Financial Analyst Intermediate
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. Future opportunity for a Financial Analyst - FP&A Team for our dynamic and supportive Gallagher Bassett FP&A Team! While this role is not currently open, we are always looking to connect with talented professionals for upcoming opportunities. This role is ideal for entry-level to intermediate candidates who are eager to make a significant impact through strategic insights and operational excellence. As a Financial Analyst, you will play a key role in reporting and operations related to claim volume, headcount, and associated expenses. This position offers an exciting opportunity to develop your skills in financial modeling, detailed analyses, and process improvements while contributing to the success of a global leader in insurance and risk management.
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, including financial modeling and complex data analysis.
- Experience with data visualization tools such as Tableau and/or Power BI.
- Proven ability to identify and implement process improvements.
- Strong background in detailed financial analyses to support decision-making.
- Relevant experience in FP&A roles, including budgeting, forecasting, and financial reporting.
Responsibilities
- Compile and analyze financial information to support organizational decision-making.
- Develop integrated revenue/expense analyses, projections, reports, and presentations.
- Create and analyze monthly, quarterly, and annual reports, ensuring financial data is recorded accurately.
- Identify trends and developments in competitive environments and present findings to senior management.
- Perform financial forecasting and reconciliation of internal accounts.
- Utilize a variety of financial concepts, practices, and procedures to achieve goals.
- Lead and direct tasks, with potential to manage or coordinate the work of junior staff.
- Contribute to process improvements and automation of workflows.
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
Job Type
Full-time
Career Level
Entry Level
