Senior FP&A Analyst - Flexible Hours & Strategic Insights

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

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.