Director, Finance - Affinity

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips.

Here, you’re not just improving clients’ risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters;

think of Gallagher.

The Director of Finance, Affinity is a key member of the Specialty finance team and is accountable to the CFO and Head of Affinity. The Director of Finance, Affinity is responsible for all aspects of financial management for the Affinity division. The position supports the development and execution of strategic growth plans, with an eye toward future, sustainable growth. S/he holds responsibility for the adherence to regulatory requirements and reporting of business performance to key stakeholders at the division and corporate level.

The successful candidate for this position will be adept at building relationships with key stakeholders and internal finance partners. The ability to lead with a forward‑looking view, confidence, and maintain independence and objectivity will be critical. Having the ability to communicate clearly, accurately, and decisively will be paramount to this individual’s success. Creativity is welcome, particularly with respect to achieving the broader growth goals of the division.

The ability to use data and analytics to drive business decisions and illustrate financial planning scenarios is imperative.

• Build finance business partnering capabilities and deliver financial analytics to drive strategic and sound business decisions.
• Identify opportunities for revenue expansion, margin enhancement, and expense reduction opportunities.
• Provide insightful data, analytics and KPI measures to optimize financial performance.
• Identify business risks, challenges and opportunities, and provide independent challenge to management views, when necessary, on proposed investments and expense policy.
• Responsible to prepare ad‑hoc reports and analytics for management and stakeholders, providing information concerning issues through resolution.
• Partner with senior management to understand strategic initiatives and manage monthly, quarterly, and annual performance goals.

• Manage, develop and recruit, where necessary supporting finance professionals.
• Deliver reviews and projects on time, within agreed budget, and in accordance with the expectations of the Global Specialty finance team.
• Forward‑looking thinker who provides insights into current, emerging and potential opportunities and issues.

• Accountable for ensuring strong accounting and financial governance controls are in place, in keeping with broader AJG Finance requirements.
• Lead and manage a team of finance professionals responsible for implementation of financial controls, including managing budgets, forecasts and long‑range planning.
• Monitoring program spending against approved budgets, identifying variances, and implementing corrective actions.
• Ensure regulatory and SOX compliance and adherence to internal Gallagher GAAP accounting and other reporting requirements.
• Responsible for the health and accuracy of Affinity financials including the Profit and Loss statement, Balance Sheet, trade accounting, and ASC 606 revenue recognition accounting.

• Strong technical skills and broad‑based knowledge of accounting principles, and in‑depth understanding of operations, internal controls and the workings of an insurance carrier including loss…