Lead Analyst - Financial Operations Quality and Controls

Gallagher•Rolling Meadows, Illinois

97d

About The Position

Gallagher Bassett is seeking a skilled and motivated professional to join its Billing team in a quality assurance and process improvement role. Reporting to the AVP – Financial Operations, the position develops, implements, maintains, and monitors billing best practices across the Billing organization. It partners with Billing, Client Services, Finance, Pricing, and IT to improve consistency, efficiency, and accuracy while reducing risk, errors, and revenue leakage. The Billing organization includes Core Standard, Core Non-Standard, and Ancillary & Support teams, covering routine billing, complex and customized billing, and specialized operational support. The role supports operational excellence, scalability, continuous improvement, and high-quality outcomes for clients and internal stakeholders through analytical rigor, cross-functional coordination, governance, and process improvement.

Requirements

Bachelor's degree and 6 years of related experience required.
Strong Excel and financial management software skills are essential.
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field is listed as preferred.
7–10 years of related experience is listed as preferred.
Advanced Excel proficiency, including formulas, pivot tables, lookups, data validation, reconciliation techniques, and compiling and analyzing complex data.
Strong critical thinking and problem-solving skills, including evaluating billing issues, identifying root causes, and recommending practical, scalable solutions.
Effective written and verbal communication skills, with the ability to influence across levels and explain complex concepts to technical and non-technical audiences.
Exceptional documentation skills, including developing, maintaining, and updating SOPs, best practice guidelines, process flows, and control documentation.
Ability to partner cross-functionally with Billing, Client Services, Pricing, Finance, IT, and GCoE teams to align processes and implement improvements.
Demonstrated ownership and accountability, taking initiative to carry work from analysis through resolution.
Commitment to continuous improvement and openness to change, learning, and process optimization.

Nice To Haves

Previous Internal Audit experience.
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.
Experience mapping and redesigning end-to-end processes, focused on standardization, efficiency, and error prevention.
Experience developing and interpreting operational KPIs and performance dashboards focused on productivity, quality, turnaround time, backlog, and SLA performance.

Responsibilities

Lead standardization of Billing Best Practices across the Core Non-Standard Billing team and the broader Billing organization, identifying processes that do not meet established standards.
Partner with Client Services and other stakeholders to remediate gaps, align practices, and resolve non-standard or high-risk billing approaches.
Ensure new client implementations and transitions align with Billing Best Practices from initial setup through stabilization.
Review existing Custom Billing processes regularly to identify opportunities for standardization, simplification, and enhancement.
Map, analyze, and redesign end-to-end billing workflows to align with Best Practices, eliminate inefficiencies, and reduce errors and revenue leakage.
Design scalable, controlled, and consistent end-to-end workflows for new billing processes, preventing downstream defects and manual rework.
Apply continuous improvement methodologies to strengthen process controls, improve cycle times, and enhance billing quality.
Ensure Billing Best Practices and Standard Operating Procedures (SOPs) are reviewed, validated, and updated at least annually.
Conduct annual process reviews to confirm alignment with documented SOPs and Best Practices, identify gaps, and drive corrective action plans.
Define, implement, and maintain KPI dashboards aligned to Billing Best Practices, including productivity, turnaround time, backlog, and SLA performance metrics.
Ensure tracking tools are complete, accurate, and actively used, and that escalation protocols are followed consistently.
Analyze quality findings to identify root causes of billing errors and defects, and partner with Pricing and Client Services to close gaps and implement corrective actions.
Provide leadership with clear, concise insights into billing quality, operational effectiveness, and control maturity.