Financial Systems Manager

Gallagher; Rolling Meadows (IL); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative, people-first culture

Global reach with local impact

Job summary

Gallagher in Rolling Meadows, IL is seeking a senior Finance Systems Manager to oversee agency and financial systems including Epic, Concur and JDE. You will manage testing, integration, conversions, support, and reporting across finance platforms, coordinating with Applied Systems and the merger integration team.

The role requires a Bachelor's in Accounting/Finance, 8+ years general accounting (6+ in insurance brokerage accounting), strong GAAP knowledge, and advanced Excel skills; supervisory

Qualifications

• Bachelor's degree (Accounting/Finance) required.
• 8+ years general accounting or 6+ years insurance brokerage accounting experience.
• Strong GAAP knowledge and Microsoft Excel skills.
• 6+ years supervisory experience preferred.

Responsibilities

• Oversee agency and financial systems (Epic, Concur, JDE) including testing, integration, conversion, support, and reporting.
• Serve as liaison to Applied Systems and other vendors for finance/accounting aspects and reporting.
• Coordinate conversion activities with merger/integration teams and drive process improvements.
• Manage staff with goal-setting and accountability to achieve department objectives.

Skills

GAAP knowledge

Excel proficiency

Analytical thinking

Leadership

Education

Bachelor's degree in Accounting/Finance

Tools

Epic

Concur

JDE

Job description

Introduction

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

How You'll Make An Impact

This position is responsible for managing agency and financial systems including Epic, Concur, JDE, etc. and related reporting tools. Key responsibilities include managing all testing, integration, conversion, support and reporting of financial systems. This role will also serve as key liaison to Applied Systems and other vendors for all finance and accounting aspects including product design, reporting and production support. Other essential functions include managing all system processes including production support for accounting issues and follow-up/tracking with Applied Systems, gathering/documenting reporting requirements based upon agency management system data and related systems, and proactively lead and coordinate tasks for conversions with the merger and acquisition integration team. Manages staff, providing direction, setting goals, and ensuring that overall department goals are attained.

About You

Required: Bachelor's degree (Accounting/Finance); Minimum of 8 years general accounting experience and/or minimum 6 years of insurance brokerage accounting experience required. Strong accounting process knowledge and understanding of G.A.A.P. Excellent Microsoft Excel Skills including advanced formula usage. Preferred: Minimum 6 years supervisory experience preferred. Exceptionally strong analytical and problem solving skills. Behaviors: Ability to motivate, influence and lead others, Self-direction and inner drive to achieve timely and accurate results, and Demonstrated customer service focus.

Compensation And Benefits

• 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)