Senior Acquisition Integration Specialist jobs in United States
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Gallagher · 2 weeks ago

Senior Acquisition Integration Specialist

Gallagher is a global community focused on empowering businesses, communities, and individuals to thrive. The Senior Acquisition Integration Specialist will lead the integration of new acquisitions with respect to accounting functions, ensuring compliance with AJG policies and providing training and support to merger partners.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote
Hiring Manager
Tracy Lindsay
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Responsibilities

Lead the efforts to welcome and successfully integrate all new acquisition partners into the various AJG and National Accounting Center functions and within the time-frames and compliance requirements of AJG policies and procedures
Review Due Diligence Reports and work with various teams to outline and determine the top pre and post-close priorities. Partner with Operations for process changes that need to be implemented
Lead weekly accounting calls with acquisition partners and finance teams to ensure integration tasks are on track
Facilitate meetings and manage deliverables related to all specialized accounting and billing workflows identified in the Business Process Review meetings. Establish check points with NBC and NAC management to ensure go live readiness
Host training sessions including the Finance Policy and Sarbanes-Oxley presentation
Lead the acquisition partner to clean up agency management system receivables and payables per Finance Policy requirements
Partner with AJG Treasury to onboard the new acquisition bank accounts to ensure timely reporting and compliance
Manage acquisition bank account inventory to ensure timely closing of legacy and interim bank accounts
Assist with accounting month-end close, journal entries and account reconciliations for new acquisitions
In conjunction with Financial Systems, ensure smooth system conversions from start to finish including verification of data integrity for acquisitions
Contribute to a cooperative team environment in which cross functions are assumed as necessary in order to meet corporate and department deadlines and goals
Provide training and mentorship to other team members
Other duties as assigned

Qualification

Accounting integrationFinancial reportingProject managementInsurance brokerage systemsExcel proficiencyAnalytical skillsCustomer service focusProblem-solving skillsCommunication skillsTeamwork orientation

Required

Bachelor's degree and 5 years related experience required
Overnight and/or day travel may be required up to 25% of the time
Exceptionally strong analytical and problem-solving skills

Preferred

Bachelors Degree preferably in Accounting or Finance
Minimum 4 years of insurance brokerage systems experience or equivalent; experience as a Brokerage Controller or Brokerage Operations Manager or equivalent area of responsibility highly desirable
Experience with preparing/reviewing journal entries and financial reports
Project Management experience desired
Commitment to performing all tasks in accordance with Sarbanes-Oxley, Corporate and Department policies
Intermediate skills in Excel, Powerpoint and Word
Ability to learn and become proficient in EPIC and various Insurance Agency Management Systems
Strong sense of urgency and ability to prioritize issues
Exceptional verbal and written communication skills and ability to build and maintain strong relationships
Ability to motivate, influence, lead and adapt training skills to others abilities
Exceptional attention to detail, deadlines, and time management
Demonstrated customer service focus with a keen sense of urgency in assertively working to solve system problems
Strong teamwork orientation; willingness to help larger team meet goals and responsibilities
Ability to interact effectively with all levels of staff including Corporate Executives, Branch Management; Professional assertiveness is key to this role
Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment

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
And more...

Company

Gallagher

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Gallagher is an international insurance brokerage and risk management services firm.

H1B Sponsorship

Gallagher has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)

Funding

Current Stage
Public Company
Total Funding
$9.7B
2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO

Leadership Team

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Alec Herring
Area Senior Vice President
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Mark Gresser
Executive Vice President
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Company data provided by crunchbase