Manager, Financial Systems & Projects

Introduction

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together.

Whether you join us in a client‑facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

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.

• 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

• 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

• CPA, MBA or other financial professional certification
• Good working knowledge of the insurance brokerage business
• Bachelor's…