Financial Planning & Analysis-Pricing

About the position

Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND.

Responsibilities

• Prepares pricing and profitability analyses that supports New Business efforts and is in line with renewal strategies.
• Collaborates with Sales Executives, Account Managers and Field Operations to gather and question all cost assumptions used to prepare a quote.
• Works directly with Sales and Account Management to improve financial status of current and potential clients by analyzing results and variances, identifying trends and recommending appropriate actions.
• Analyzes revenue, cost, margin and pricing agreements while providing insight and recommendations for timely and effective business decisions.
• Ensures development and improvement of standard pricing analytic report templates, presentations, methodologies and processes through advanced analytical thought processes.
• Analyzes the impact of price changes, recommends adjustments to pricing standards and strategies that will support business objectives and plans without impeding future growth.
• Works with the Business to develop and implement pricing strategies that effectively cater to various markets and channels.
• Challenges the conventional pricing methodology to improve the process and develop new approaches.

Requirements

• Bachelor's degree, with preference in a quantitative analytical field such as Finance, Accounting, Math, Statistics or Economics.
• 7 plus years of experience in quantitative analysis.
• Advanced knowledge of Microsoft Excel is required.

Nice-to-haves

• 2 to 3 years pricing-related experience that may include quantitative analysis, pricing management, methods and techniques, financial planning and analysis, and/or marketing research highly preferred.
• MBA or related advanced degree a plus.
• Prior experience working in insurance or finance industries.
• Extensive experience in excel-based financial modeling, including financial planning and analysis, pricing and partnering with non-finance business partners.
• Experience with Business Intelligence tools, including Cognos; knowledge of SQL or Microsoft Access with a strong understanding of relational databases preferred.
• Ability to flex between data/analytics and marketing creativity while thinking outside the box to solve complex problems with limited data sources.
• Comfortable in an environment with changing priorities, and competing demands for time.
• Ability to communicate effectively, verbally and in writing, and to establish and maintain effective working relationships with employees, business partners and company officials.

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.