We are Hiring a Senior Financial Analyst for our Gallagher Bassett Specialty Billing Team!
Essential Duties & Responsibilities:
- Reports financial status by preparing and analyzing financial plans, forecasts, and reports.
- Provide support to business, through information analyses (e.g. current processes, actual performance vs. budget and prior year, budget, etc.), preparation of operational data/analyses for publication to various constituents throughout company (Management, Sales, Product Management, Operations, etc.) who rely on/benefit from the information to make informed business decisions.
- Tracks financial status by monitoring variances from plan.
- Determines financial status by comparing and analyzing plans and forecasts with actual results. Improves financial status by analyzing results and variances; identifying trends; recommending actions.
- Creates financial decision support for Financial Planning & Analysis.
- Reconciles transactions by comparing and correcting data. Increases productivity by developing automated applications; eliminating duplications; coordinating information requirements.
- Provides information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Accomplishes finance and organization mission by completing related results as needed.
- Including but not limited to revenue, margin, expense analysis and unit costing.
- Primary responsibilities will include assisting Financial Planning & Analysis team in the Monthly Operations Review, identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting, and periodic analysis of operations performance.
- Knowledge of generally accepted accounting principles and procedures.
- Collaborate with business partners to deliver accurate and timely results, including relevant variance explanations.
Additional Considerations:
Acquire knowledge of Billing team functions/procedures, including but not limited to:
- Client account analysis/reconciliation
- Client/carrier invoice preparation
- Review of Cost & Terms to ensure contracts are properly set-up in GB systems
- Demonstrated ability to independently (and with managerial guidance) work with clients, account managers and others to facilitate timely issue resolution
- Demonstrated ability to independently (and with managerial guidance) handle calls/correspondence within 24 hours, while providing exceptional customer service
- Demonstrated flexibility while operating in a highly professional manner
- Acquire an understanding/ability to utilize Gallagher Bassett’s claim system and on-line banking portals
- Demonstrated problem solving skills, accounting principles knowledge, documentation skills, research/resolution skills and data analysis
- Collect, organize and analyze financial information
Required:
- Bachelor’s degree and 4 years related experience required.
- Strong excel and financial management software skills are essential.
Desired:
- Access and Sequel preferred
- Cognos and JDEdwards preferred
- General Ledger knowledge preferred
- Prefer degree in Accounting or Finance
- CPA, CMA or CFA preferred
- Acquire knowledge of insurance industry
- Acquire knowledge of proprietary systems/processes
Work Traits:
- Highly motivated with the ability to work on a team as well as independently and drive results.
- Comfortable in an environment with changing priorities, and competing demands for time.
- Highly motivated with ability to drive results. Ability to work extended hours as required.
- Results oriented
- Accountable
- Accurate, detail orientated
- Problem solver
- Continuous improvement mindset
- Excellent customer service and interpersonal communication skills
- Strong computer skills including Microsoft Office suite (mainly Excel)
- Technical expertise
- Ability to execute and present analysis independently and with managerial guidance
- Good business acumen
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