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Financial Systems Manager

Gallagher Bassett

Rolling Meadows, IL · Posted October 23, 2026

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  • Excel

About the job

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. How you'll make an impact This position is responsible for managing agency and financial systems including Epic, Concur, JDE, etc. and related reporting tools. Key responsibilities include managing all testing, integration, conversion, support and reporting of financial systems. This role will also serve as key liaison to Applied Systems and other vendors for all finance and accounting aspects including product design, reporting and production support. Other essential functions include managing all system processes including production support for accounting issues and follow-up/tracking with Applied Systems, gathering/documenting reporting requirements based upon agency management system data and related systems, and proactively lead and coordinate tasks for conversions with the merger and acquisition integration team. Manages staff, providing direction, setting goals, and ensuring that overall department goals are attained. #APIntegration About You Required: Bachelor's degree (Accounting/Finance); Minimum of 8 years general accounting experience and/or minimum 6 years of insurance brokerage accounting experience required. Strong accounting process knowledge and understanding of G.A.A.P. Excellent Microsoft Excel Skills including advanced formula usage. Preferred: Minimum 6 years supervisory experience preferred. Exceptionally strong analytical and problem solving skills. Behaviors: Ability to motivate, influence and lead others, Self-direction and inner drive to achieve timely and accurate results, and Demonstrated customer service focus. Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page. Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

This position is responsible for managing agency and financial systems including Epic, Concur, JDE, etc. and related reporting tools. Key responsibilities include managing all testing, integration, conversion, support and reporting of financial systems. This role will also serve as key liaison to Applied Systems and other vendors for all finance and accounting aspects including product design, reporting and production support. Other essential functions include managing all system processes including production support for accounting issues and follow-up/tracking with Applied Systems, gathering/documenting reporting requirements based upon agency management system data and related systems, and proactively lead and coordinate tasks for conversions with the merger and acquisition integration team. Manages staff, providing direction, setting goals, and ensuring that overall department goals are attained. #APIntegration

Required: Bachelor's degree (Accounting/Finance); Minimum of 8 years general accounting experience and/or minimum 6 years of insurance brokerage accounting experience required. Strong accounting process knowledge and understanding of G.A.A.P. Excellent Microsoft Excel Skills including advanced formula usage. Preferred: Minimum 6 years supervisory experience preferred. Exceptionally strong analytical and problem solving skills. Behaviors: Ability to motivate, influence and lead others, Self-direction and inner drive to achieve timely and accurate results, and Demonstrated customer service focus.