Senior Financial Analyst

Gallagher•Rolling Meadows, IL

43d

About The Position

Gallagher Bassett is seeking a Senior Financial Analyst to join its Core Non-Standard Billing team. Reporting to the Director – Non-Standard Billing, this role supports billing operations for clients with unique billing procedures and reconciliations. The position focuses on analytical support, cross-functional coordination, and continuous improvement within a growing billing environment. The billing team delivers accurate, reliable, and efficient solutions across standard, non-standard, and ancillary billing activities. The analyst works closely with Finance, Client Services, IT, Revenue Accounting, and Accounts Receivable to support billing operations, reporting, and system and process changes. The role contributes to operational excellence, scalability, and consistent outcomes for clients and internal stakeholders.

Requirements

Bachelor's degree.
At least 4 years of related experience.
Strong Excel and financial management software skills.

Nice To Haves

3–5 years of related experience.
Advanced Excel proficiency, including formulas, pivot tables, lookups, data validation, reconciliation techniques, and compiling and analyzing complex data.
Experience in the insurance industry and/or with third-party service administrators.
Project management experience.
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 complex billing scenarios, 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 mindset and accountability, with initiative to carry work from analysis through resolution.
Commitment to continuous improvement and openness to change, learning, and process optimization.

Responsibilities

Serve as a billing subject-matter expert for Non-Standard processes, focusing on an assigned portfolio of client billing operations and ensuring accuracy and alignment with organizational standards.
Perform advanced billing analysis, investigate variances, resolve complex issues, and recommend improvements to reduce rework and operational risk.
Collaborate with Finance, Client Services, and IT on billing process and system changes.
Own and maintain ancillary billing procedures, controls, and documentation, and contribute to standard operating procedure development.
Support month-end and ongoing operational and financial reporting in coordination with Revenue Accounting and Accounts Receivable teams.
Identify and drive continuous improvement initiatives to enhance efficiency, scalability, and service quality, using automation and standardized processes where possible.