Senior Acquisition Process Integration Analyst

Overview

This role involves serving as a Senior Analyst of Transactional Accounting Process Integration within a large global insurance brokerage firm. The position focuses on ensuring the seamless transition and integration of transactional accounting functions including banking, cash application, special handling, payables (premium, broker, SLT), premium billing, and direct bill commission processing. The role requires a combination of transactional accounting expertise, insurance industry knowledge, and project management skills to support operational excellence and sustainable growth.

Responsibilities

• Develop comprehensive integration plans for transactional accounting functions aligned with strategic objectives and operational needs.
• Collaborate with cross-functional teams to define integration milestones, timelines, and resource requirements.
• Conduct detailed financial analyses to assess the impact of integration activities on banking, cash application, special handling, premium billing, and commission billing processes.
• Partner with Accounts Receivable, Billing, Accounts Payable, and Senior Leadership teams to ensure smooth transitions with proper controls.
• Manage integration of special handling processes for cash applications, direct bill commission posting, premium, broker commission, and SLT payables.
• Ensure compliance with corporate finance policies and industry standards, implementing controls and reporting mechanisms to mitigate fraud risks.
• Lead integration of cash application processes, document special handling procedures, and prepare Accounts Receivable teams.
• Develop automated cash reconciliation procedures to improve efficiency and accuracy.
• Streamline payables management for premium payments, commissions, and claims settlements.
• Optimize carrier relationships and payment terms; develop standardized workflows and approval processes.
• Oversee integration of premium billing and direct bill commission billing processes, ensuring accuracy and timeliness.
• Collaborate with insurance carriers and brokers to reconcile premium accounts and commission statements, resolve discrepancies, and ensure contractual compliance.
• Act as liaison among accounting teams, business units, insurance carriers, brokers, and external partners during integration.
• Communicate integration objectives, progress, and risks to stakeholders to foster collaboration.
• Develop change management strategies and provide training and support to transactional teams on new processes, systems, and controls.

Requirements

• Bachelor’s Degree in Accounting or Finance.
• Minimum of 7 years of accounting project experience.
• Ability to travel 10% to 35% as required.
• Proficiency in Microsoft Excel and Word.
• Specialized depth and/or breadth of expertise in transactional accounting.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• CPA or equivalent certification preferred.
• At least 7 years of experience in transactional accounting within insurance brokerage or financial services, focusing on premium and broker payables and commission processing.
• Strong knowledge of insurance accounting principles, regulatory requirements, and industry best practices.
• Proven experience leading integration projects with strong project and change management skills.
• Excellent analytical, problem-solving, communication, and interpersonal skills.
• Ability to work independently and collaboratively.
• Strong organizational and time management skills.
• Willingness to travel to acquisition partners and corporate headquarters as needed.
• Proficiency with accounting software and Microsoft Office applications.

Compensation and Benefits

• Competitive base salary, influenced by experience, education, geography, and other factors.
• Medical, dental, and vision plans starting from day one.
• Life and accident insurance.
• 401(k) and Roth options.
• Tax-advantaged accounts including HSA and FSA.
• Educational expense reimbursement.
• Paid parental leave.
• Additional benefits such as digital mental health services, flexible work hours (varies by location and role), training programs, charitable matching gift program, and wellness initiatives.

Location

Details regarding the work location and travel requirements will be provided during the selection process. Travel is expected to be between 10% and 35%, including visits to acquisition partners and corporate headquarters.