Financial Analysis Manager

Introduction

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 for a Finance Manager on our Gallagher Bassett Team!

• Manage a team of 2-3 strong, technical financial analysts dedicated to understanding the complex contractual relationships with our clients and ensuring the service fee billing process follows these terms appropriately
• Ensure consistent, scalable processes to ensure accurate and timely billing based on contractual relationship with clients
• Ensure appropriate controls, procedures and escalations to allow for appropriate oversight and notification
• Work to drive best practices to ensure the scalability and consistency of processes
• Collaborate with Account Managers, Account Executives and Finance groups to ensure controls are appropriately applied especially in relation to client contracts
• Ensure organizational delivery target dates are consistently being met
• Perform ad hoc analyses for operational and financial management and to support business needs
• Professional Leadership:
  • Strong, proven ability to grow and develop team
  • Ownership, urgency, accuracy, timeliness and a process improvement mindset
• Strong, proven process improvement skills
• Strong analytical skills
• Strong Excel skills:
  • Ability to work with large data sets
  • Ability to utilize functions/formulas and other Excel mechanisms to build new and understand existing processes
• Communication skills:
  • Ability to interact with clients, producers, account managers, external vendors (i.e., banks, payment processors) and senior leadership throughout Gallagher Bassett
  • Ability to interact with teams across Finance to ensure adherence to timeliness and quality standards
  • Ability to interact with our Gallagher Center of Excellence team to ensure adherence to timeliness and quality standards
  • Strong written communication skills
  • Proven presentation skills

Required:

• Bachelor's degree and 7 years related experience required.

Preferred:

• Good working knowledge of the insurance brokerage business
• Strong PC and Microsoft application skills
• Insurance or TPA (Third Party Administrator) background preferred
• Understanding of Banking, Billing and Accounts Receivable processes
• Bachelor’s degree, with preference in analytical field such as Finance, Accounting, Math, or Economics
• MBA or related advanced degree a plus

Behaviors:

• Strong analytical and problem-solving skills.
• Strong written and oral communication skills.
• Strong presentation skills.
• Strong organization skills.

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

• 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

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…