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Shared Services Senior Generalist

Employee Type:  Full-Time

Chicago, IL, US, 60601

Job Type:  Accounting/Finance
Secondary Location: 
Years of Experience: 

Position Summary:

The Shared Services Senior Generalist will be responsible for work directly in the Travel and Expense (T&E) operations within Ryan Specialty Group (RSG) Shared Services. This will primarily involve the accurate processing of corporate 1099 reporting, expense reports, T&E reporting/dashboards, general inquiries related to T&E for both RSG’s US and international operations, and acquisition planning / implementation. This role also supports the financial reporting business area and supports the Shared Services accounting team to ensure all transactional activity is properly recorded timely while supporting the month-end close process.

The Shared Services Senior Generalist will possess a minimum of 4 + years’ experience within a mid to large corporate T&E and shared services environment with process, policy, and procedure implementation experience. The candidate must have direct 1099 reporting experience and exhibit excellent customer service with the capability to learn quickly and collaborate effectively across all business lines.

The Shared Services Senior Generalist will gain broad exposure to many areas of our business and produce top-quality documentation in accordance with standards and procedures. The Shared Services Senior Generalist assists in transactional processing and support of GAAP financial reporting, as well as: 1099 reporting/inquiries/corrections; tax and management reporting; prepares and reviews journal entries; prepares account reconciliations and other audit support; performs ad hoc analysis for management; and directly assists with acquisition planning and implementation.

Essential Functions:

  • Lead the end-to-end process for corporate 1099 consolidation, 1099 reporting per IRS requirements, and create a consolidated 1099 report in MS Excel under very tight deadlines
  • Complete IRS TIN matching and report discrepancies to stakeholders. Track all mismatches and ensure that they are resolved timely. Address any 1099 IRS notifications as needed.
  • Assume the role as the main point of contact for all 1099 matters. Complete the annual 1099 reporting, lead the 1099 correction process, and lead organizational efforts for achieving tight reporting deadlines. Ensure that 1099 errors are resolved timely.
  • Work with third party vendor for 1099 corporate consolidated reporting to ensure 1099 forms are filed with the IRS and complete other 1099 duties as assigned
  • Implement process improvements and standardize processes required for optimum efficiency. Define and document processes and procedures for Shared Services operations and 1099 processes/corrections/reporting.
  • Assist T&E in the administration of RSG’s corporate credit card program, including creating, closing, and auditing individual corporate cards; and supporting cardholders with ad hoc analysis and guidance on individual accounts. Assist in the collection and resolution of amounts owed by employees for non-business-related credit card transactions.
  • Perform backup responsibilities and actively participate in the Sponsorship process with the responsibility to process requests and ensure timely completion and payment of requests
  • Ensure compliance with corporate policies, procedures, and internal control requirements, and provide recommendations for policy updates as needed
  • Complete periodic tasks such as clearing transactions, resolving discrepancies, performing account reconciliations, preparing and posting journal entries/reclassifications, and performing management reporting. Develop custom management reports and/or dashboards as needed.
  • Directly participate in project management efforts for acquisitions with the responsibility to assist with the planning, onboarding, and implementation of operations for acquisitions
  • Create close documentation including lead schedules, coordinate audit support, and prepare account reconciliations
  • Develop relationships with stakeholders, while collaborating with business partners and cross-functional teams to improve processes and financial performance. Serve as a contact for internal stakeholder inquiries.
  • Work with IT support and other RSG departments with integrations to Shared Services operational software and services; perform testing; gain detailed knowledge of financial reporting systems and other applications such as SAP and Blackline.
  • Provide backup to team members and ensure sufficient backup responsibilities and duties are communicated and performed as needed
  • Perform ad-hoc analysis, reporting, internal controls compliance, and special projects. Perform other duties as assigned.


  • Bachelor’s Degree in Accounting or Finance preferred
  • Detailed experience with IRS Rules and Regulations for 1099 reporting
  • Superior MS Excel skills and in-depth experience with consolidating large data sets of 1099 information, pivoting/summarizing data, performing data validity checks, testing and auditing data for accuracy, and ensuring data completeness
  • Problem solves 1099 reporting errors (i.e., validate that vendors are classified as 1099 reportable accurately)
  • Experience in both T&E expense report audits, accurately recording transactions in the general ledger, and assisting with T&E close cycle; demonstrated timely and efficient transactional processing experience, including proper classification of expenses and ability to resolve customer inquiries (internal and external), on a priority basis, is required
  • Ability to identify potential improvements to business processes and actively participate in business process improvement
  • Experience for projects and knowledge of project management disciplines relating to company acquisitions and integration of shared services operations. Experience for creating, implementing, and successfully completing project plans.
  • Excellent organization skills with the ability to effectively manage time, prioritize tasks/initiatives, multi-task responsibilities simultaneously, and meet established deadlines
  • Demonstrate superior customer service skills with a stakeholder focus to build and strengthen relationships with business partners
  • Thrive in a fast-paced environment while maintaining an emphasis on problem solving, analytical skills, critical thinking, attention to detail, and quality of work/deliverables
  • Strong interpersonal skills and excellent written and verbal communication skills with the ability to communicate at all levels of the organization
  • Ability to work well with others in team environment with strong teamwork attitude, as well as independently. Ability to follow instructions and take direction.
  • Advanced Microsoft Excel and proficient use of applicable technology (Microsoft Office suite)
  • Experience and knowledge of Concur Expense, SAP S/4Hana, and Blackline applications is a plus


Ryan Specialty Group is an Equal Opportunity Employer

Nearest Major Market: Chicago

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