Director, Client Accounting & Finance

Gallagher; San Diego (CA); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Benefits programs

Career development

People-first culture

Global reach, local impact

Job summary

Gallagher invites an experienced Director, Client Accounting & Finance to oversee the General Accounting and Financial Reporting functions for the firm and its trust clients in the U.S. This role emphasizes internal controls, staff supervision, and adherence to accounting standards across financial activities.

You will lead month-end close, intercompany processes, and accounting system design, collaborating with leadership to drive process improvements and SOPs.

Qualifications

• Bachelor's degree in accounting, finance or business required.
• 7+ years of related experience in accounting and finance.
• Ability to translate financial concepts and communicate clearly.
• Strong technical skills and proficiency in Microsoft Office.
• Expert proficiency in Excel and QuickBooks required.
• Excellent analytical, leadership and communication skills.

Responsibilities

• Oversee general accounting and financial reporting functions.
• Ensure internal controls and compliance with policies and standards.
• Lead staffing decisions, performance reviews, and coaching.
• Manage full cycle accounting and financial planning activities.
• Prepare analyses for audits and leadership presentations.

Skills

Leadership

Financial analysis

Communication

Team management

Education

Bachelor's degree in accounting, Finance or Business

Tools

Excel

QuickBooks

Microsoft Dynamics/MS365

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

Risk Program Administrators (RPA) is a division of Gallagher providing a full -spectrum of risk management consulting services to public, private, and nonprofit entities across the United States. Though we pride ourselves on being able to tackle virtually anything in the risk management space, our core services include: self-insured program administration; alternative risk financing analysis; third-party vendor management; loss control and prevention; claims administration and insurance coverage review. We are now hiring for a Director, Client Accounting & Finance to join our team!

How You'll Make An Impact

The Director, Client Accounting & Finance is responsible for overseeing the General Accounting and Financial Reporting functions for the organization as well as for the Firm’s trust clients. The department is responsible for the implementation and maintenance of internal controls that ensure company and client assets are safeguarded and that all financial reporting is prepared in compliance with financial policies and accounting standards. This position is also responsible for supervising staff, including involvement in hiring decisions, performance evaluation, and discipline, as well as scheduling, and directing their work.

Responsibilities include the following:

• Externally facing, client fulfillment role primarily focused on guiding senior management and other key client personnel in making educated economic decisions and ensuring client assets are safeguarded.
• Concentrated on implementation and maintenance of internal controls and compliance of all financial reporting with policies and accounting standards.
• Key responsibilities include:
  • Managing financial operational and reporting activities, not limited to, accounting, financial reporting, financial planning and budgeting;
  • Providing economic, strategic, and operational planning information and analysis; and Organizing work relating to internal and external audits.
• May oversee disbursement activities, account receivables, and participate in a variety of special projects and reports.
• Directs function through subordinate management roles; accountable for leading team.
• Oversees the general accounting function, which includes intercompany accounting, cash management/reconciliation, financial reporting
• Accounting system design, development and implementation
• Accounting procedures / policy development, implementation and compliance
• Coaching, training and developing a team
• Full cycle accounting management
• Leading process improvements and creating SOPs
• Creating and leading presentations for leadership and BOD's
• Other duties as assigned.

About You

Required:

• Bachelor's degree in accounting, Finance or Business.
• 7 years related experience required.
• Ability to translate financial concepts.
• Strong technical skills.
• Proficiency in Microsoft Office.
• Expert proficiency in Excel and QuickBooks.
• Strong communication and leadership skills.
• Excellent analytical skills.

Preferred:

• Public Accounting experience highly preferred.
• Master's degree desirable.
• Cooperative attitude and ability to work both individually and in a team.
• Patience, resiliency and tolerant of stressful situations.
• Focus and attention to detail, ability to multitask.
• Strong organizational skills.
• Experience managing full cycle accounting department
• Experience with new accounting system evaluation/integration a plus
• Experience working with/reviewing tax returns a plus
• Experience with Microsoft Dynamics/MS365 preferred
• Active CPA license in the state of CA preferred
• Ability to thrive in a fast paced, dynamic environment

Compensation And Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)