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

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

• 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

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About You

• Requires bachelor's degree and 3 years related experience
• Strong PC and Microsoft application skills
• Excel expertise required (pivots, V-lookups, macros)

Preferred:

• Access and Sequel preferred
• Cognos and JDEdwards General Ledger knowledge preferred
• Prefer degree in Accounting or Finance. CPA, CMA or CFA preferred

Behaviors:

• 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

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.