Finance Manager - M&A Projects - #1752019

Introduction

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

Join a dynamic and growing organisation as a Finance Manager - Integration & Projects, where you will play a crucial part in supporting accounting acquisitions, integrations, and projects. This role specifically focuses on UK acquisitions across our Retail, Pen & Specialty divisions.

You will collaborate with Subject Matter Experts (SMEs) across various accounting functions to ensure the seamless integration of acquired finance functions into the Global Accounting Centre. You’ll engage with customers across the Global Accounting Centre, UK Senior Management, and central project teams to deliver successful project outcomes.

If you are a qualified accountant, with experience of project management and a passion for excellence and a talent for paying attention to details, we invite you to be part of our growth journey. Apply now to make a significant impact in a global leader in insurance brokerage!

How You'll Make An Impact

Due Diligence - Accounting due diligence performed on potential targets:

• Prepare and submit Accounting Due Diligence (DD) reports as part of wider project due diligence
• Review information provided by targets to understand finance functions, identify key risks, and pinpoint gaps
• Audit balance sheets to ensure all balances are adequately supported
• Present insights and findings on calls with potential targets to understand finance operations
• Identify and advance issues to the Accounting Manager/Senior Manager during the DD period
• Participate in DD project calls and periodically present on the accounting report status
  
  

Acquisition - Recording the transaction in the General Ledger

• Facilitate the setup of Business Units for acquisitions, preparing relevant forms, and acquiring approvals
• Prepare Acquisition Accounting packs for submission to the US Corporate Accounting team
• Collaborate with Global Accounting Centre SMEs and newly acquired finance teams to ensure month-end processes align with timelines
• Assist in preparing Completion Accounts and facilitate payments once agreed
  
  

Integrations - Integrating the finance function into the Glasgow Global Accounting Centre

• Support the Accounting Manager/Senior Manager across UK Acquisition & Integration Projects
• Develop and maintain detailed project plans for each integration, covering Income, Management Accounts, Accounts Payable, Client Money, and Treasury teams
• Facilitate workshops, engaging participants/SMEs from accounting functions to develop project plans and timelines
• Coordinate workshops between newly acquired entity’s finance team and Global Accounting Centre SMEs to detail the “as is” state
• Prepare weekly slide decks to provide accounting updates for inclusion in wider project packs
• Present at bi-weekly Operating Groups for ongoing integrations, raising accounting issues for visibility
• Liaise with project management teams across UK divisions to handle deliverables on time
• Drive SOX control gap analysis and lead remediation plans across accounting functions
• Align acquired entities to Gallagher’s Financial Policy Manual (FPM) and lead the remediation plan
• Address ad hoc queries from Income, Management Accounts, Treasury, Client Money, and IBA teams regarding ongoing integrations
• Manage records retention and legacy data repository processes for UK acquisitions
• Advance issues to the Accounting Manager/Senior Manager promptly for appropriate visibility
  
  

About You

• University degree or equivalent experience as a fully qualified accountant
• Experience gained either in a large, complex business or within a large audit firm
• Strong project management skills
• Solid understanding and working knowledge of Microsoft Excel
• Previous experience with US GAAP is desirable but not essential
• Strong technical accounting knowledge
• Understanding of SOX and regulatory/control-based environments is desirable
• Audit experience is a plus
• Ability to adapt to change and manage multiple tasks
• Outstanding attention to detail and problem-solving skills
• Confidence to work autonomously and in a team
• Flexible and adaptable attitude
• Eligibility to work in the UK
  
  

Compensation And Benefits

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:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
• Defined contribution pension scheme, which Gallagher will also contribute to
• Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
• Income protection, we’ll cover up to 50% of your annual income, with options to top up
• Health cash plan or Private medical insurance
  
  

Other benefits include:

• Three fully paid volunteering days per year
• Employee Stock Purchase plan, offering company shares at a discount
• Share incentive plan, HMRC approved, tax effective, stock purchase plan
• Critical illness cover
• Discounted gym membership, with over 3,000 gyms nationally
• Season ticket loan
• Access to a discounted voucher portal to save money on your weekly shop or next big purchase
• Emergency back-up family care
• And many more…
  
  

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. 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 is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.

Should you require reasonable adjustments to your application, please get in touch with [email protected] . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

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.