Senior Financial Analyst

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. How you'll make an impact We are hiring for a Senior Financial Analyst on our Gallagher Bassett Team Essential Duties & Responsibilities: 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. Additional Considerations: Acquire knowledge of Billing team functions/procedures, including but not limited to: Client account analysis/reconciliation Client/carrier invoice preparation Review of Cost & Terms to ensure contracts are properly set-up in GB systems Demonstrated ability to independently (and with managerial guidance) work with clients, account managers and others to facilitate timely issue resolution Demonstrated ability to independently (and with managerial guidance) handle calls/correspondence within 24 hours, while providing exceptional customer service Demonstrated flexibility while operating in a highly professional manner Acquire an understanding/ability to utilize Gallagher Bassett’s claim system and on-line banking portals Demonstrated problem solving skills, accounting principles knowledge, documentation skills, research/resolution skills and data analysis Collect, organize and analyze financial information About You Required: Bachelor's degree and 4 years related experience required. Strong excel and financial management software skills are essential. Desired: Access and Sequel preferred Cognos and JDEdwards preferred General Ledger knowledge preferred Prefer degree in Accounting or Finance CPA, CMA or CFA preferred Acquire knowledge of insurance industry Acquire knowledge of proprietary systems/processes Work Traits: 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. Results oriented Accountable Accurate, detail orientated Problem solver Continuous improvement mindset Excellent customer service and interpersonal communication skills Strong computer skills including Microsoft Office suite (mainly Excel) Technical expertise Ability to execute and present analysis independently and with managerial guidance Good business acumen #LI-TL1 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 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. #J-18808-Ljbffr