Senior Financial Analyst

Introduction


How you'll make an impact

We are seeking a highly skilled and motivated individual to join the Gallagher-Bassett (GB) Core Non-Standard Billing team. The Senior Financial Analyst will report to the Director – Non-Standard Billing and play a key role in supporting billing operations related to clients with unique billing procedures and reconciliations. The responsibilities outlined below reflect this role’s emphasis on analytical support, cross‑functional coordination, and continuous improvement within a growing and evolving billing environment. The Gallagher-Bassett Billing team is responsible for delivering accurate, reliable, and efficient billing solutions that support organizational performance and a strong client experience. The team is structured into three primary areas—Core Standard, Core Non‑Standard, and Ancillary & Support—which together provide comprehensive coverage across routine billing activities, complex and customized billing scenarios, and specialized functions that enable and sustain billing operations.

Success in this role is grounded in close collaboration with key partners, including other Finance teams, Client Services, and IT. Through strong cross‑functional partnerships, thoughtful use of technology, and streamlined processes, the GB Billing team drives operational excellence, scalability, and continuous improvement. This integrated approach supports sustainable growth and ensures consistent, high‑quality outcomes that deliver lasting value to both clients and internal stakeholders.

Responsibilities: 

• Serve as a billing subject‑matter expert for Non-Standard processes, with a primary focus on a specificly assigned listing of client billing operations, ensuring accuracy and alignment with organizational standards.
• Perform advanced billing analysis, investigating variances, resolving complex issues, and recommending process improvements to reduce rework and operational risk.
• Collaborate closely with Finance, Client Services, and IT to support billing process and system changes.
• Own and maintain ancillary billing procedures, controls, and documentation, contributing to SOP development.
• Support month‑end and ongoing operational and financial reporting working closely with the Revenue Accounting and A/R teams.
• Identify and drive continuous improvement initiatives that enhance efficiency, scalability, and service quality, leveraging automation and standardized processes where possible.

About You

Required:

• Bachelor's degree and 4 years related experience required.
• Strong excel and financial management software skills are essential.

Preferred:

• 3-5 years related experience.
• Advanced Excel proficiency, including strong working knowledge of formulas, pivot tables, lookups, data validation, and reconciliation techniques and the ability to compile and analyze complex data.
• Experience in the Insurance Industry and/or with Third Party Service Administrators.
• Project management experience.
• Experience working with billing systems, financial reporting tools, or ERP platforms, with the ability to adapt quickly to new systems and processes.
• Strong critical thinking and problem‑solving skills, with the ability to evaluate complex billing scenarios, 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.

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Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)