Lead Financial Control Analyst

Introduction

Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

The GB Finance Controls Team, a vital component of the Finance department reporting to the Chief Financial Officer (CFO), is seeking a dynamic and adaptable professional to join our team. Our team is structured around three core pillars: GB Controls, Client Controls, and Finance Systems Projects and Transformation. The GB Controls pillar focuses on ensuring compliance with the Sarbanes-Oxley Act (SOX) and the Financial Policy Manual, auditing financial and operational controls, and optimizing revenue processes. The Client Controls pillar is responsible for maintaining SOC compliance and managing the internal fraud program, safeguarding of client-related financial activities. The Finance Systems Projects and Transformation pillar drives the evolution and enhancement of finance systems, leading projects that transform and modernize financial operations.

Our team collaborates extensively with other areas within GB Finance and works cross-functionally with departments such as Claims Operations, Client Services, IT, and Legal. We present findings and strategic recommendations to senior and executive leadership, playing a crucial role in driving informed decision-making and fostering organizational improvements. Join us in strengthening the overall control environment and ensuring robust financial governance and operational excellence.

We are seeking a highly skilled and motivated Lead Financial Control Analyst to join the GB Controls pillar of the GB Finance Controls team, reporting to the AVP - GB Controls & Revenue Optimization. The successful candidate will play a pivotal role in creating and implementing an internal financial and operational control testing structure including supervising routine testing performed by the Global Center of Excellence (GCoE). This position will also oversee the SOX compliance program acting as the main point of contact for internal and external auditors, own the GB Quarterly Certification process and ensure GB’s compliance with the Corporate Financial Policy Manual.

• Drive the creation and implementation of an internal financial and operational control testing structure including planning and scoping, process walkthroughs, control identification, test design, execution of testing, reporting results to leadership, and control deficiency remediation
• Support completion of financial and operational risk assessments
• Analyze financial and operational processes to identify control weaknesses
• Assist with design and implementation of appropriate controls to strengthen the control environment and mitigate risk
• Actively participate in the creation and updating of divisional control policies and procedures
• Own the GB Quarterly Certification process
• Act as the main point of contact for internal and external audits
• Support the promotion and education of the importance of internal controls with cross functional partners

• Bachelor's degree (Accounting/Finance) and 5 years related experience required
• Solid understanding of internal controls
• Strong written and verbal communication skills required
• Intermediate desktop skills (Microsoft Word, Excel, and PowerPoint)
• Experience with process flows and process narrative documentation
• Ability to compile and analyze complex data

Preferred:

• SOX compliance, SOC reporting, Enterprise Risk Management, and COSO Framework experience desire
• Professional certifications (e.g., CPA, CIA, CISA) a plus
• Experience with fraud controls and fraud risk assessments
• Experience in the Insurance Industry and/or with Third Party Service Administrators
• Supervisory experience 
• 3+ yrs of experience preferred

Behaviors:

• Detail-oriented problem solver with proven ability to evaluate processes, controls and issues to determine the risks
• Proven ability to facilitate discussions with Division Leaders and bring closure to control issues
• High ethical standards.

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...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

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 (herein referred to as “protected characteristics”) 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.