Senior Acquisition and Integration Specialist

Introduction

Welcome to Gallagher - a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it's with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself.

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.

How you'll make an impact

This position is responsible for leading the successful integration of new acquisitions with respect to the accounting functions. Work with the new merger partner to gain an understanding of their current systems and processes. Lead the integration of the merger partner's accounting functions into the accounting center. Communicate and educate the merger partner staff regarding the requirements of the applicable AJG policies and processes. This position partners with various teams to ensure accurate, timely and efficient work-product coupled with strong customer service.

Essential Functions

• Lead the efforts to welcome and successfully integrate all new acquisition partners into the various AJG and National Accounting Center functions and within the time-frames and compliance requirements of AJG policies and procedures.
  • Review Due Diligence Reports and work with various teams to outline and determine the top pre and post-close priorities. Partner with Operations for process changes that need to be implemented.
  • Lead weekly accounting calls with acquisition partners and finance teams to ensure integration tasks are on track.
  • Facilitate meetings and manage deliverables related to all specialized accounting and billing workflows identified in the Business Process Review meetings. Establish check points with NBC and NAC management to ensure go live readiness.
  • Host training sessions including the Finance Policy and Sarbanes-Oxley presentation.
  • Lead the acquisition partner to clean up agency management system receivables and payables per Finance Policy requirements.
  • Partner with AJG Treasury to onboard the new acquisition bank accounts to ensure timely reporting and compliance.
  • Manage acquisition bank account inventory to ensure timely closing of legacy and interim bank accounts.
  • Assist with accounting month-end close, journal entries and account reconciliations for new acquisitions.
• In conjunction with Financial Systems, ensure smooth system conversions from start to finish including verification of data integrity for acquisitions.

Other Functions

• Contribute to a cooperative team environment in which cross functions are assumed as necessary in order to meet corporate and department deadlines and goals.
• Provide training and mentorship to other team members.
• Other duties as assigned.

About You

Required:

• Bachelor's degree and 5 years related experience required.
• Overnight and/or day travel may be required up to 25% of the time.
• Exceptionally strong analytical and problem-solving skills.

Preferred:

• Bachelors Degree preferably in Accounting or Finance.
• Minimum 4 years of insurance brokerage systems experience or equivalent; experience as a Brokerage Controller or Brokerage Operations Manager or equivalent area of responsibility highly desirable.
• Experience with preparing/reviewing journal entries and financial reports.
• Project Management experience desired.
• Commitment to performing all tasks in accordance with Sarbanes-Oxley, Corporate and Department policies.
• Intermediate skills in Excel, Powerpoint and Word.
• Ability to learn and become proficient in EPIC and various Insurance Agency Management Systems.
• Strong sense of urgency and ability to prioritize issues.
• Exceptional verbal and written communication skills and ability to build and maintain strong relationships.
• Ability to motivate, influence, lead and adapt training skills to others abilities.
• Exceptionally strong analytical and problem-solving skills.
• Exceptional attention to detail, deadlines, and time management.
• Demonstrated customer service focus with a keen sense of urgency in assertively working to solve system problems.
• Strong teamwork orientation; willingness to help larger team meet goals and responsibilities.
• Ability to interact effectively with all levels of staff including Corporate Executives, Branch Management; Professional assertiveness is key to this role.
• Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment.

Working Conditions

• Overnight and/or day travel required approximately 10% of time.
• Ongoing ability and commitment to work additional hours as needed to meet individual, team and department goals including assistance to peer managers as needed.
• Ability to be flexible with non-core hours when compliance deadlines and challenges dictate the need for urgent attention.
• Ability to manage stress and peak period demands.

Compensation and benefits

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.