Senior Financial Analyst

Introduction At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it's our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people's lives. It takes empathy, precision, and a strong sense of partnership—and that's exactly what you'll find here. We're a team of fast-paced fixers, empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you'll play a vital role in helping businesses and individuals move forward with confidence. Here, you'll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you're here, you're part of something bigger. You're part of a team that shows up, stands together, and leads with purpose. How you'll make an impact We are seeking a highly skilled and motivated individual to join the Gallagher-Bassett (GB) Ancillary & Support Billing team. The Senior Financial Analyst will report to the Manager - Ancillary & Support and play a key role in supporting billing operations related to acquisitions and Canadian business. 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 Ancillary & Support processes, with a primary focus on acquisitions and Canadian 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. #LI-KK3 Additional information 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.

Qualifications:

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. #LI-KK3