Financial Systems Analyst Lead

Welcome to Gallagher – a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it’s with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself.

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.

The Team Lead, Financial Systems is responsible for overseeing and guiding the Financial Systems team in key tasks related to divisional financial systems testing, integration, support, and reporting. This role will act as a liaison between the Financial Systems Team, the Accounting Center, and Divisional Finance and Operations teams, ensuring seamless collaboration and execution of projects. The Team Lead will also mentor team members, manage priorities, and drive process improvements to achieve departmental goals.

Essential Functions

As a Team Lead, you will:

• Lead and oversee the testing and conversion of accounting data from branch agency management systems to central divisional systems, including data analysis and reconciliation of converted data.
• Manage and coordinate all activities related to testing and implementation of agency management system upgrades and production maintenance.
• Provide leadership and guidance to the team in supporting agency management system accounting processes and resolving production issues.
• Prioritize and organize production support issues, ensuring timely resolution and effective communication with stakeholders.
• Collaborate with internal and external development teams to test, implement, and resolve production issues and new functionality.
• Develop and deliver training and communication to finance and accounting users on new Epic functionality and reports.
• Oversee the testing and maintenance of finance and accounting reports in agency management systems and ancillary reporting systems.
• Create, review, and maintain accounting system procedures and testing documentation to ensure accuracy and consistency.
• Maintain organization of all electronic files for the accounting center and ensure compliance with documentation standards.
• Lead and support various projects, audits, and initiatives as assigned by the Financial Systems Manager.

Leadership Responsibilities

• Act as the primary point of contact for the Financial Systems team, providing mentorship, coaching, and performance feedback to team members.
• Foster a collaborative and cooperative team environment, encouraging cross-functional support to meet department deadlines and goals.
• Delegate tasks effectively, ensuring team members are empowered to take ownership of their responsibilities.
• Communicate processes, procedures, and updates to large group forums and stakeholders.
• Identify opportunities for process improvements and implement solutions to enhance team efficiency and effectiveness.

Other Functions

• Contribute to a positive team culture by promoting collaboration and knowledge sharing.
• Review and implement written procedures for assigned processes within the department.
• Provide training and development opportunities to team members to enhance their skills and expertise.
• Act as a subject matter expert and resource for team members and stakeholders.
• Perform other duties as assigned to support departmental and organizational goals.

Required:

• Bachelor's degree (Accounting/Finance or Informations Systems)
• Minimum of 6 years hands-on experience with accounting systems and processes.
• Expert level proficiency in Excel.
• Strong accounting trade/accounting process knowledge as well as application support or relevant production, technical support and problem/incident management experience.

Preferred: 

• Bachelor’s degree in Accounting/Finance/Information Systems or equivalent job experience.
• Minimum of 4 years of leadership experience in a financial systems or accounting environment.
• Proven ability to lead cross-functional teams and manage multiple priorities effectively.

Competencies (Skills & Abilities):

• Demonstrated leadership skills with the ability to mentor and develop team members.
• Strong sense of urgency and ability to prioritize and resolve issues in a fast-paced environment.
• Excellent verbal and written communication skills, with the ability to present to diverse audiences.
• Strong analytical and problem-solving skills with exceptional attention to numeric detail.
• Customer-focused mindset with a proactive approach to resolving system problems.
• Team-oriented with a willingness to collaborate across departments to achieve goals.
• Ability to work effectively with cross-functional teams to resolve issues and implement solutions.
• Exceptional documentation, communication, and interpersonal skills.

Working Conditions:

• Ability to work additional hours as needed to meet individual, team, and department goals, including month-end closings and system conversions.
• Flexibility to work non-core hours, including evenings and weekends, for scheduled maintenance, system upgrades, or conversions.
• Occasional travel may be required to support team initiatives or attend training sessions.

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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...

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.