M&A Accountant

Arthur J. Gallagher & Co. (AJG); Rolling Meadows (IL); Remote; USD 70,000 - 95,000; Full time

Job summary

Join a dynamic team at a leading specialty insurance brokerage firm as an M&A Financial Analyst! This role offers the opportunity to manage profit share and override accruals while collaborating with cross-functional teams. You will play a vital role in budgeting, financial analysis, and compliance, all within a supportive and innovative environment. With a focus on teamwork and creativity, you will have the chance to make a significant impact on financial reporting and operational improvements. If you are detail-oriented and passionate about finance, this is the perfect opportunity to unleash your potential and grow your career.

Benefits

Medical/dental/vision plans

Life and accident insurance

401(K) and Roth options

Tax-advantaged accounts (HSA, FSA)

Educational expense reimbursement

Paid parental leave

Digital mental health services

Flexible work hours

Training programs

Charitable matching gift program

Qualifications

• 7+ years of accounting experience with a focus on mergers and acquisitions.
• Proficient in Excel for data analysis and reporting.

Responsibilities

• Manage profit share and override accruals by analyzing trends.
• Assist with budgeting and provide summary analysis for financial planning.

Skills

Accounting

Financial Analysis

Excel

Communication Skills

Attention to Detail

Education

Bachelor’s Degree in Accounting

Tools

Excel

Job description

Introduction

At Risk Placement Services, we're more than just a team – we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and every individual's contribution matters. Step into a world of excitement and innovation as we work with top-rated carriers to design robust coverage for our clients. Unleash your potential and join our spirited team, where you'll have the freedom to explore and the support to grow.

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

Risk Placement Services, Inc. is one of the nation’s largest specialty wholesale insurance brokerage firms. We work with top-rated carriers to design robust coverage for our clients. Our employees are fueled by a culture built around teamwork, creativity and responsiveness.

Specialties of RPS:

Wholesale Broker and Managing General Agent, Casualty, Property, Analytics, Healthcare, Workers Compensation, Transportation, Executive Lines, Technology & Cyber, Public Entity, Personal Lines.

Position Summary:

We are seeking a detail-oriented and analytical M&A Financial Analyst to join our team. The successful candidate will be responsible for managing profit share and override accruals for RPS by analyzing trends and corresponding with internal and external resources. This role will also assist with budgeting for profit share and overrides, provide summary analysis for the Financial Planning and Analysis team, and assist with balance sheet reconciliations for acquired entities as well as profit share and override balance sheet accounts.

Position Details:

• Pay: Starting at $70K/yr
• Hours: M-F 8am-5pm in either in PST or CST time zones
• Fully Remote Position

How you'll make an impact

Essential Duties and Responsibilities:

• Manage profit share and override accruals for RPS by analyzing trends and corresponding with internal and external resources.
• Assist with budgeting for profit share and overrides.
• Provide summary analysis for the Financial Planning and Analysis team.
• Assist with balance sheet reconciliations for acquired entities as well as Profit Share and override balance sheet accounts.
• Collaborate with cross-functional teams to ensure accurate financial reporting and compliance.
• Support the integration of financial systems and processes for acquired entities.
• Conduct financial analysis to identify trends, variances, and opportunities for improvement.
• Prepare and present financial reports to management and stakeholders.
• Keep up to date with the Arthur J. Gallagher & Co (AJG) Financial Policy Manual (FPM) to ensure acquired entities are in compliance with policies and procedures therein.
• Identify areas for cost reductions and operational improvements.
• Clearly and consistently communicate progress on accruals with senior leadership team.
• Assume and improve accounting processes for overrides due to clients as well as contingent commissions due from markets.

About You

Required:

• Bachelor’s Degree in Accounting or related discipline required with a minimum of 7 years of accounting experience with progressive responsibility in accounting and integration of mergers and acquisitions.
• Intermediate Excel skills, including the ability to use functions, pivot tables, and data analysis tools.
• Strong attention to detail and organizational skills.
• Mastery of generally accepted accounting principles and procedures.
• Excellent communication skills, both written and verbal.

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

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.