Acquisitions & Integration Manager

📁
Finance
📅
78651 Requisition #

Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to clients around the world. 

This position has primary responsibility for leading the successful integration of new acquisitions with respect to the accounting functions. Work with the new merger partner to gain an understanding of their current systems and processes.  Lead the integration of the merger partner’s accounting functions into the accounting center. Communicate and educate the merger partner staff regarding the requirements of the applicable AJG policies and processes. This position manages a team of individuals and is responsible for their delivery of accurate, timely and efficient work-product coupled with strong customer service.

 

Essential Functions

  • Lead, coach, develop, evaluate and monitor the Acquisition Integration team members and processes.
  • Manage the efforts to welcome and successfully integrate all new acquisition partners into the various AJG and National Accounting Center functions and within the time-frames and compliance requirements of AJG policies and procedures.
    • Conduct accounting due diligence and prepare reports.  Review team due diligence reports and work with various teams to outline and determine the top pre and post-close priorities.  Partner with Operations for process changes that need to be implemented.  
    • Manage accounting communication with acquisition partners, finance and operational teams to ensure integration tasks are on track. 
    • Manage deliverables related to all specialized accounting and billing workflows identified in the Business Process Review meetings.   Establish check points with NBC and NAC management to ensure go live readiness. 
    • Host training sessions including the Finance Policy and Sarbanes-Oxley presentation. 
    • Lead the acquisition partner to clean up agency management system receivables and payables per Finance Policy requirements. 
    • Manage the migration of month-end journal entries and account reconciliations for the new acquisition to the accounting center.
    • In conjunction with Financial Systems, ensure smooth system conversions from start to finish including clean-up and verification of data integrity for acquisitions and system set up requirements. 
    • Manage post go live support for accounting processes.
  • Provide direct support including projects to the Accounting Center of Excellence.

 

Other Functions

  • Contribute to a cooperative team environment in which cross functions are assumed as necessary in order to meet department deadlines and goals.
  • Provide training and mentorship to other team members.
  • Other duties as assigned.
 
Required:
  • Bachelor's Degree preferably in Business Administration, Accounting or Finance
  • Minimum 6 years of insurance brokerage systems experience or equivalent; experience as a Brokerage Controller or Brokerage Operations Manager or equivalent area of responsibility highly desirable.
  • Intermediate skills in Excel, Powerpoint and Word. 
  • Ability to learn and become proficient in EPIC and various Insurance Agency Management Systems.
Desired:
  • Minimum 4 years of supervisory experience required. 
  • Working knowledge of MS Project preferred
  • Project Management experience desired. 
  • Commitment to performing all tasks in accordance with Sarbanes-Oxley, Corporate, BSD and Department policies. 
  • Demonstrated customer service focus with a keen sense of urgency in assertively working to solve system problems. 
  • Strong teamwork orientation; willingness to help larger team meet goals and responsibilities. 
  • Ability to interact effectively with all levels of staff including Corporate Executives, Branch Management; Professional assertiveness is key to this role. 
  • Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment..     
  • Intermediate skills in Excel, PowerPoint and Word.
  • Ability to learn and become proficient in various Insurance Agency Management Systems.

Competencies (Skills & Abilities)

  • Strong sense of urgency and ability to prioritize issues.
  • Exceptional verbal and written communication skills and ability to build and maintain strong relationships.
  • Ability to motivate, influence, lead and adapt training skills to others abilities.
  • Exceptionally strong analytical and problem solving skills.
  • Exceptional attention to detail and deadlines.
  • Demonstrated customer service focus with a keen sense of urgency in assertively working to solve system problems.
  • Strong teamwork orientation; willingness to help larger team meet goals and responsibilities.
  • Ability to interact effectively with all levels of staff including Corporate Executives, Branch Management; Professional assertiveness is key to this role.
  • Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment. 

Working Conditions

  • Ongoing ability and commitment to work additional hours as needed to meet individual, team and department goals including assistance to peer managers as needed.
  • Ability to be flexible with non-core hours when compliance deadlines and challenges dictate the need for urgent attention.
  • Ability to manage stress and peak period demands.
 
U.S. Eligibility Requirements:
  • Interested candidates must submit an application and resume/CV online to be considered
  • Must be 18 years of age or older
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation
  • Must have unrestricted work authorization to work in the United States.  For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization
  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure
Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.  
 
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status.  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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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Please Note:

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.

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