Financial Specialist

2 months ago

Toronto, Canada Aon Full time

Job Title Finance Specialist
This is a hybrid role with the flexibility to work both virtually and from our Toronto office.
Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.
Aon is in the business of better decisions
At Aon, we shape decisions for the bette r to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
**Contract/Project Set Up and Maintenance**:
Review client agreements to ensure internal/external audit requirements are met and key financial terms are included;
Working with the legacy system Workday to set up projects and contracts with a focus on accurate and timely revenue recognition
Monitor contract/project end dates to forecast and reduce the impact on revenue flow;
Follow up on expiring contracts three months in advance with the project manager to get new client evidence in place before expiry;
Monitor auto-renewing contracts to ensure planned fee increases are implemented (assist with needed documentation of increases); and
Coordinate set up for contracts with multi-practice involvement (ensure compliance with thresholds for separate project/contract line set up).
Revenue Recognition and Reconciliation
Submit volume revenue on behalf of the consultants, before month-end, to ensure complete recognition before books close;
Monitor and report revenue variances based on established thresholds to the financial planning and analysis (FP&A) team; and any revenue recognition placed on hold because of unsigned client contracts to the consultants
Invoice Management
Monthly meetings with consultants to determine client invoicing requirements; review monthly invoices for consultants and finalize approvals in the system
Prepare/update any client-specific invoice attachments;
Assist the Account Executive in research of forwarded/advanced amounts for quarterly validation;
Contribute to reaching the Canadian invoicing targets by ensuring invoices are sent out by month's end and meeting any special client requirements.
Accounts Receivable Management
Monitor client Accounts Receivables (AR) and complete any ad hoc requests for the Account Executive; answer client queries on AR balances;
How this opportunity is different
Your role as a Wealth Financial Specialist will help the business recognize our results. You are joining a team of client-focussed colleagues who strive to deliver the highest level of output keeping in mind internal control compliance and business management. The dedicated team is united as an inclusive, diverse team and passionate about making each other successful.
Skills and experience that will lead to success
1-3 years of experience in project administration, contract management, invoicing/accounts receivables; working for a public company and/or service or consulting industry is preferred;
Strong MS Office knowledge; intermediate to advanced Excel skills (i.e. lookups, and pivot tables);
Experience working in a SOX environment is a plus; working knowledge and familiarity with accounting software systems (Workday; SAP, Oracle), Workday preferred;
Strong written and oral communication skills;
Proven analytical capabilities and problem-solving skills; organizational skills and strong attention to detail;
Experience in running multiple priorities, and projects simultaneously, and an ability to meet timelines;
Self-motivated individual and directed with the ability to exercise independent judgment;
Can-do approach, proactive and dynamic individual who thrives in a fast-paced team environment and is readily adaptable to changing organizational requirements and willing to own responsibilities and take initiative;
Excellent interpersonal skills, ability to partner and collaborate as a team member with global colleagues, within various finance fields.
Bachelor’s degree, or equivalent experience, in Finance, Accounting, or a related field
Aspiration to professional development including the PMP, CPA
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where al

  • Financial Operations Specialist

    6 days ago

    Toronto, Ontario, Canada CI Financial Full time

    Job OverviewWe are seeking a detail-oriented Financial Operations Specialist to join our team at CI Financial. As a key member of our operations team, you will be responsible for managing complex fee structures and payment reconciliations in a timely and accurate manner.

  • Project Accounting Specialist

    5 days ago

    Toronto, Ontario, Canada Hays Specialist Recruitment Full time $40 - $45

    Hays Specialist Recruitment is seeking a highly skilled Project Accounting Specialist to join their team on a contract basis, with the potential for conversion to a permanent position. The ideal candidate will have experience in project accounting and a strong understanding of financial reporting requirements.About the RoleAs a Project Accounting Specialist,...

  • Financial Accountant

    6 days ago

    Toronto, Ontario, Canada Hays Specialist Recruitment Full time

    Hays Specialist Recruitment, a leading recruitment agency, has partnered with a prominent residential developer in the Greater Toronto Area (GTA). We are seeking an experienced Project Accountant to join their team on a contract basis, which may lead to a permanent position. The ideal candidate will be based in Downtown Toronto.The successful candidate will...

  • Financial Operations Transactional Services Specialist

    6 days ago

    Toronto, Ontario, Canada CI Financial Full time

    Job Summary:We are seeking a detail-oriented Financial Operations Transactional Services Specialist to support the day-to-day operations of our financial processing team.

  • Financial Compliance Specialist

    3 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we believe that our work environment should be a safe and inclusive space where everyone has the opportunity to contribute their unique perspective and ideas. We are driven by a commitment to providing individuals and institutions with high-quality investments and advice.Job OverviewWe are currently seeking a Financial Compliance Specialist...

  • Financial Reporting Specialist

    7 days ago

    Old Toronto, Canada Questrade Financial Group Full time

    Job OverviewWe are seeking a highly skilled Financial Reporting Specialist to join our team at Questrade Financial Group. As a key member of our finance department, you will be responsible for leading the preparation and review of financial statements, ensuring accuracy and compliance with regulatory requirements.Key Responsibilities:Prepare consolidated...

