Financial Analyst

Arthur J. Gallagher & Co. (AJG); Rolling Meadows (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development opportunities

Collaborative culture

Global reach with local impact

Job summary

Gallagher Bassett is seeking a Billing Analyst to support standard and automated billing. You will report to the Billing Director and collaborate with Finance, Client Services, and IT to deliver accurate, scalable billing solutions.

The ideal candidate holds a bachelor’s degree with 3 years of related experience, and is proficient in Excel (pivots, VLOOKUPs, macros) with strong attention to detail in a fast-paced setting. Insurance industry experience is a plus.

Qualifications

• Bachelor's degree and 3 years related experience.
• Strong PC and Microsoft applications.
• Excel expertise with pivots, V-lookups, macros.

Responsibilities

• Serve as a subject-matter expert for standard and automated billing processes.
• Serve as a main point of contact for process analysts supporting standard and automated billing.
• Perform reconciliations between automated billing results and source data; investigate discrepancies.
• Support issue resolution related to standard and automated billing; document findings and actions.
• Participate in initiatives to migrate contracts from manual to automated billing.
• Review billing requirements to determine automation eligibility and data gaps.
• Assist with billing configuration and testing for new automated arrangements.
• Maintain and update billing documentation and SOPs for standardized processes.
• Collaborate with Finance, Client Services, and IT to support billing enhancements.
• Identify opportunities to increase automation and efficiency.
• Support monthly and recurring billing cycles with deadlines and accuracy.

Skills

Excel

Pivot tables

VLOOKUPs

Macros

Attention to detail

Education

Bachelor’s degree

Finance/Accounting related field

Tools

Billing systems

ERP platforms

Financial reporting tools

Job description

Introduction

At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence. Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose.

How you'll make an impact

We are seeking a highly skilled and motivated individual to join the Gallagher Bassett Core Standard Billing team. The Billing Analyst will report to the Billing Director and play a key role in supporting billing operations related to standard billing arrangements and automated processes. The responsibilities outlined below reflect this role’s emphasis on analytical support, cross‑functional coordination, and continuous improvement within a growing and evolving billing environment. The Gallagher Bassett Billing team is responsible for delivering accurate, reliable, and efficient billing solutions that support organizational performance and a strong client experience.

The team is structured into three primary areas—Core Standard, Core Non‑Standard, and Ancillary & Support—which together provide comprehensive coverage across routine billing activities, complex and customized billing scenarios, and specialized functions that enable and sustain billing operations.

Success in this role is grounded in close collaboration with key partners, including other Finance teams, Client Services, and IT. Through strong cross‑functional partnerships, thoughtful use of technology, and streamlined processes, the Gallagher Bassett Billing team drives operational excellence, scalability, and continuous improvement. This integrated approach supports sustainable growth and ensures consistent, high‑quality outcomes that deliver lasting value to both clients and internal stakeholders.

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 that support standard and automated billing processes.
• Perform reconciliations and analysis between automated billing results and source data, investigating discrepancies and escalating complex issues appropriately.
• Support issue resolution related to standard and automated billing by researching root causes, documenting findings, and recommending corrective actions.
• Participate in initiatives to migrate contracts from manual or semi‑manual billing to automated billing.
• Review billing requirements to determine automation eligibility, identifying 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 prior to production.
• Maintain and update billing documentation and SOPs, particularly for standardized and automated processes, ensuring clarity and repeatability.
• Collaborate with Finance, Client Services, and IT to support ongoing billing enhancements, client changes, and process improvements.
• Contribute to continuous improvement efforts by identifying opportunities to increase automation, reduce manual touchpoints, and improve efficiency and accuracy.
• Support monthly and other recurring billing cycles, meeting required deadlines while maintaining high quality and attention to detail.

About You

Required:

• Requires bachelor's degree and 3 years related experience.
• Strong PC and Microsoft application skills.
• Excel expertise required (pivots, V-lookups, macros).

Preferred:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required
• 1-3 years related experience required
• Proficient in Excel with a practical understanding of formulas, pivot tables, lookup functions, data validation, reconciliations, and data analysis
• Experience in the Insurance Industry and/or with Third Party Service Administrators a plus
• Experience working with billing systems, financial reporting tools, or ERP platforms, with the ability to adapt quickly to new systems and processes a plus
• Strong critical thinking and problem‑solving skills, with the ability to evaluate billing issues, identify root causes, and recommend practical, scalable solutions.
• Strong written and verbal communication skills, including the ability to document processes, explain complex issues, and contribute to clear SOPs and reporting.
• High attention to detail and commitment to accuracy, balanced with the ability to meet deadlines in a dynamic, fast‑paced environment.
• Demonstrated ownership mindset and accountability, taking initiative to see work through from analysis to resolution.
• Commitment to continuous improvement, with openness to change, learning, and process optimization.

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Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself.For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)