Introduction

Welcome to Gallagher in India — where expertise, technology, and purpose come together. Since 2006, Gallagher in India has supported global teams by delivering quality, service, and speed through deep expertise, smart technology, and specialized knowledge services. More than just an operations center, it’s a place where careers grow through collaboration, continuous learning, and purposeful work. We drive efficiency, compliance, and innovation so our teams can focus on serving clients. If you enjoy solving problems and working with purpose, Gallagher is the place where you can grow and feel a sense of belonging.

Overview

The Senior process Analyst is a position with minimum of 2-3 years pension scheme or investment accounting experience and experience of dealing directly with clients, auditors and other professionals administration.

Pension accountants are responsible for ensuring the accounts function for a portfolio of occupational pension schemes are completed in accordance with contracts to the required standards and deadlines.

How you'll make an impact

Responsibilities:

- Carry out agreed duties and take on additional responsibilities as may be agreed from time to time with the team leader.
- See through to conclusion the preparation of annual accounts for a portfolio of clients in accordance with relevant SORP and AAF requirements.
- Liaise with all parties including clients, account managers and auditors to ensure timetables are agreed and deadlines met for accounts finalisation, audit and signing within statutory deadlines.
- Attendance at audit planning and audit clearance meetings.
- Deal with audit queries.
- Manage the integrity of accounting transactions, documentary support, postings, compilation, and maintenance of supporting schedules. Provide guidance and support to Admin’ teams as necessary.




- Prepare investment reconciliations including managed and segregated funds in accordance with the required disclosures.
- Review monthly reports and bank reconciliations.
- Provision of quarterly financial information for inclusion in client Admin’ Reports.
- Provision of information [including GAAP data and funding information] to Actuaries and other professionals in accordance with agreed timescales.
- Provide ad hoc information to clients, trustees, employers, professionals and other interested parties as required.
- Completion of HMRC and other returns as required (including SA970, tax and VAT returns) within required deadlines.
- Assist team members as required.
- Ensure that own work is peer reviewed.
- To complete daily timesheets.
- Participate in annual performance reviews and goal setting.
- Complete required corporate training within prescribed deadlines.

About you

Qualifications:

Education: Major- Any Graduate or Post Graduate

Degree: Bachelor Master

Licenses/Certificates: PMI certifications will be an added advantage

Work Experience:

Minimum of 2-3 years pension scheme or investment accounting experience and experience of dealing directly with clients, auditors and other professionals administration.

Analytic

1) Logical approach to problem solving.
2) Process, collect and input data and information.
3) Excellent time management skills.
4) Ability to prioritise workload with conflicting importance, keeping to deadlines, agreed
service levels and disclosure requirements.
5) Attention to detail
6) Calculations
7) Robust numeracy skills.

Communication

1)



Experienced and comfortable in dealing directly with clients, auditors and other
professionals at meetings, via telephone calls and conferences and in written form.
2) Excellent telephone manner and written communication skills Communicate effectively
with colleagues.
3) Confidence in providing feedback.

Customer Service

1) The desire to ensure the team always provides exceptional customer service.
2) Accountability to our clients, the members and management of the business.

Interpersonal

1) Ability to work on one's own.
2) Self-motivated.
3) Be a champion of change and provide opinions if you have an idea to create more
efficiencies.

Information Technology

1) Computer literate in the use of Office Systems, e.g. Microsoft Office for word processing,
spreadsheets, database and presentations. Knowledge of Cashfac and Open Accounts [or
similar] systems would be advantageous.

People Management

1) Act as mentor to new accountants.
2) Provide positive reinforcement to motivate junior team members.

Additional Information

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)

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