Gallagher Advisory Group LLC is a boutique consulting firm specializing in finance transformation, data analytics, and reporting automation for P&C/life insurance and financial services organizations. With over two decades of experience in life, annuity, and investment reporting, we combine deep insurance domain expertise with hands-on technical capability. We partner with Finance, FP&A, Treasury, and Investment Accounting leaders to modernize their operations, eliminate manual processes, and deliver real-time financial insights that drive measurable business outcomes.

Our unique value lies in understanding the complexities of premiums, claims, surrenders, reserves, and general account investments—and translating that knowledge into automated, scalable reporting solutions. We deliver the expertise of a large consulting firm with the agility, precision, and personal attention of a boutique partner. Our clients include CFOs, CAOs, VPs of Finance, FP&A leaders, Treasury executives, and transformation leaders seeking technology-enabled solutions that accelerate month-end close, improve forecasting accuracy, strengthen liquidity visibility, and enhance audit readiness.