Financial Analyst

Financial Analyst

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem : a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Keenan, now a part of Gallagher, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of : employee benefits, workers' compensation, loss control, financial, and property & liability. As part of Gallagher, a global leader in insurance, risk management, and consulting, you'll be joining a team that's passionate about helping individuals and organizations thrive.

We are looking for a meticulous and analytical Financial Analyst to become a part of our Finance team. This role focuses on reconciling weekly check registers and funding requests from carriers, as well as registers created from Keenan's TPA Mphasis Claims system. The ideal candidate will play a key role in ensuring accuracy, compliance, and efficiency in financial processes, while contributing to the overall financial operations of the TPA.

How you'll make an impact :

Reconciliation : Perform weekly reconciliation of carrier and TPA check registers and funding requests. Investigate and resolve discrepancies between registers and funding requests. Ensure all transactions are accurately recorded and compliant with company COE West Consolidated Billing : Manage and oversee COE West Consolidated Billing processes. Ensure timely and accurate billing for all relevant accounts. Collaborate with internal teams to address billing discrepancies and improve workflows.

Analysis and Reporting : Analyze financial data to identify trends, anomalies, and opportunities for process improvement. Prepare detailed reports summarizing reconciliation findings and present them to management. Collaborate with internal teams to provide insights and recommendations based on financial analysis.

Compliance and Documentation : Maintain accurate and organized records of reconciliations, billing, and related financial documents. Ensure compliance with regulatory requirements and internal controls. Assist in audits by providing necessary documentation and explanations.

Process Improvement : Identify inefficiencies in reconciliation and billing processes and recommend improvements. Work with cross-functional teams to implement streamlined workflows and automation tools.

Collaboration : Liaise with carriers, TPAs, and internal stakeholders to address queries and ensure smooth communication. Support other finance team members in achieving departmental goals.

Compensation : The target salary range for this position is $60,000.00 to $70,000.00 (US Dollar) annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. Remote work environment flexibility.

About You :

Required : Minimum 2 years customer service experience. Preferred : Minimum of 2-3 years of experience in financial analysis, reconciliation, or a similar role. Experience working with carriers, TPAs, and consolidated billing processes is highly desirable. Strong analytical and problem-solving skills. Proficiency in financial software and tools (e.g., Excel, ERP systems). Excellent attention to detail and organizational skills. Effective communication and interpersonal skills. Ability to work independently and collaboratively in a fast-paced environment.

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. 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 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.