  • Digital Financial Security Specialist

    4 weeks ago

    Toronto, Ontario, Canada Float Financial Solutions Inc. Full time

    About FloatAt Float Financial Solutions Inc., we're a customer-obsessed and passionate team that's rethinking how companies access capital, streamline spending, and manage growth. Our innovative platform is backed by world-class investors like Tiger Global and Golden Ventures.We're seeking a talented Digital Financial Security Specialist to join our team and...

  • Financial Transactions Specialist

    4 weeks ago

    Toronto, Ontario, Canada Intact Financial Corporation Full time

    {"About the Role": "We are seeking a skilled Accounting Specialist to join our Financial Transactions team at Intact Financial Corporation. As a member of this team, you will be responsible for various tasks, including analysis, reconciliation, and accounting procedures. Your expertise will be utilized to ensure the accuracy and efficiency of our financial...

  • Tax Reporting and Financial Operations Specialist

    3 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    About the RoleCI Financial is seeking a highly skilled Tax Reporting and Financial Operations Specialist to join our team. As a key member of our financial operations group, you will play a critical role in ensuring the accuracy and compliance of our tax reporting and financial transactions.ResponsibilitiesReview and analyze financial data to ensure accuracy...

  • Financial Security Specialist

    7 days ago

    Toronto, Ontario, Canada Float Financial Solutions Inc. Full time

    At Float Financial Solutions Inc., we're on a mission to simplify finance for Canadian businesses, empowering them to eliminate complexity and unlock new opportunities.We're looking for an experienced Financial Security Specialist to join our team. As a key member of our security team, you will be responsible for protecting our data and platforms from cyber...

  • Financial Operations Fee Processing Specialist

    1 day ago

    Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we're seeking a skilled Financial Operations Fee Processing Specialist to join our team. This role offers the opportunity to work in a fast-paced environment where you'll be responsible for managing and processing financial transactions.About CI FinancialWe're a global wealth management and asset management advisory services firm driven by a...

  • Financial Operations Specialist

    7 days ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Job DescriptionMomentum Financial Services Group is a leading provider of financial services in North America. We are seeking a skilled Financial Operations Specialist to join our team.About the RoleThis role will be a critical member of our global corporate accounting team, managing and recording bank activity, securitization, debt, and intercompany...

  • Senior Financial Data Migration Specialist

    6 days ago

    Toronto, Ontario, Canada IFG - International Financial Group Full time

    IFG - International Financial Group is seeking a highly skilled Senior Financial Data Migration Specialist to lead critical loan data migration and reporting projects. About the Role:We are looking for a seasoned professional with technical expertise in data management, financial reporting skills, and knowledge of IFRS 9 standards to join our team as a...

  • Financial Operations Specialist

    7 days ago

    Old Toronto, Canada CI Financial Company Full time

    About CI Financial CompanyAt CI Financial, we strive to create a work environment that is inclusive and respectful of all individuals. We believe in empowering our employees to take ownership of meaningful work, providing opportunities for growth, and supporting them in doing so.About the RoleWe are seeking a highly organized and detail-oriented Financial...

  • Taxation Specialist, Financial Leadership

    3 weeks ago

    Toronto, Ontario, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we are seeking a highly skilled Taxation Specialist to join our team in a leadership role. This position offers an excellent opportunity for a motivated professional to make a meaningful contribution to our organization's financial success.We are looking for an experienced individual with a Master's degree in taxation or...

  • Financial Operations Associate

    7 days ago

    Toronto, Ontario, Canada CI Financial Full time

    About CI FinancialAt CI Financial, we're committed to creating a workplace where everyone has a voice and feels empowered to take ownership of meaningful work. We believe in fostering an environment that encourages growth, innovation, and collaboration.Job OverviewWe're currently seeking a highly skilled Financial Operations Associate - Fee Processing...

  • Financial Operations Specialist

    3 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    Job SummaryQuestrade Financial Group is committed to helping our customers become more financially successful and secure. We are looking for a skilled Financial Operations Specialist - Transfer Services to join our team.About UsWe are everything a traditional financial institution is not. At Questrade, you will be constantly moving forward, bringing the...

  • Customer Success Specialist

    3 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    Job SummaryWe are seeking a highly motivated and skilled Customer Success Specialist to join our team at CI Financial. In this role, you will be responsible for providing exceptional support to our customers, ensuring they achieve success with our financial planning platform.About the RoleThe ideal candidate will have excellent communication skills, both...

  • Financial Operations Fee Processing Specialist

    2 days ago

    Toronto, Ontario, Canada CI Financial Full time

    About CI FinancialCI Financial is a leading global wealth management and asset management company, dedicated to providing high-quality investments and advice to individuals and institutions.Overview of the RoleWe are seeking an experienced Financial Operations Fee Processing Specialist to join our team. As a key member of our financial processing team, you...

  • Financial Accountant

    6 days ago

    Toronto, Ontario, Canada Hays Specialist Recruitment Full time $40 - $45

    Project Accountant Opportunity in TorontoHays Specialist Recruitment is partnering with a leading residential developer to seek a highly skilled Project Accountant for a 6-month contract position, with potential for permanent conversion.This role offers a unique opportunity to work closely with the Senior Vice President, Accounting and contribute to managing...