Finance

Effective financial management and planning is essential in building business success and future growth.

Activities like forecasting, billing and managing your expenses can help us to be better positioned financially and make informed decisions about resource allocations and investments.

COMING SOON

You’ll soon learn more about using Synergist, Gallagher Communication’s timekeeping system, for logging your daily time and project billable hours.

Forecasting

Key forecasting terms for client owners:

Projected annual client billing for all work. You will enter your data in the Forecaster spreadsheet, update it weekly and discuss it with your people manager by end of day each Monday so they are prepared for Tuesday roll-up meetings. Dean Garbett will schedule time with you to walk you through the process.

Please provide Armie with your list of clients and the amounts of WIP you have by 5pm CST no later than the last day of each month.

Any invoice the billing manager intends to generate and send to the client during the current month; this usually pertains to time and expenses from the previous month(s).

Vendor Invoices

Beginning 4/1/23: Send all vendor invoices to Joselin Weisz and copy Steve Scholz.

All vendor invoices received after 3/31/23 will be processed and paid through Gallagher’s invoicing system.

You’ll soon learn more about using Synergist, Gallagher Communication’s timekeeping system, for logging your daily time and project billable hours.

MSA and SOW

Use these templates for completing an MSA and SOW with your clients.

If you have questions, please watch the training from the Virtual Coffee meeting or contact Armie Quinn.

SOW Template

MSA Template

SCOPE CHANGE REQUEST

FAQs

What types of purchases can I make with my ROC and Gallagher AmEx credit cards?

You can continue to use your ROC AmEx for media asset purchases, such as stock photos. You’ll submit your receipt to Joselin. If you have a Gallagher AmEx, this card can only be used for travel, meals, entertainment, and client meetings. You’ll need to manage charges on your Gallagher AmEx card within Concur.

More details will be communicated for when we transition our ROC card to another Gallagher credit card to purchase media assets.

When should I submit expenses within Concur?

Please submit no more than two expense reports each month.

Create and submit expense reports within 30 days of when expenses are incurred. Concur does not permit submission of expense reports with transactions older than 90 days. Submit an expense report for airline ticket purchases promptly.

How am I reimbursed for expenses?

You will be reimbursed through normal payroll.

Contact

Armie Quinn:
Armie_Quinn@ajg.com
312-596-6663

Corporate Travel Team:
AJG.CorporateTravel@AJG.com

Egencia counselors:
(877) 898-2783 or (417) 520-4737

Concur Help Desk:
(866) 793-4040 or ConcurQuestions@ajg.com