Senior Financial Analyst

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 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. #LI-KK3 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)