Financial Analyst Intermediate

Gallagher•Rolling Meadows, IL

About The Position

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. 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.

Requirements

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.

Nice To Haves

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.

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.

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