Note: The job is a remote job and is open to candidates in USA. Gallagher is a global insurance brokerage company that helps clients navigate complexity and supports businesses, communities, and individuals. The Senior Acquisition Process Integration Analyst will lead the integration of transactional accounting functions, including banking, cash application, payables, premium billing, and commission processing, while assessing financial impacts and implementing controls. The role also manages stakeholder communication, change management, training, and process improvements across the organization.
Responsibilities
- Develop comprehensive integration plans for transactional accounting functions that align with the company’s strategic objectives and operational requirements
- Collaborate with cross-functional teams to define integration milestones, timelines, and resource needs
- 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 in place
- Manage the integration of special handling processes for cash applications, direct bill commission posting, premium, broker commission, & SLT payables
- Ensure compliance with Corporate Finance Policy and industry standards while implementing robust controls and reporting mechanisms to mitigate fraud risks
- Lead the integration of cash application processes, documenting special handling procedures and ensuring the Accounts Receivable team is well-prepared
- Develop automated cash reconciliation procedures to enhance efficiency and accuracy, reducing manual intervention and minimizing discrepancies
- Streamline payables management processes for premium payments, commissions, and claims settlements
- Optimize carrier relationships and payment terms while developing standardized workflows and approval processes to improve transparency and control
- Oversee the integration of premium billing and direct bill commission billing processes, ensuring accuracy and timeliness in invoicing and commission payments
- Collaborate with insurance carriers and brokers to reconcile premium accounts and commission statements, resolve discrepancies, and ensure compliance with contractual agreements
- Act as a key liaison between accounting teams, business units, insurance carriers, brokers, and external partners throughout the integration process
- Communicate integration objectives, progress updates, and potential risks to stakeholders, fostering collaboration and alignment
- Develop change management strategies to prepare NAC teams for the transition
- Provide training and support to transactional teams and operational staff on new processes, systems, and controls introduced during the integration
Skills
- 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
- Bachelor's degree in Accounting, Finance, Business Administration, or a 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, with a focus 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 management and change management expertise
- Exceptional analytical and problem-solving skills
- Excellent communication and interpersonal abilities, with the capacity to engage and influence stakeholders across all organizational levels
- Ability to work independently and collaboratively within a team environment
- Strong organizational and time management skills to prioritize tasks and meet deadlines effectively
- Willingness to travel as needed to acquisition partners and corporate headquarters
- Proficiency in accounting software and Microsoft Office applications
Benefits
- 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
- 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
- The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
Company Overview
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