Mergers and Acquisitions Financial Specialist
1 day ago
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.
- 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.
- 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.
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...
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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