Financial Control Manager

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

About this Team

The GB Finance Controls Team, a vital component of the Finance department reporting to the Chief Financial Officer (CFO), is seeking a dynamic and adaptable professional to join our team. Our team is structured around three core pillars: GB Controls, Client Controls, and Finance Systems Projects and Transformation. The GB Controls pillar focuses on ensuring compliance with the Sarbanes-Oxley Act (SOX) and the Financial Policy Manual, auditing financial and operational controls, and optimizing revenue processes. The Client Controls pillar is responsible for the safeguarding of client-related financial activities, including maintaining System and Organization Controls (SOC) compliance and managing the internal fraud program. The Finance Systems Projects and Transformation pillar drives the evolution and enhancement of finance systems, leading projects that transform and modernize financial operations.

Our team collaborates extensively with other areas within GB Finance and works cross-functionally with departments such as Claims Operations, Client Services, IT, and Legal. We present findings and strategic recommendations to senior and executive leadership, playing a crucial role in driving informed decision-making and fostering organizational improvements. Join us in strengthening the overall control environment and ensuring robust financial governance and operational excellence.

Job Summary

We are seeking a highly skilled and motivated Client Controls Manager to join the Client Controls pillar of the GB Finance Controls team, reporting to the Director of Client Controls and Fraud. The successful candidate will play a pivotal role in managing the testing performed by the Control Performance Excellence (CPE) team. This position will also play a key role in developing division-wide control standards, managing control-related projects, driving process improvements, and delivering training on control initiatives. The Client Controls Manager leads both people and processes.

How you'll make an impact

• Job Summary

  We are seeking a highly skilled and motivated Client Controls Manager to join the Client Controls pillar of the GB Finance Controls team, reporting to the Director of Client Controls and Fraud. The successful candidate will play a pivotal role in managing the testing performed by the Control Performance Excellence (CPE) team. This position will also play a key role in developing division-wide control standards, managing control-related projects, driving process improvements, and delivering training on control initiatives. The Client Controls Manager leads both people and processes.

  Job Description

  • Lead the Control Performance Excellence team, including continuing to evolve the team structure, testing guidelines, branch and executive reporting, and remediation and re-testing activities
  • Partner with leadership to develop actionable remediation plans for any identified control deviations that limit organizational burden
  • Build strong relationships at all levels across the organization, particularly within finance and operations
  • Partner with the organization in the design of new relevant processes to assess and mitigate any potential internal control risks prior to rollout
  • Oversee internal control activities across the organization, with an emphasis on SOC compliance and reporting
  • Coordinate all aspects of the annual external SOC audit in partnership with IT Compliance, including responding to client questions
  • Report internal SOC testing results to Executive and Senior Leadership in a timely and clear manner
  • Collaborate with business leaders to identify, assess, and monitor risks and control strategies
  • Develop and deliver training to support control awareness and compliance.
  • Manage and mentor team members, ensuring effective execution of SOC audits and professional growth

About You

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 7+ years of experience in internal controls, compliance, or audit, including SOC reporting
• Proven ability to manage cross-functional projects and lead teams.
• Solid understanding of internal controls
• Strong written and verbal communication skills required
• Intermediate desktop skills (Microsoft Word, Excel, and PowerPoint)
• Experience with process flows and process narrative documentation
• Ability to compile and analyze complex data

Preferred Requirements

• Financial and/or Operational Internal Audit experience preferred
• Professional certifications (e.g., CPA, CIA) a plus
• Experience in the Insurance Industry and/or with Third Party Service Administrators

Behaviors

We are looking for an individual with:

• Attention to Detail: A meticulous approach to ensuring accuracy in reviewing audit workpapers and reports
• Problem-Solving Abilities: A proactive mindset to identify and resolve issues within financial and operational controls
• Effective Communication: The capability to clearly present findings and recommendations to stakeholders, including senior leadership
• Leadership: Able to motivate staff to produce high-quality work and achieve career goals
• Timeliness: Proven track record of delivering timely, accurate results
• Adaptability: Flexibility in responding to changing priorities and evolving business needs
• Integrity: A commitment to maintaining high ethical standards and compliance with policies and regulations
• Strategic Thinking: The ability to align control activities with organizational goals for long-term success
• Initiative: A drive to identify and implement process improvements and efficiencies
• Collaborative Spirit: The skill to build strong relationships and work effectively with cross-functional teams

Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

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.