Project Manager, Accounting

Gallagher; Glasgow; On-site; GBP 45,000 - 70,000; Full time

Job summary

Join Gallagher's global brokerage as an Accounting Project and Integration Manager, where you will lead due diligence and integration efforts for acquisitions. You'll collaborate across functions to enhance processes and controls in client money management. This role requires strong technical accounting skills and offers a competitive salary and benefits for a motivated individual.

Benefits

Minimum of 25 days holiday

Defined contribution pension scheme

Life insurance of 4x annual salary

Income protection

Health cash plan or Private medical insurance

Three fully paid volunteering days

Employee Stock Purchase plan

Discounted gym membership

Qualifications

• Qualified accountant (ACCA/CA/CIMA).
• Experience in financial services management insurance is beneficial.
• Organized and dedicated with excellent attention to detail.

Responsibilities

• Conduct due diligence and oversee integration of client money and new systems.
• Prepare Client Money Due Diligence reports and conduct gap analyses.
• Lead the CASS audits and collaborate with internal and external auditors.

Skills

Strong technical accounting skills

Deep knowledge of Microsoft Excel

Attention to detail

Communication skills

Ability to work to deadlines

Education

ACCA/CA/CIMA qualified accountant

Job description

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

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.

Overview

The Accounting Project and Integration Manager is a newly created position within the team, driven by the pipeline of acquisitions. You will conduct due diligence, establish rapport with the new acquisitions, and supervise the integration of client money and new systems. Your expertise will ensure detailed transitions and successful integrations, contributing to the growth and success of our organisation. As a senior member of the team, you will also be expected to assist with other tasks within the wider team as needed.

Additionally, you will collaborate with other business functions to identify robust solutions for remediating any rule breaches raised by auditors or business partners. Working with these functions to implement process and control improvements, as well as providing audit evidence for the CASS audits of acquisitions, will be an ongoing aspect of the role.

How you'll make an impact

• Preparation of Client Money Due Diligence report to submit for review to Head of Accounting Integration & Projects & Chief Accounting Officer
• Preparing agendas for calls with Vendor to acquire understanding of existing function and processes
• Evaluation of dataroom to acquire relevant information and identify gaps in information provided
• Conduct a gap analysis of the acquired firm’s client money controls. Conduct reviews to ensure all balances are adequately supported
• Raise any issues discovered through the DD period. Attend and present at weekly DD project calls regarding status of report and any issues noted
• Review documents circulated by other project workstreams (e.g., Legal) to ensure no risks to Accounting workstream and provide feedback as necessary
• Work with the wider client money team and newly acquired finance team to ensure the client money processes are passed across effectively
• Work with the runoff team and the newly acquired finance team to ensure the balances are run down in a timely manner and in compliance with CASS rules
• Update the Senior Client Money Manager on the status of the Project Plans on a weekly basis so issues can be escalated in a timely manner
• Lead the CASS audits for the acquired company
• Assist with any ad hoc queries. Be a subject matter authority within the team, taking care of complex issues and delivering solutions. Ensure we have complete and accurate records of the calculations processed to ensure compliance with local regulations.
• Keep up to date with business changes that will impact the calculations by liaising with internal teams
• Liaise with Internal and External Audit teams
• Establish effective working relationships with key internal and external stakeholders
• Actively support the development and maintenance of robust systems for Client Money control within Finance. Support the Client Money team in the automation of processes as part of continuous improvement projects within the team
• Maintain awareness of responsibilities under FCA and ensure all business is conducted in accordance with these requirements
• Point of contact for the business for client money related queries
• Be involved with ad-hoc projects

About You

• An ACCA/CA/CIMA qualified accountant
• Strong technical accounting skills are needed
• Deep knowledge of Microsoft Excel
• Experience working in Financial Services management insurance would be especially useful
• Flexible, happy to deal with multiple tasks and environments within our international organisation
• Highly organised and dedicated with excellent attention to detail, strong communication skills in all formats
• Happy to work independently and also perform as part of an effective team
• With superb focus, always seeking opportunities to challenge yourself and others around you
• Ability to work to deadlines
• Takes initiative with a ‘can do’ approach
• Eligible to work in the UK

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:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
• Defined contribution pension scheme, which Gallagher will also contribute to
• Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
• Income protection, we’ll cover up to 50% of your annual income, with options to top up
• Health cash plan or Private medical insurance

Other benefits include:

• Three fully paid volunteering days per year
• Employee Stock Purchase plan, offering company shares at a discount
• Share incentive plan, HMRC approved, tax effective, stock purchase plan
• Critical illness cover
• Discounted gym membership, with over 3,000 gyms nationally
• Season ticket loan
• Access to a discounted voucher portal to save money on your weekly shop or next big purchase
• Emergency back-up family care
• And many more…

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. 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 is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

Should you require reasonable adjustments to your application, please get in touch with [e-mail]. If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

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.