Role Description As the Senior Analyst of Transactional Accounting Process Integration at Arthur J. Gallagher, you will play a pivotal role in ensuring the seamless transition of transactional accounting functions. This includes: - Banking - Cash application - Special handling - Payables (premium, broker, SLT) - Premium billing - Direct bill commission processing This role is instrumental in enabling operational excellence and supporting sustainable growth by ensuring the effective integration of transactional accounting functions across the organization. Key Responsibilities - Integration Planning and Strategy: - Develop comprehensive integration plans for transactional accounting functions that align with the company’s strategic objectives and operational requirements. - Collaborate with cross-functional teams to define integration milestones, timelines, and resource needs. - Financial Impact Assessment: - Conduct detailed financial analyses to evaluate the impact of integration activities on banking, cash application, special handling, premium billing, and commission billing processes. - Partner with NAC teams (Accounts Receivable, Billing, Accounts Payable, Senior Leadership Team) to ensure a smooth transition with proper controls in place. - Special Handling: - Manage the integration of special handling processes for cash applications, direct bill commission posting, premium, broker commission, & SLT payables. - Ensure compliance with Corporate Finance Policy and industry standards while implementing robust controls and reporting mechanisms to mitigate fraud risks. - Cash Application and Reconciliation: - Lead the integration of cash application processes, documenting special handling procedures and ensuring the Accounts Receivable team is well-prepared. - Develop automated cash reconciliation procedures to enhance efficiency and accuracy, reducing manual intervention and minimizing discrepancies. - Payables Management for Premiums, Commissions, and Claims: - Streamline payables management processes for premium payments, commissions, and claims settlements. - Optimize carrier relationships and payment terms while developing standardized workflows and approval processes to improve transparency and control. - Premium Billing and Direct Bill Commission Billing: - Oversee the integration of premium billing and direct bill commission billing processes, ensuring accuracy and timeliness in invoicing and commission payments. - Collaborate with insurance carriers and brokers to reconcile premium accounts and commission statements, resolve discrepancies, and ensure compliance with contractual agreements. - Stakeholder Engagement and Communication: - Act as a key liaison between accounting teams, business units, insurance carriers, brokers, and external partners throughout the integration process. - Communicate integration objectives, progress updates, and potential risks to stakeholders, fostering collaboration and alignment. - Change Management and Training: - Develop change management strategies to prepare NAC teams for the transition. - Provide training and support to transactional teams and operational staff on new processes, systems, and controls introduced during the integration. Qualifications - Bachelor’s Degree in Accounting or Finance and 7 years of accounting project experience. - 10% - 35% travel required. - Proficient in Microsoft Excel and Word. - Requires specialized depth and/or breadth of expertise. Requirements - Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; CPA or equivalent certification preferred. - Minimum of 7 years of experience in transactional accounting roles within the insurance brokerage or financial services industry, with a focus on premium & broker payables and commission processing. - Comprehensive knowledge of insurance accounting principles, regulatory requirements, and industry best practices. - Proven track record of leading successful integration projects, with strong project management and change management expertise. - Exceptional analytical and problem-solving skills. - Excellent communication and interpersonal abilities, with the capacity to engage and influence stakeholders across all organizational levels. - Ability to work independently and collaboratively within a team environment. - Strong organizational and time management skills to prioritize tasks and meet deadlines effectively. - Willingness to travel as needed to acquisition partners and corporate headquarters. - Proficiency in accounting software and Microsoft Office applications. 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 - And more...

