Manager, Financial Systems & Projects

How you'll make an impact

The Manager, Financial Systems & Projects role will oversee and drive strategic initiatives and projects typically relating to implementation, integration, and automation of centralized accounting processes and financial systems. Additionally, this role will function as a corporate financial systems specialist, responsible for financial systems operations, project analysis and communication to ensure Gallagher’s general ledger functions are completed in a timely and controlled manner in accordance with US GAAP.

The role will entail assessing existing processes and procedures to identify the optimal course of action, implementing controls and efficiencies, contributing to the development, re-engineering, and streamlining of accounting processes for a cohesive business model, as well as planning, monitoring, and managing internal projects from start to finish—tracking and following up on related action items to ensure they are completed on time.

As a Project Manager, this resource will play a critical role in planning, executing, and delivering projects that align with the company’s vision, goals, and business objectives. The ability to effectively lead cross‑functional teams and manage diverse projects will be essential to success in this role.

Major Responsibilities:

• Leads and manages cross‑functional project teams throughout the project lifecycle
• Monitors project progress, identifies deviations from the plan, and implements corrective actions
• Ensures adherence to project timelines, quality standards, and budget constraints
• Contributes to development, monitoring and maintenance of project plans, goals, key deliverables and relevant project communications
• Continually improves financial and business processes for sustainable efficiency
• Uses analytical skills to research and resolve discrepancies
• Develops and manages project documentation and reports
• Redesigns existing processes and assesses and establishes process controls
• Develops and maintains strong relationships across the businesses, divisions, regions and countries to implement and standardize processes
• Conducts regular project status meetings and prepares progress reports for stakeholders
• Addresses issues and risks promptly, fostering a proactive problem‑solving approach
• Communicates effectively with process owners to facilitate the completion and tracking of finance transformation and other systems‑related initiatives
• Identifies best practices, develops ad‑hoc training, and reports on project metrics
• Adheres to compliance and operational risk controls and regulatory standards and policies and practices
• Serves as a key resource for financial systems, including reporting tools (One Source), general ledger system (JD Edwards), Trintech, Microsoft 365, etc.
• Coordinates and oversees system deliverables, coordinates divisional inquiries and accounting system requirements
• Oversees systems‑related processes that are completed by other Global Accounting COE teams

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

Desired:

• CPA, MBA or other financial professional certification
• Good working knowledge of the insurance brokerage business
• Bachelor's degree in Accounting or Information Systems and 12
  -15 years related work experience in Accounting systems and/or project management roles
• Requires broad knowledge of accounting practices/principles and preparation of strategic recommendations to management
• Requires good understanding of complex activities associated with general ledger and financial reports
• Experience in performing a process gap analysis and development of process flow diagrams to set up key controls
• Excellent verbal, written, computer, financial data, internal consulting, and customer‑focused communication and presentation skills
• Strong organizational skills with proven ability to follow through on multiple tasks and priorities
• Proficiency in Microsoft suite of products;
  Excel, SharePoint, Teams, PowerPoint and project management tools
• Strong finance background;…