Senior Accounting Acquisition Integration Specialist

📁
Business Development/Strategy
📅
48097 Requisition #
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Arthur J. Gallagher Risk Management Services, Inc. is the U.S. retail property/casualty brokerage division of Arthur J. Gallagher & Co. Our advisors specialize by industry and coverage types—developing solutions uniquely tailored to individual client requirements. We deliver a full range of insurance and risk management products and services, including traditional and loss-sensitive coverages, captives, alternative risk solutions, and financial products to clients around the world. For additional information, please refer to Career Opportunities with Arthur J. Gallagher & Co.


Position Summary:


This position has primary responsibility to lead a team in managing projects and/or programs to effectively integrate business operations and achieve results for post acquisitions with respect to the accounting functions. The Senior Specialist will focus on leading and executing integration strategies for ensuring a smooth transition of newly acquired entities. Provide analytical leadership and develop systematic work processes, measurement tools and monitoring systems to guide post-integration efforts and for determining effectiveness and success of the post-integration process. 

Responsibilities:

  • Assist in leading a team of dedicated cross functional integration resources to efficiently and effectively combine two companies into one entity in terms of financial processes and reporting, systems and operations.
  • Manage integration tasks for each post acquisition into the National Accounting and National Billing Centers.
  • Monitor tasks to ensure deadlines are being met.  
  • Manage tasks to ensure that all AJG Finance Policy Manual and Sarbanes-Oxley compliance requirements are met. 
  • Lead the team to become proficient in the understanding of the business operations in order to identify disconnects and the impact to Accounting. 
  • Assist in managing the financial reporting, financial processes/accounting, ensuring that external reporting occurs at the end of the same month following the closing of the acquisition.  
  • In conjunction with AJG resources and representatives from newly acquired entity, plan for, analyze and execute the integration of all operational processes, products and transaction systems and products.   
  • Provide on-going education, problem resolution and relationship strengthening on a recurring basis to all Branch Offices.  
  • Acquire a fundamental understanding of the customer service and producer roles and the relationship of their duties and processes to Accounting processes.  
  • Manage the integrity and freshness of reference materials for branches.
  • Participate in Accounting Due Diligence process for potential mergers as assigned.
  • Achieve proficiency in the fundamentals of all insurance agency management systems utilized in the Accounting Center


Other Functions:


  • Contribute to a cooperative team environment in which cross functions are assumed as necessary in order to meet Sarbanes-Oxley, Corporate, GGB, and departmental deadlines and goals.
  • Perform other duties as assigned
Requirements:
  • Bachelor's degree and 5 years related experience required
  • Overnight and/or day travel may be required up to 25% of the time. 
  • Exceptionally strong analytical and problem-solving skills
Preferred:
  • Thorough knowledge of the insurance brokerage industry
  • Accounting or Finance degree preferred
  • Insurance brokerage systems (ex: TAM or AMS360), accounting experience, and experience in Brokerage Operations highly desirable
  • Project Management experience highly preferred
  • Supervisory experience preferred
Behaviors:
  • Ability to interact effectively with all levels of staff, including Corporate Executives and Branch Management
  • Professional assertiveness is key to this role
  • 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
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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