entitled to equal employment opportunity and prohibit any form of discrimination based on protected characteristics.



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