Financial Analyst - Intermediate

We are hiring for an Intermediate Financial Analyst on our Gallagher Bassett Team! At Gallagher Bassett, we are committed to delivering exceptional service and innovative solutions to our clients. As a Financial Analyst, you will play a pivotal role in ensuring the accuracy and efficiency of operations, particularly in managing client banking processes, ensuring contractual compliance, and maintaining reconciliation documentation. This position offers an exciting opportunity to leverage your expertise in detailed analyses, process improvements, and workflow automation while collaborating with cross-functional teams to drive best practices and scalable solutions.

Key Responsibilities

• Provide strong technical financial analysis dedicated to understanding the complex contractual relationships with our clients and ensuring the banking process follows these terms appropriately
• Ensure consistent, scalable processes to ensure accurate and timely client banking replenishments 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, Clients 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.

• Contribute to process improvements and automation of workflows.
• Utilize a variety of financial concepts, practices, and procedures to achieve goals.

We understand that not everyone will meet 100% of the qualifications listed. If you believe you have the skills and passion to succeed in this role, we strongly encourage you to apply. Your unique perspective and experiences could bring something valuable to our team.

Required Qualifications

• Bachelor’s degree and at least 3 years of related experience (or equivalent combination of education and experience).
• Strong proficiency in PC and Microsoft applications.
• Advanced Excel skills, including pivots, VLOOKUPs, and macros.

Preferred Qualifications

• Advanced Excel expertise and complex data analysis.
• Proven ability to identify and implement process improvements.
• Strong communication skills including the ability to interact with clients, producers, account managers, external vendors (i.e. banks), as well as strong written communication skills.

#LI-KK3

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 Hereto 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.