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Health Financial Specialist
2 months ago
Aon is seeking a highly skilled Health Financial Specialist to join our team. As a key member of our finance department, you will play a critical role in ensuring the accurate and timely recognition of revenue.
Key Responsibilities- Collaborate with consultants and offshore finance teams to facilitate project and contract setup, ensuring accurate and timely revenue recognition.
- Work with the financial system and contract set-up team to ensure project/contract set-up requests are completed accurately and promptly.
- Follow up on expiring contracts three months in advance with project managers to ensure new client evidence is in place before expiry.
- Coordinate setup for contracts with multi-practice involvement, ensuring compliance with thresholds for separate project/contract line setup.
- Meet with consultants to determine client invoicing requirements every month.
- Review monthly invoices for consultants and work with the Client Invoice Specialist (CIS) to approve them in the system on behalf of the consultants.
- Contribute to reaching Canadian invoicing targets by working with consultants to ensure invoices are sent out by month's end, while ensuring any special client requirements are met.
- Apply revenue recognition criteria to identify if revenue should be recognized and how much at each month-end, based on client evidence available and qualitative information from consultants.
- Reconcile end-of-period actuals by policy vs expected results and apply adjustments as required.
- Act as liaison between consultants and Carriers to resolve and reconcile accounts receivable.
- Provide support in the month-end process by generating journal entries, month-end analysis, and follow-up with consultants to ensure we meet our number.
- 2+ years of experience in project administration, contract management, invoicing.
- Previous experience working for a public company and/or service or consulting industry.
- Experience working in a SOX or heavily compliance-regulated environment.
- Strong MS Office skills, specifically intermediate to advanced Excel skills.
- Working knowledge and familiarity of accounting software systems (Workday, SAP, Oracle); Workday is preferred.
- Strong written and oral communication skills.
- Confirmed analytical capabilities and problem-solving skills.
- Superior organizational skills, strong attention to details.
- Proven ability to handle several priorities and projects simultaneously, and an ability to meet timelines.
- Can-do attitude, proactive, and dynamic individual who thrives in a fast-paced team setting 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.
- English/French bilingualism is a plus, but is not required.
- Post-secondary degree or diploma is required, with preferred emphasis in Finance, Accounting, or related subject area, or equivalent years of proven experience.
Aon is in the business of better decisions. We shape decisions for the better 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.
We offer a comprehensive benefits package, encourage a diverse workforce, and provide a flexible and inclusive work environment. 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 recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working.
