Senior M&A Financial Specialist

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work;

think of Gallagher.

The Senior M&A Financial Specialist is responsible for leading and managing the financial oversight of acquisition-related activities. This senior-level position will play a critical role in tracking integration spend, monitoring revenue and expense synergies, reporting financial results, and managing corporate information requests. The ideal candidate will have a strong background in financial analysis, reporting, and corporate finance, with the ability to collaborate across teams and provide strategic insights to support organizational goals.

• Oversee the tracking of integration spend to ensure alignment with approved budgets and identify opportunities for cost optimization. Monitor and analyze revenue and expense synergies resulting from acquisitions, providing actionable insights to maximize financial performance and operational efficiency.
• Prepare and present financial results related to acquisitions, including forecasts and budgets, to senior leadership. Develop detailed financial reports, dashboards, and presentations that highlight key metrics, trends, and progress against acquisition goals.
• Manage corporate information requests, including the recording of acquisitions and preparing the Annual Acquisition Review for the AJG Board of Directors. Ensure the accuracy and timeliness of all reporting and provide insights to support strategic decision-making at the highest levels of the organization.
• Lead quarterly earnout liability reviews, working closely with relevant teams to assess and report on contingent consideration obligations. Oversee impairment analysis reviews to ensure compliance with accounting standards and organizational policies.
• Collaboration is a key aspect of this position, working closely with finance, legal, operations, and other relevant teams to ensure seamless integration and reporting processes. Respond to ad hoc corporate requests, providing financial analysis and insights to address emerging needs and priorities.
• Stay informed on industry trends, best practices, and regulatory changes to continuously improve acquisition finance processes. Implement innovative strategies and tools to enhance efficiency, accuracy, and effectiveness in tracking, reporting, and analyzing acquisition-related financial activities.

• Bachelor's degree and 7 years related experience required.
• Strong analytical skills.
• Well‑rounded commercial and economic awareness and understanding of the financial markets.

• 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…