Billing Operations Analyst (Temporary)
About The Position
The Billing & Operations Analyst supports the end-to-end invoicing process while contributing to operational efficiency initiatives across finance and sales operations. This role is responsible for ensuring accurate and timely billing, maintaining data integrity within systems, and supporting cross-functional teams through analysis and responsive service. This is a temporary position that is anticipated to last for 4 months. The may be an opportunity to be converted into a Gallagher employee upon successful completion of the assignment. This is a fully onsite role based out of our Fairlawn, OH office.
Requirements
- Foundational knowledge of Accounting or Accounts Payable (invoicing preferred)
- Proficiency in Microsoft Excel, including formulas such as SUMIF, VLOOKUP/XLOOKUP, and CONCATENATE
- Strong analytical and problem-solving skills
- Excellent communication and customer service skills
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Nice To Haves
- Familiarity with ERP or billing systems preferred
- Basic project coordination or project management exposure is a plus
Responsibilities
- Assist in the preparation, validation, and distribution of monthly client invoices
- Support the collection and entry of client and contract data into the billing system to ensure timely and accurate invoicing
- Help maintain data integrity within ERP and billing platforms
- Respond to invoicing-related inquiries from Sales and Operations teams in a timely and professional manner
- Partner with internal stakeholders to resolve discrepancies and improve billing accuracy
- Assist in evaluating current invoicing workflows to identify inefficiencies
- Contribute to process improvement initiatives aimed at increasing speed, accuracy, and scalability
- Support sales commission tracking and reporting activities
- Assist with system transitions, including migration to new time management platforms
- Participate in other operational or financial projects as needed
Benefits
- 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
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
