Note: The job is a remote job and is open to candidates in USA. Gallagher is a global community of people committed to helping clients navigate complexity with confidence. As a Senior Acquisition Process Integration Analyst, you will ensure the seamless transition of transactional accounting functions, including banking and premium billing, while driving successful integration processes across the organization.
Responsibilities
- Develop comprehensive integration plans for transactional accounting functions that align with the company’s strategic objectives and operational requirements
- Collaborate with cross-functional teams to define integration milestones, timelines, and resource needs
- 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 in place
- Manage the integration of special handling processes for cash applications, direct bill commission posting, premium, broker commission, & SLT payables
- Ensure compliance with Corporate Finance Policy and industry standards while implementing robust controls and reporting mechanisms to mitigate fraud risks
- Lead the integration of cash application processes, documenting special handling procedures and ensuring the Accounts Receivable team is well-prepared
- Develop automated cash reconciliation procedures to enhance efficiency and accuracy, reducing manual intervention and minimizing discrepancies
- Streamline payables management processes for premium payments, commissions, and claims settlements
- Optimize carrier relationships and payment terms while developing standardized workflows and approval processes to improve transparency and control
- Oversee the integration of premium billing and direct bill commission billing processes, ensuring accuracy and timeliness in invoicing and commission payments
- Collaborate with insurance carriers and brokers to reconcile premium accounts and commission statements, resolve discrepancies, and ensure compliance with contractual agreements
- Act as a key liaison between accounting teams, business units, insurance carriers, brokers, and external partners throughout the integration process
- Communicate integration objectives, progress updates, and potential risks to stakeholders, fostering collaboration and alignment
- Develop change management strategies to prepare NAC teams for the transition
- Provide training and support to transactional teams and operational staff on new processes, systems, and controls introduced during the integration
Skills
- 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
- Bachelor's degree in Accounting, Finance, Business Administration, or a 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, with a focus 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 management and change management expertise
- Exceptional analytical and problem-solving skills
- Excellent communication and interpersonal abilities, with the capacity to engage and influence stakeholders across all organizational levels
- Ability to work independently and collaboratively within a team environment
- Strong organizational and time management skills to prioritize tasks and meet deadlines effectively
- Willingness to travel as needed to acquisition partners and corporate headquarters
- Proficiency in accounting software and Microsoft Office applications
Benefits
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
Company Overview
This page is no longer active. It was founded in 1921, and is headquartered in Bedford Hills, New York, USA, with a workforce of 10001+ employees. Its website is https://lbcinc.com.