Senior Financial Analyst

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.
Overview

The Billing Team’s core functions include timely and accurate billing reconciliations, invoicing, and resolving billing inquiries. Our team maintains a strong focus on accuracy, efficiency, and best practices. We work closely with the Pricing Team, Invoicing Team, and Client Service Managers, striving to provide a transparent and favorable billing experience for our customers. You will flourish on this team if you thrive in detail-oriented work, take ownership of your responsibilities and are passionate about delivering accurate, efficient, and customer-focused billing solutions.

Please Note: This is a hybrid role. We’re looking for a strategic thinker and strong communicator to join our team as a Senior Financial Analyst. In this high-impact role, you’ll go beyond the numbers—delivering insights that drive smarter decisions, more efficient processes, and long-term financial success. You’ll partner across the business and gain visibility with senior leadership, all while working in a culture that values growth, innovation, and balance.

How you'll make an impact

• Analyze complex financial data to identify trends, opportunities, and risks—and translate your findings into actionable insights that guide strategic decisions
• Build dynamic, executive-ready reports, models, and presentations that clearly communicate financial concepts, even to non-financial audiences
• Leverage expert-level Excel (VLOOKUP, pivot tables, macros, advanced formulas) and Power BI to streamline analysis and create automated dashboards and apply AI tools to elevate forecasting, reporting, and operational efficiency
• Improve processes by identifying bottlenecks and collaborating across teams to implement solutions
• Work cross-functionally with Sales, IT, Managed Care (GBCARE), Legal, and others—engaging diverse perspectives and aligning financial strategies to business needs
• Occasionally partner directly with clients to resolve issues, support pricing conversations, or deliver insights
• Present your findings and recommendations with confidence to senior and executive leadership
• Tackle unstructured projects with curiosity and a strategic mindset, balancing big-picture thinking with detailed execution
• Prioritize effectively under pressure, especially during peak cycles like month-end close, while managing competing tasks and deadlines

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About You

Required:

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

Preferred:

• 4+ years of experience in accounting and/or finance
• Strong understanding of accounting principles & procedures
• Understanding revenue and expenditures
• Self-motivated, able to work independently
• Strong Excel skills
• Able to learn new systems quickly
• Adaptability/willingness to work in a fast changing environment
• Strong communication skills, ability to work as a strategic business partner
• Experience with developing and implementing process improvements

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Compensation and benefits

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 and Pay Disclosure Statement

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.