Financial Analyst

Gallagher•Torrance, CA

16d•$60,000 - $70,000•Remote

About The Position

Keenan, now a part of Gallagher, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive. We are looking for a meticulous and analytical Financial Analyst to become a part of our Finance team. This role focuses on reconciling weekly check registers and funding requests from carriers, as well as registers created from Keenan’s TPA Mphasis Claims system. The ideal candidate will play a key role in ensuring accuracy, compliance, and efficiency in financial processes, while contributing to the overall financial operations of the TPA. Additionally, the analyst will manage consolidated billing for the Center of Excellence (West).

Requirements

Minimum 2 years customer service experience.

Nice To Haves

Minimum of 2-3 years of experience in financial analysis, reconciliation, or a similar role.
Experience working with carriers, TPAs, and consolidated billing processes is highly desirable.
Strong analytical and problem-solving skills.
Proficiency in financial software and tools (e.g., Excel, ERP systems).
Excellent attention to detail and organizational skills.
Effective communication and interpersonal skills.
Ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

Perform weekly reconciliation of carrier and TPA check registers and funding requests.
Investigate and resolve discrepancies between registers and funding requests.
Ensure all transactions are accurately recorded and compliant with company
Manage and oversee COE West Consolidated Billing processes.
Ensure timely and accurate billing for all relevant accounts.
Collaborate with internal teams to address billing discrepancies and improve workflows.
Analyze financial data to identify trends, anomalies, and opportunities for process improvement.
Prepare detailed reports summarizing reconciliation findings and present them to management.
Collaborate with internal teams to provide insights and recommendations based on financial analysis.
Maintain accurate and organized records of reconciliations, billing, and related financial documents.
Ensure compliance with regulatory requirements and internal controls.
Assist in audits by providing necessary documentation and explanations.
Identify inefficiencies in reconciliation and billing processes and recommend improvements.
Work with cross-functional teams to implement streamlined workflows and automation tools.
Liaise with carriers, TPAs, and internal stakeholders to address queries and ensure smooth communication.
Support other finance team members in achieving departmental 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