Accounting Specialist

Job Description

Accounting Specialist | Gallagher

The Tone:
This is an entry-level role at Gallagher, a global insurance broker, risk management, and consulting services firm. At Gallagher, the mission is to help clients confront risk with unwavering confidence, empowering them to grow, lead, and innovate freely. This critical role ensures precise financial support and client reporting, directly building trust and integrity within our client relationships. You will operate within a culture deeply rooted in teamwork and guided by integrity, contributing your unique perspective to work that truly makes a meaningful impact for the businesses we serve.

The TL;DR
• Role: Early Career
• Location: Not specified in job description

• Mission: To support financial planning and analysis activities through precise invoice and report preparation, ensuring clients are accurately funded and informed.
• Tech Stack: QuickBooks Desktop, Microsoft Excel, Microsoft Office (Word, Outlook, PowerPoint), QuickBooks (desktop and on-line)

What You’ll Actually Do
• Invoicing and Verification: Prepare detailed client health and welfare funding invoices along with verification schedules, ensuring they are ready for GSA National management review.
• Data Reconciliation: Accurately reconcile client source data against the final hours, contributions, and fringe benefit credits that are invoiced to the client, identifying and resolving discrepancies.
• Regulatory Compliance: Apply critical thinking and specialized knowledge to ensure fringe benefit reporting adheres to complex requirements under the Service Contract Act, Davis Bacon Act, and various collective bargaining agreements.
• Performance Analysis and Reporting: Review variance analytics to precisely identify and clearly explain financial changes between accounting periods for management review, and prepare comprehensive client reporting deliverables, including essential retirement funding reports.
• Client Engagement and Administration: Handle all client inquiries with the highest degree of responsiveness and professionalism, while diligently preparing and maintaining various detailed reports, invoices, and credit memos using QuickBooks Desktop.

The Must-Haves
• Background: Entry-Level. High School diploma with introductory bookkeeping experience or exposure.
• Experience: Introductory bookkeeping experience/exposure. Intermediate Excel and Microsoft Office proficiency (Word, Excel, Outlook, PowerPoint).
• Skills: Excellent analytical skills, attention to detail, organizational and problem-solving skills, critical thinking, and strong oral and written communication.
• Bonus: Bachelor’s degree in accounting or finance; 2+ years of work experience in corporate accounting, audit, or financial analytics; employee benefit plan audit experience; government contracting industry experience; and QuickBooks (desktop and on-line) experience.