Senior Financial Analyst

Step into the world of Gallagher Bassett, where risk management becomes a canvas of possibilities. Join our growing team of dedicated professionals who guide those in need to the best possible outcomes for their health and wellbeing. As a steward of trust, you'll be part of a resilient team, armed with cutting-edge technology and a relentless pursuit of a better way. Together, we will redefine the boundaries of excellence and elevate the industry to unprecedented heights. 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.

How you'll make an impact

We are Hiring a Senior Financial Analyst for our Gallagher Bassett Specialty Billing Team!

Essential Duties & Responsibilities:

• Reports financial status by preparing and analyzing financial plans, forecasts, and reports.
• Provide support to business, through information analyses (e.g. current processes, actual performance vs. budget and prior year, budget, etc.), preparation of operational data/analyses for publication to various constituents throughout company (Management, Sales, Product Management, Operations, etc.) who rely on/benefit from the information to make informed business decisions.
• Tracks financial status by monitoring variances from plan.
• Determines financial status by comparing and analyzing plans and forecasts with actual results. Improves financial status by analyzing results and variances; identifying trends; recommending actions.
• Creates financial decision support for Financial Planning & Analysis.
• Reconciles transactions by comparing and correcting data. Increases productivity by developing automated applications; eliminating duplications; coordinating information requirements.
• Provides information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Accomplishes finance and organization mission by completing related results as needed.
• Including but not limited to revenue, margin, expense analysis and unit costing.
• Primary responsibilities will include assisting Financial Planning & Analysis team in the Monthly Operations Review, identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting, and periodic analysis of operations performance.
• Knowledge of generally accepted accounting principles and procedures.
• Collaborate with business partners to deliver accurate and timely results, including relevant variance explanations.

Additional Considerations:

Acquire knowledge of Billing team functions/procedures, including but not limited to:

• Client account analysis/reconciliation
• Client/carrier invoice preparation
• Review of Cost & Terms to ensure contracts are properly set-up in GB systems
• Demonstrated ability to independently (and with managerial guidance) work with clients, account managers and others to facilitate timely issue resolution
• Demonstrated ability to independently (and with managerial guidance) handle calls/correspondence within 24 hours, while providing exceptional customer service
• Demonstrated flexibility while operating in a highly professional manner
• Acquire an understanding/ability to utilize Gallagher Bassett's claim system and on-line banking portals
• Demonstrated problem solving skills, accounting principles knowledge, documentation skills, research/resolution skills and data analysis
• Collect, organize and analyze financial information

About you

Required:

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

Desired:

• Access and Sequel preferred
• Cognos and JDEdwards preferred
• General Ledger knowledge preferred
• Prefer degree in Accounting or Finance
• CPA, CMA or CFA preferred
• Acquire knowledge of insurance industry
• Acquire knowledge of proprietary systems/processes

Work Traits:

• Highly motivated with the ability to work on a team as well as independently and drive results.
• Comfortable in an environment with changing priorities, and competing demands for time.
• Highly motivated with ability to drive results. Ability to work extended hours as required.
• Results oriented
• Accountable
• Accurate, detail orientated
• Problem solver
• Continuous improvement mindset
• Excellent customer service and interpersonal communication skills
• Strong computer skills including Microsoft Office suite (mainly Excel)
• Technical expertise
• Ability to execute and present analysis independently and with managerial guidance
• Good business acumen

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Additional information

Click Here to review our U.S. Eligibility Requirements

We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.