Financial Analyst

Position Overview

At Gallagher, we empower businesses to protect, grow, lead, and innovate. In partnership with GSA National—a trusted leader in designing and managing employee benefit programs for government contractors—you’ll join as a Financial Analyst responsible for preparing client invoices, vouchers, retirement funding reports, and other key client deliverables. This role is essential for ensuring data integrity, regulatory compliance, and building trusted relationships with our clients.

Key Responsibilities

• Collect, validate, and analyze client data files for processing with GSA systems while ensuring data integrity.
• Prepare client health and welfare funding invoices and verification schedules for management review.
• Reconcile client source data to final hours, contributions, and fringe benefit credits invoiced to clients.
• Apply fringe benefit reporting requirements under the Service Contract Act, Davis Bacon Act, and collective bargaining agreements using critical thinking skills.
• Perform variance analytics to identify and explain changes between accounting periods.
• Prepare client reporting deliverables including retirement funding reports.
• Clearly communicate complex fringe benefits compliance concepts to clients, vendors, carriers, and co-workers.
• Handle client inquiries with high responsiveness and professionalism.
• Assist with implementing health and welfare invoicing processes for new clients.
• Perform other duties as assigned.

Required Qualifications

• Bachelor’s degree and a minimum of 3 years of related experience.
• Strong PC and Microsoft application skills with advanced Excel expertise (pivots, V-lookups, macros).
• Experience handling sensitive and confidential compensation and financial information in line with GSA policies.

Preferred Qualifications

• Employee benefit plan audit experience is a plus.
• Government contracting industry experience is a plus.
• Detail-oriented with the ability to meet constant deadlines.
• Exceptional organizational and problem-solving skills.
• Ability to work well under pressure in a fast-paced team environment with proven multitasking, organizing, and prioritization skills.
• Strong work ethic and meticulous attention to detail.
• Excellent oral and written communication skills with the ability to present complex data in a clear and impactful manner.
• Demonstrated problem-solving, critical thinking, and analytical skills with the ability to research, follow up, and resolve complex issues.
• Highly motivated, able to work independently as well as collaboratively, and adaptable to changing priorities.

Benefits & Perks

We offer a competitive and comprehensive compensation package along with a wide range of benefits:

• Medical, dental, and vision plans starting from day one.
• Life and accident insurance.
• 401(K) and Roth options.
• Tax-advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.

• Digital mental health services (Talkspace).
• Flexible work hours (varies by office and job function).
• Training programs.
• Gallagher Thrive program – workshops and digital fitness programs for overall wellbeing.
• Charitable matching gift program.
• And more… *Applies to full-time positions; benefits for non-fulltime roles will be detailed during the selection process.