Financial Analyst

Introduction

At Gallagher Bassett, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. We value teamwork, curiosity, and impact while delivering fast‑paced, empathetic solutions.

We are seeking a highly skilled and motivated individual to join the Gallagher Bassett Core Standard Billing team. The Financial Analyst will report to the Billing Director and play a key role in supporting billing operations related to standard billing arrangements and automated processes.

• Serve as a subject‑matter expert for standard and automated billing processes, ensuring accuracy and alignment with organizational standards.
• Serve as a main point of contact for Gallagher Center of Excellence process analysts that support standard and automated billing processes.
• Perform reconciliations and analysis between automated billing results and source data, investigating discrepancies and escalating complex issues appropriately.
• Support issue resolution related to standard and automated billing by researching root causes, documenting findings, and recommending corrective actions.
• Participate in initiatives to migrate contracts from manual or semi‑manual billing to automated billing.
• Review billing requirements to determine automation eligibility, identifying data gaps, system dependencies, or process barriers.
• Assist with billing configuration and testing for new or transitioned automated billing arrangements, validating calculations, schedules, and outputs prior to production.
• Maintain and update billing documentation and SOPs, particularly for standardized and automated processes, ensuring clarity and repeatability.
• Collaborate with Finance, Client Services, and IT to support ongoing billing enhancements, client changes, and process improvements.
• Contribute to continuous improvement efforts by identifying opportunities to increase automation, reduce manual touchpoints, and improve efficiency and accuracy.
• Support monthly and other recurring billing cycles, meeting required deadlines while maintaining high quality and attention to detail.

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

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required.
• 1–3 years related experience required.
• Proficient in Excel with a practical understanding of formulas, pivot tables, lookup functions, data validation, reconciliations, and data analysis.
• Experience in the Insurance Industry and/or with Third Party Service Administrators a plus.
• Experience working with billing systems, financial reporting tools, or ERP platforms, with the ability to adapt quickly to new systems and processes a plus.
• Strong critical thinking and problem‑solving skills, with the ability to evaluate billing issues, identify root causes, and recommend practical, scalable solutions.
• Strong written and verbal communication skills, including the ability to document processes, explain complex issues, and contribute to clear SOPs and reporting.
• High attention to detail and commitment to accuracy, balanced with the ability to meet deadlines in a dynamic, fast‑paced environment.
• Demonstrated ownership mindset and accountability, taking initiative to see work through from analysis to resolution.
• Commitment to continuous improvement, with openness to change, learning, and process optimization.

We offer a competitive and comprehensive compensation package. Our core benefits include medical, dental, and vision plans, life and accident insurance, 401(k) and Roth options, tax‑advantaged accounts, educational expense reimbursement, and paid parental leave.

• 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.
• G…