Revenue Analyst

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. How you'll make an impact The Revenue Analyst is responsible for analyzing client revenues and assisting with the accuracy and understanding of what is driving P&L results. This will be done by partnering with GBS Finance and Operations to deliver meaningful insights around revenue. As a part of the Finance team, you will work on special analytical projects from business or finance leadership. This role will work closely with the Senior Revenue Analyst and GBS Finance Leadership. Essential Duties and Responsibilities: Case Management Ensures all cases are setup appropriately for accurate system processing revenue Maintains renewal dates and term dates in xRM Assists Corporate M&A teams and the Senior Revenue Analyst with new acquisition partner case setup and revenue tracking Revenue Management Handles standard monthly coding sheets with defined processes Oversees output of GSC team for accuracy and timeliness of assistance in processing revenue, applying cash and processing coding sheets Reporting Reports on revenue impact of FC changes to business partners and FP&A Assists FP&A with analysis as necessary for reporting of actuals to business partners Maintains appropriate commentary in revenue system to allow audit to understand and approve forecasted revenue within regions Forecast/Budget Process & Analysis Works with business partners and FP&A to understand changes needed in FC and updates revenue system appropriately Understand trends in business, industries and clients to manage forecasting of smaller revenue clients Works with Senior Revenue Analyst to oversee output of GSC team for accuracy and timeliness of assistance in preparing Monthly FC updates and reports Oversees forecast automatically calculated by our revenue system About You Required: Bachelor's degree and 2 years related experience required. Preferred: 1-3 years related experience Strong PC and Microsoft application skills Excel expertise required (pivots, V-lookups, macros) Knowledge Skills & Abilities: Desire to create meaningful changes to improve our processes and procedures Basic understanding of IT systems and data flows/interactions between systems Basic understanding of the various practice areas their revenue recognition and forecasting Ability to form relationships and collaborate across multiple function both within finance (i.e. reporting, Fin Ops and Revenue teams) and business Analytical skills. Able to learn and understand all aspects of financial planning and analysis for an organization Ability to learn business acumen. Bring logical solutions to business issues (not just financial) #LI-TL1 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 Click Here to review our U.S. Eligibility Requirements 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. The Revenue Analyst is responsible for analyzing client revenues and assisting with the accuracy and understanding of what is driving P&L results. This will be done by partnering with GBS Finance and Operations to deliver meaningful insights around revenue. As a part of the Finance team, you will work on special analytical projects from business or finance leadership. This role will work closely with the Senior Revenue Analyst and GBS Finance Leadership. Essential Duties and Responsibilities: Case Management Ensures all cases are setup appropriately for accurate system processing revenue Maintains renewal dates and term dates in xRM Assists Corporate M&A teams and the Senior Revenue Analyst with new acquisition partner case setup and revenue tracking Revenue Management Handles standard monthly coding sheets with defined processes Oversees output of GSC team for accuracy and timeliness of assistance in processing revenue, applying cash and processing coding sheets Reporting Reports on revenue impact of FC changes to business partners and FP&A Assists FP&A with analysis as necessary for reporting of actuals to business partners Maintains appropriate commentary in revenue system to allow audit to understand and approve forecasted revenue within regions Forecast/Budget Process & Analysis Works with business partners and FP&A to understand changes needed in FC and updates revenue system appropriately Understand trends in business, industries and clients to manage forecasting of smaller revenue clients Works with Senior Revenue Analyst to oversee output of GSC team for accuracy and timeliness of assistance in preparing Monthly FC updates and reports Oversees forecast automatically calculated by our revenue system Required: Bachelor's degree and 2 years related experience required. Preferred: 1-3 years related experience Strong PC and Microsoft application skills Excel expertise required (pivots, V-lookups, macros) Knowledge Skills & Abilities: Desire to create meaningful changes to improve our processes and procedures Basic understanding of IT systems and data flows/interactions between systems Basic understanding of the various practice areas their revenue recognition and forecasting Ability to form relationships and collaborate across multiple function both within finance (i.e. reporting, Fin Ops and Revenue teams) and business Analytical skills. Able to learn and understand all aspects of financial planning and analysis for an organization Ability to learn business acumen. Bring logical solutions to business issues (not just financial) #LI-TL1