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Gallagher · 19 hours ago

Merger Analyst

Rolling Meadows, IL

Full-time

Hybrid

Entry, Mid Level

$61K/yr - $119K/yr

Gallagher is a global community dedicated to helping clients navigate complexity with confidence. The Merger Integration Analyst will play a crucial role in the integration of new merger and acquisition partners onto Gallagher's systems and processes, coordinating activities to ensure a smooth transition of newly acquired entities.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management

Responsibilities

Supports implementation managers and the acquired company employees in organizing, planning and coordinating activities and deliverables to effectively integrate the acquired business

Focus on planning for and executing integration activities and tasks for ensuring a smooth transition of newly acquired entities

Main focus on managing and completing cleanup of the acquired legacy agency systems, coordinating with GSC where applicable

Support Implementation Manager by:

Facilitate with the M&A teams to prepare timeline with key dates, milestones and trainings

Coordinate project lifecycle meetings, e.g. (due diligence transition, structure calls, etc.)

Save documentation to Gallagher and Applied M&A portal sites

Commencing the employee list setup and populating accurate information

Populating the due diligence transition and business process review questionnaires

Prepares presentation and handout materials

Pre-data mapping of policy types and companies

Collecting and facilitating request packet data accordingly

Creates, leads and documents compliance testing process for acquisition data conversions in collaboration with the Implementation Managers who lead the acquisition projects

Other activities across the acquisition project to support the Implementation Managers

Qualification

Applied EpicProject ManagementInsurance KnowledgeAdvanced ExcelPowerPointCommunication SkillsTeam CollaborationAttention to Detail

Required

Must be a self-starter, be well organized and be comfortable working in a fast-paced environment with shifting priorities

Able to work remotely and on own

Reliable and consistent; strong teamwork orientation

Excellent written and verbal communication skills

Demonstrated proficiency with PowerPoint, advanced Excel skill, excellent Word expertise, Outlook and other desktop tools

Experience working on projects, activities and tasks with deadlines and dependencies

Ability to manage activities and tasks for multiple parallel projects

Ability to be flexible and adaptable to project schedules with the ability to work on weekends and sometimes outside of business hours for testing, acquisition go-lives and other time-based work

Able to demonstrate the Gallagher tenants

Collaborative approach and ability to help the larger team meet goals and perform responsibilities

Possible travel to assist in merger experience, as well as annual team meeting