Financial Systems Analyst Lead

Gallagher • Rolling Meadows, IL

109d

About The Position

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.

Requirements

• Bachelor's degree (Accounting/Finance or Information 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.

Nice To Haves

• 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.

Responsibilities

• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees