Senior Acquisition Process Integration Analyst
Listed on 2025-12-02
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Finance & Banking
Financial Analyst, Financial Compliance, Accounting & Finance, Risk Manager/Analyst
Overview
Senior Acquisition Process Integration Analyst – Gallagher. Base pay range information is provided: $94,000.00/yr - $/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.
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.
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.
- Willing…
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