Senior Acquisition Process Integration Analyst

Gallagher; Rolling Meadows (IL); On-site; USD 94,000 - 183,500; Full time

Benefits offered by this job

Medical/dental/vision plans

401(K) and Roth options

Educational expense reimbursement

Flexible work hours

Paid parental leave

Job summary

A global insurance and consulting firm is seeking a Senior Acquisition Process Integration Analyst to manage the integration of transactional accounting functions. This role requires a Bachelor's Degree in Accounting or Finance, with 7 years of relevant experience. The ideal candidate will have strong Excel skills and be capable of leading project initiatives. A competitive compensation package includes benefits like medical plans and educational reimbursements.

Qualifications

• 7 years of accounting project experience in finance or related field is required.
• Ability to travel 10% to 35% is necessary.
• Proficiency in Microsoft Excel and Word is mandatory.

Responsibilities

• Develop comprehensive integration plans for transactional accounting functions.
• Conduct financial analyses to evaluate integration impacts.
• Manage integration of special handling processes for cash applications.
• Lead the integration of cash application processes.
• Streamline payables for premium payments and claims settlements.
• Ensure accuracy and timeliness of invoicing and payments.
• Act as liaison between multiple teams for integration projects.
• Provide training and support to teams on new processes.

Skills

Microsoft Excel

Microsoft Word

Analytical skills

Project management

Stakeholder engagement

Education

Bachelor’s Degree in Accounting or Finance

Tools

Accounting software

Job description

Overview

Senior Acquisition Process Integration Analyst – Gallagher. Base pay range information is provided: $94,000.00/yr - $183,500.00/yr. Direct messaging the job poster may be available on some platforms. Introduction: Welcome to Gallagher - a global leader in insurance, risk management, and consulting services. Gallagher empowers businesses, communities, and individuals to thrive, offering opportunities across brokerage, benefits and HR consulting, and corporate teams.

How You'll Make An Impact

As the Senior Analyst of Transactional Accounting Process Integration at Gallagher, you will drive the seamless integration of transactional accounting functions including banking, cash application, special handling, payables (premium, broker, SLT), premium billing, and direct bill commission processing. This role blends transactional accounting expertise, insurance industry knowledge, and project management to enable operational excellence and sustainable growth through effective integration across the organization.

Key Responsibilities

• Integration Planning and Strategy: Develop comprehensive integration plans for transactional accounting functions aligned with strategic objectives and operational requirements. Collaborate with cross-functional teams to define milestones, timelines, and resource needs.
• Financial Impact Assessment: Conduct detailed financial analyses to evaluate the impact of integration activities on banking, cash application, special handling, premium billing, and commission billing processes. Partner with NAC teams (Accounts Receivable, Billing, Accounts Payable, Senior Leadership Team) to ensure a smooth transition with proper controls.
• Special Handling: Manage integration of special handling processes for cash applications, direct bill commission posting, premium, broker commission, and SLT payables. Ensure compliance with Corporate Finance Policy and industry standards with robust controls and reporting to mitigate fraud risks.
• Cash Application and Reconciliation: Lead the integration of cash application processes, document special handling procedures, and prepare the Accounts Receivable team. Develop automated cash reconciliation procedures to improve efficiency and accuracy.
• Payables Management for Premiums, Commissions, and Claims: Streamline payables for premium payments, commissions, and claims settlements. Optimize carrier relationships and payment terms; develop standardized workflows and approvals for transparency and control.
• Premium Billing and Direct Bill Commission Billing: Oversee integration of premium billing and direct bill commissioning processes; ensure accuracy and timeliness of invoicing and payments. Reconcile premium accounts and commission statements with carriers and brokers; resolve discrepancies and ensure contractual compliance.
• Stakeholder Engagement and Communication: Act as liaison between accounting teams, business units, carriers, brokers, and external partners; communicate objectives, progress, and risks to stakeholders.
• Change Management and Training: Develop change management strategies; provide training and support to transactional teams on new processes, systems, and controls.

About You

Required:

• Bachelor’s Degree in Accounting or Finance and 7 years of accounting project experience.
• 10% - 35% travel required.
• Proficient in Microsoft Excel and Word.
• Requires specialized depth and/or breadth of expertise.

Preferred:

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field; CPA or equivalent certification preferred.
• Minimum of 7 years of experience in transactional accounting roles within the insurance brokerage or financial services industry, focusing on premium & broker payables and commission processing.
• Comprehensive knowledge of insurance accounting principles, regulatory requirements, and industry best practices.
• Proven track record of leading successful integration projects with strong project and change management skills.
• Exceptional analytical and problem-solving abilities; excellent communication and stakeholder engagement skills.
• Ability to work independently and within a team; strong organizational and time management skills.
• Willingness to travel as needed to acquisition partners and corporate headquarters.
• Proficiency in accounting software and Microsoft Office applications.

Compensation And Benefits

Gallagher offers a competitive compensation package. The base salary range represents the anticipated low and high ends for this position; actual compensation is influenced by factors including experience, education, geography, scope, skill set, and hours. In addition to salary, Gallagher provides a range of benefits.

• Medical/dental/vision plans, starting from day one.
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program for wellbeing
• Charitable matching gift program

Equality And Inclusion

Gallagher is committed to equal employment opportunity and maintaining an inclusive environment for all employees and applicants. Details on eligibility and diversity initiatives are available upon request.

Additional

Seniority level: Not Applicable. Employment type: Full-time. Job function: Information Technology. Industry: Insurance.