Senior Financial Analyst

Gallagher Bassett; Rolling Meadows (IL); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical/dental/vision plans

401(K) and Roth options

Tax-advantaged accounts (HSA, FSA)

Educational expense reimbursement

Paid parental leave

Digital mental health services

Flexible work hours

Training programs

Gallagher Thrive program

Job summary

Gallagher Bassett seeks a Senior Financial Analyst to own FP&A reporting for claim volume, revenue, headcount and expenses. The role emphasizes financial modeling, process improvements and strategic insights within a dynamic team.

Ideal candidates bring strong FP&A experience, advanced Excel skills, and proficiency with data visualization tools such as Tableau or Power BI. Collaboration across departments and leadership responsibilities are key aspects of this position.

Qualifications

• Bachelor's degree and 4 years related experience required.
• Strong Excel and financial management software skills are essential.
• Preferred CMA or CFA; Degree in Accounting/Finance preferred.
• 3 years FP&A experience preferred.
• Advanced Excel skills with financial modeling and complex data analysis.

Responsibilities

• Compiles and analyzes financial information for the organization.
• Develops integrated revenue/expense analyses, projections, reports, and presentations.
• Creates and analyzes 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

Advanced Excel

Financial modeling

FP&A experience

Data visualization (Tableau/Power BI)

Process improvement

Financial reporting

Leadership / team coordination

Education

Bachelor's degree in Finance/Accounting/Related field

CMA or CFA preferred

Tools

Tableau

Power BI

Job description

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

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• 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

Other benefits include

• 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
• And more...

The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.