Finance and Accounting Associate

Your Way Insurance is a people-first organization built on compassion, integrity, and  service. Our greatest strength lies in our talented and driven team, dedicated to helping  seniors find Medicare plans that truly fit their needs, the right way. Through our one-stop shopping experience, we make it easy to compare top national health insurance carriers  and choose coverage with confidence. 

Now part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll join a network of professionals committed to empowering individuals, businesses,  and communities to thrive. Whether you're supporting clients directly or contributing  behind the scenes, you'll be part of a culture defined Your Way: shared values, excellence, and a passion for doing what's right. 

We have an exciting opportunity for a Finance & Accounting Associate to join our growing team. In this role, you will play a key part in maintaining accurate financial records while leveraging your analytical skills to provide valuable insights that drive business decisions. You will collaborate with cross-functional teams, contributing to both day-to-day accounting operations and enabling data-driven decisions across the organization.

• Execute day-to-day accounting tasks, including accounts payable, accounts receivable, and general ledger entries, ensuring accuracy and integrity in financial data.
• Perform in-depth data analysis to identify trends, anomalies, and opportunities for process improvements across financial and operational datasets.
• Assist in calculation and management of regular sales performance incentives and coordinate with payroll department on compensation-related items.
• Reconcile and analyze balance sheet and income statement accounts to maintain precision and completeness in financial reporting.
• Support budgeting, forecasting, and monitoring of financial performance.
• Contribute to the preparation of monthly, quarterly, and annual financial statements in compliance with generally accepted accounting principles (GAAP).
• Ensure consistent operational and financial reporting while adapting to evolving requirements.

Required: Bachelor's degree (Accounting, Finance, or Business Administration) and 2 years of related experience required.

Preferred: 

• Understanding of GAAP, with a willingness to learn and apply key principles.
• Proficiency in Microsoft Excel and willingness to learn new software. Experience with existing tools is a plus.
• Experience in data analysis and working with large datasets; data visualization experience is a plus.
• Strong analytical, communication, and problem-solving skills.
• Ability to work independently and collaborate within a team in a fast-paced environment.

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)