Senior Financial Analyst - Gallagher

Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

We are hiring a Senior Financial Analyst for our Gallagher Bassett FP&A Team! 

This individual will take ownership of reporting and operations for claim volume, headcount and associated expenses. The ideal candidate will bring a robust background in Financial Planning and Analysis (FP&A), including expertise in detailed analyses, financial modeling, and process improvements. This role presents an exciting opportunity to join a dynamic and supportive team, making a significant impact through strategic insights and operational excellence.

Responsibilities include:  

• Compiles and analyzes financial information for an organization.
• Develops integrated revenue/expense analyses, projections, reports, and presentations.
• Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
• Identifies trends and developments in competitive environments and presents findings to senior management.
• Performs financial forecasting and reconciliation of internal accounts.
• Familiar with a variety of the field's concepts, practices, and procedures.
• Relies on extensive experience and judgment to plan and accomplish goals.
• Performs a variety of tasks.
• Leads and directs the work of others.
• May manage/coordinate the work of more junior staff.

Required:

• Bachelor's degree and 4 years related experience required.
• Strong Excel and financial management software skills are essential.
  
  

Preferred:

• Degree in Accounting or Finance: A Bachelor’s degree in Accounting, Finance, or a closely related field is preferred.
• Advanced Excel Skills: Demonstrated expertise in Excel, including experience with financial modeling and complex data analysis.
• Experience with Data Visualization Tools: Proficiency with Tableau and/or Power BI for creating insightful reports and dashboards.
• Process Improvement Experience: Proven track record in identifying and implementing process improvements and automating workflows.
• Detailed Analytical Experience: Strong background in performing detailed financial analyses to support decision-making.
• Financial Planning & Analysis (FP&A) Experience: Relevant experience in FP&A roles, including budgeting, forecasting, and financial reporting.

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On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

 Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.