[Remote] Senior Acquisition Process Integration Analyst

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