Senior Accountant - Acquisitions

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 directly supports the successful integration of new acquisitions with respect to the accounting and financial reporting. Work with the new merger partner to gain an understanding of their general ledger accounting processes. Prepare integration entries of the merger partner's month-end 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 is responsible for their delivery of accurate, timely and efficient work-product coupled with strong customer service.

Essential Functions:

• Consolidate the financial results of all new acquisitions within the timeframes and compliance requirements of AJG policies and procedures.
  • Prepare opening Balance Sheet schedules and deliverables to establish acquired balances. Prepare mapping of agency management system trial balance to JDE accounts.
  • Complete the agency system month-end close processes for all acquisitions. Ensure all month-end agency system reports are obtained and reviewed.
  • Record and review month-end close journal entries posted in JD Edwards General Ledger in accordance with the closing deadlines.
  • Prepare and review all Balance Sheet account reconciliations including bank reconciliations and Due to/from or Cash Flow statements. Ensure reconciliations are prepared according to AJG Policies with timely resolution of reconciling items.
  • Maintain communication with acquisition partners, finance on month-end close deadlines and deliverables.
  • Prepare working capital true-up schedules and opening balance sheet adjustments as required per deal terms.
  • Prepare Fixed Asset templates and reconciliations to migrate to JDE FA system.
  • Partner with the Global SOX team and internal/external audits on acquisition testing.
  • Track finance policy integration compliance dates for acquisitions to ensure all tasks are completed within policy.
  • Coordinate the migration of month-end journal entries and account reconciliations for the new acquisition to the accounting center for converted branches.
• Provide direct support including projects to the Accounting Center of Excellence.

Other Functions:

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

About You

Required:

• Bachelor's degree (Accounting, Finance, or Business Administration) and 5 years of related experience required.
• Requires broad knowledge of accounting practices/principles and preparation of strategic recommendations to management.
• Proficiency in Excel.

Preferred:

• CPA preferred.
• Minimum 4 years of Financial Accounting experience or Public Accounting.
• Commitment to performing all tasks in accordance with Sarbanes-Oxley and AJG policies.
• Demonstrated proficiency with Microsoft suite of products; Advanced level skills in Excel
• Ability to learn and become proficient in various Insurance Agency Management Systems.

Competencies (Skills & Abilities):

• Excellent verbal, written, computer, financial data, internal consulting, and customer-focused communication and presentation skills.
• Strong organizational skills and sense of urgency with proven ability to follow through on multiple tasks and priorities.
• Demonstrated knowledge of accounting standards, account reconciliations, and month end close processes.
• Ability to multitask, prioritize and work independently with precise detail and follow-up reporting.
• Demonstrated customer service focus and ability to interact effectively with all levels of management.
• Strong teamwork orientation: willingness to help larger team meet goals and responsibilities.
• Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment.

Working Conditions:

• 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.