Manager, Financial Systems & Project

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. Overview 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. How you'll make an impact 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 (OneSource), 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 About You Required: 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; systems & people management Desired: CPA, MBA or other financial certification preferred Good working knowledge of the insurance brokerage business Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: 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 Other benefits include: 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... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Required: 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; systems & people management Desired: CPA, MBA or other financial certification preferred Good working knowledge of the insurance brokerage business

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 (OneSource), 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