51747 Requisition #
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Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

Position Summary:


Essential Duties and Responsibilities:

  • Incumbent has overall responsibility for clients accounts related to service fees and/or loss funds including calculation of amounts due in accordance with final contract terms.
  • Analyst will work closely with Account Management and Sales departments.
  • Will also provide review of invoices produced by the Billing Specialists.
  • Develops effective working relationships with Pricing, Sales, Account Management, Collections, Claims areas and banking partners, as necessary.
  • Primary responsibilities will include calculation of amounts due from clients using data from multiple systems based on contract terms and product/services client has purchased.
  • Research complex billing questions from Account Management, Client and/or Senior Management.
  • Tracks financial status by monitoring variances from projected or prior revenues of client.
  • Reconciles transactions by comparing and correcting data. Increases productivity by developing automated applications; eliminating duplications; coordinating information requirements.
  • Continuously looking for ways to improve and implement efficiencies in overall process.
  • 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.
  • Knowledge of generally accepted accounting principles and procedures.
  • Collaborate with business partners to deliver accurate and timely results.
  • Assume other responsibilities and project activity as assigned.


  • Requires bachelor's degree and 3 or more years of related experience.
  • Strong PC and Microsoft application skills. Excel expertise required (pivots, V-lookups, macros).


  • Degree in Accounting or Finance preferred.
  • CPA, CMA or CFA designation also preferred. Access and Sequel experience preferred.
  • Experience working in insurance, particularly in a claims organization a plus.
  • Cognos and JD Edwards GL knowledge preferred.

Work Traits:

  • Reporting Skills, Informing Others, Financial Skills, Forecasting, Corporate Finance, Financial Diagnosis, Financial Software, Analyzing Information, Statistical Analysis, Process Improvement, Financial Planning and Strategy.
  • Excellent communication skills both verbal and written. Ability to handle multiple tasks while maintaining a very high level of accuracy.

U.S. Eligibility Requirements:

  • Interested candidates must submit an application and resume/CV online to be considered
  • Must be 18 years of age or older
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation
  • Must have unrestricted work authorization to work in the United States.  For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization
  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.  


Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic.‚Äč 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.