Senior Financial Analyst

Gallagher; Chicago (IL); Hybrid; Confidential; Full time

Benefits offered by this job

Competitive pay

Benefits package

Career development

People-first culture

Global/local impact

Job summary

Gallagher Bassett is seeking a Senior Financial Analyst to join the FP&A team in Rolling Meadows, IL. You will own reporting on claim volume, revenue, headcount, and expenses, and build robust financial models to drive strategic decisions.

You should have a solid FP&A background, advanced Excel skills, and experience with data visualization tools like Tableau or Power BI. CMA/CFA preferred; bachelor's in accounting/finance required.

Qualifications

• Bachelor's degree in Accounting or Finance required; CMA/CFA preferred.
• 3+ years of FP&A experience preferred; advanced Excel and financial modeling experience.

Responsibilities

• Compiles and analyzes financial information for an organization.
• Develops integrated revenue/expense analyses, projections, reports, and presentations.
• Creates monthly, quarterly, and annual reports and ensures financial information is recorded accurately.
• Identifies trends and developments in competitive environments and presents findings to senior management.
• Performs financial forecasting and reconciliation of internal accounts.
• Leads and directs the work of others and may manage/coordinate the work of more junior staff.

Skills

Excel

Financial modeling

Tableau

Power BI

Forecasting

FP&A experience

Education

Bachelor's degree in Accounting or Finance

CMA or CFA preferred

Tools

Tableau

Power BI

Excel

Job description

Rolling Meadows, Illinois - Finance - 56111 - $65,500 - $127,500 - Partially Scheduled in the Office

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 hiring a Senior Financial Analyst for our Gallagher Bassett Financial Planning & Analysis Team! This individual will take ownership of reporting and operations for claim volume, revenue, headcount and associated expenses. The ideal candidate will bring a robust background in Financial Planning and Analysis (FP&A), including expertise in detailed analyses, financial modeling, and process improvements. This role presents an exciting opportunity to join a dynamic and supportive team, making a significant impact through strategic insights and operational excellence.

Responsibilities

• Compiles and analyzes financial information for an organization.
• Develops integrated revenue/expense analyses, projections, reports, and presentations.
• Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
• Identifies trends and developments in competitive environments and presents findings to senior management.
• Performs financial forecasting and reconciliation of internal accounts.
• Leads and directs the work of others and may manage/coordinate the work of more junior staff.

About You

Required

• Bachelor's degree and 4 years related experience required.
• Strong excel and financial management software skills are essential.

Preferred

• CMA or CFA preferred.
• Degree in Accounting or Finance: A Bachelor's degree in Accounting, Finance, or a closely related field is preferred.
• 3 years of experience in FP&A preferred.
• Advanced Excel Skills: Demonstrated expertise in Excel, including experience with financial modeling and complex data analysis.
• Experience with Data Visualization Tools: Proficiency with Tableau and/or Power BI for creating insightful reports and dashboards.
• Process Improvement Experience: Proven track record in identifying and implementing process improvements and automating workflows.
• Detailed Analytical Experience: Strong background in performing detailed financial analyses to support decision-making.
• Financial Planning & Analysis (FP&A) Experience: Relevant experience in FP&A roles, including budgeting, forecasting, and financial reporting.

Compensation and benefits

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

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)

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