Financial Analyst

Gallagher•Rolling Meadows, Illinois

67d

About The Position

Gallagher Bassett is seeking a skilled, motivated analyst to join its Core Standard Billing team. The role supports billing operations involving standard billing arrangements and automated processes, with an emphasis on analytical support, cross-functional coordination, and continuous improvement. The Billing team delivers accurate, reliable, and efficient solutions and works across Core Standard, Core Non-Standard, and Ancillary & Support functions. The analyst partners with Finance, Client Services, IT, and Gallagher Center of Excellence process analysts to support billing accuracy, automation, issue resolution, and process improvements. The position reports to the Billing Director and helps ensure that standardized and automated billing processes are reliable, scalable, and aligned with organizational standards.

Requirements

Bachelor's degree and 3 years of related experience.
Strong PC and Microsoft application skills.
Excel expertise, including pivot tables, V-lookups, and macros.

Nice To Haves

Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
Proficiency in Excel, including formulas, pivot tables, lookup functions, data validation, reconciliations, and data analysis.
Experience in the insurance industry and/or with third-party service administrators.
Experience with billing systems, financial reporting tools, or ERP platforms, and ability to adapt quickly to new systems and processes.
Strong critical-thinking and problem-solving skills, including evaluating billing issues, identifying root causes, and recommending practical, scalable solutions.
Strong written and verbal communication skills, including documenting processes, explaining complex issues, and contributing to clear SOPs and reporting.
High attention to detail and commitment to accuracy while meeting deadlines in a dynamic, fast-paced environment.
Ownership and accountability, with initiative to carry work through from analysis to resolution.
Commitment to continuous improvement and openness to change, learning, and process optimization.

Responsibilities

Serve as a subject-matter expert for standard and automated billing processes, ensuring accuracy and alignment with organizational standards.
Serve as a main point of contact for Gallagher Center of Excellence process analysts supporting standard and automated billing processes.
Reconcile and analyze automated billing results against source data, investigate discrepancies, and escalate complex issues appropriately.
Research root causes of issues related to standard and automated billing, document findings, and recommend corrective actions.
Participate in initiatives to migrate contracts from manual or semi-manual billing to automated billing.
Review billing requirements for automation eligibility and identify data gaps, system dependencies, or process barriers.
Assist with billing configuration and testing for new or transitioned automated billing arrangements, validating calculations, schedules, and outputs before production.
Maintain and update billing documentation and standard operating procedures for standardized and automated processes.
Collaborate with Finance, Client Services, and IT on billing enhancements, client changes, and process improvements.
Identify opportunities to increase automation, reduce manual touchpoints, and improve efficiency and accuracy.
Support monthly and other recurring billing cycles, meeting deadlines while maintaining quality and attention to detail.