Role Description First San Francisco Partners is seeking both employees and contractors for the Metadata Analyst role. This role is responsible for designing, implementing, and overseeing the establishment and delivery of enterprise Metadata solutions. We are looking for a positive, highly effective communicator that can lead without authority and has a passion for engaging with business, IT, and C-suite stakeholders on Data Management projects to join our Delivery team remotely. Priorities change quickly within a consulting business, and we need someone who can recognize these changes and proactively shift work assignments to support the company. This position reports to the Director of Delivery and Operations and will collaborate and support our consultants and clients. What You'll be Doing: - Assess, define, and optimize various metadata management processes and standards such as business metadata definitions and technical metadata requirements - Recommend new use cases, processes, and standards as needed - Support identification, prioritization, and approach to remediate existing metadata - Deliver ongoing remediation cycle for prioritized business and technical metadata - Support review and approval of extracted current metadata with relevant Business Data Stewards, Business SMEs, Data Custodians, etc. - Support ingestion of updated and approved metadata into metadata tools - Create and deliver metadata awareness, education, training, and communication materials - Participate in business development, proposal creation, and the contracting process - Support the development of project deliverables, synthesize findings, and integrate them into strategic-level deliverables - Provide overall accountability for logistics within metadata engagement - Provide quality assurance review of all metadata deliverables - Document and analyze results from meetings, research, and review relevant documents - Capture and document business, functional, and technical requirements - File all project artifacts and deliverables and maintain document inventory - Facilitate required interactions and meeting sessions - Work on tasks as directed by the Engagement Lead - Coordinate the scheduling of meetings and develop, distribute, and store project artifacts, work papers, and deliverables Qualifications - BA/BS or advanced degree in Business/Computer Science/MIS or related field, or equivalent work experience - 3 - 5 years’ experience in Information Management: Data or Enterprise Architecture, Data Quality, Master Data Management, Metadata Management, Data Warehousing, and Business Analytics - Familiarity with Business glossary, data dictionary, data catalog, and data lineage - Experience in business analysis: gathering data, synthesizing information, forming insights, and providing feedback - Experience with Metadata tools, such as Collibra, Alation, Purview - Excellent attention to detail, a passion for quality work, and the ability to communicate at various levels - Strong presentation, verbal, and written communication skills Requirements - This range is based on our market pay structures. Individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, internal equity, and candidate qualifications, such as skills, experience, and education. Benefits - Medical, dental, and vision insurance - 401(K) savings plan - Disability coverage - Life and accident coverage - Vacation time and paid holidays EEOC Statement First San Francisco Partners is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer, making hiring decisions without regard to race, color, religion, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class.

Role Description The Transactions Analyst serves as a key resource at eXp Realty, assisting agents and brokers with their real estate transactions in a virtual environment. This role focuses on ensuring transaction accuracy, compliance, and efficiency while delivering a world-class customer experience. With a collaborative mindset, strong problem-solving abilities, and attention to detail, the Transactions Analyst supports the agent journey and contributes to process improvements that enhance the overall agent experience. Qualifications - High School Diploma/GED required - 1+ years of experience in transaction operations - Demonstrated experience in managing escalations and resolving high-impact issues - Proven track record of leading cross-functional projects with measurable success - Proficiency in transaction processing systems and tools (e.g., TRX, Oracle, SkySlope) Requirements - Customer Focus: Deliver world-class service in every interaction - Attention to Detail: Maintain precision in reviewing transaction documents and data - Problem-Solving: Identify and resolve transaction challenges effectively - Collaboration: Build strong working relationships across teams and with agents - Adaptability: Thrive in a fast-paced, remote environment and embrace new tools and processes - Growth Mindset: Actively seek opportunities to learn and contribute to team success Benefits - Fully remote environment - Paid Time Off - 401k with 4% match (immediate vesting) - Robust Medical, Dental, & Vision benefits - Company provided equipment - Monthly Technology Stipend - FSA & HSA with employer contributions - Stock option grant - Health & Wellness incentives - 100% Paid Parental Leave Company Description We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, eXp is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics under federal, state or local law.

Role Description Executar e garantir a operação financeira da empresa com organização, confiabilidade e precisão, assegurando a qualidade das informações para suporte à tomada de decisão. - Execução de contas a pagar (Pix, boleto, DDA e cartão) - Controle de prazos, envio de comprovantes e relacionamento com fornecedores - Conciliação bancária diária - Atualização e controle do fluxo de caixa - Elaboração e controle de provisões financeiras - Apoio na construção e atualização da DRE gerencial - Classificação correta de receitas, custos e despesas - Lançamentos e organização no Nibo - Controle de notas fiscais e documentação - Execução do fluxo de compras e pagamentos - Propor melhorias de processos, sistemas Qualifications - Experiência sólida em contas a pagar - Domínio de conciliação bancária - Experiência com fluxo de caixa - Conhecimento em DDA - Conhecimento em DRE em nível operacional (lançamentos, provisões) - Excel avançado - Experiência com Nibo - Organização e alta atenção a detalhes - Perfil executor, responsável e confiável - Itaú e demais bancos digitais Requirements - Experiência com alto volume transacional - Vivência em empresas digitais ou infoprodutos - Experiência com organização e melhoria de processos financeiros - Noções básicas de Contabilidade (regime de Caixa, competência) About the Position Essa posição será responsável por sustentar a operação financeira do dia a dia, garantindo que os processos rodem com consistência, que os pagamentos sejam realizados corretamente e que as informações financeiras estejam sempre atualizadas e confiáveis.