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Claims Specialist

2 days ago


Guelph, Ontario, Canada Canlead Solutions Full time

Job Description – Claims Specialist

Reports to: Finance Manager

Summary

Supporting the Program Financial Specialist, the Claims Specialist is responsible for the administration and processing of financial claims in line with government program eligibility, maintaining accurate project reporting and forecasting data, and supporting reconciliation, reporting, and audit activities. This role works closely with applicants, ultimate recipients, and internal stakeholders to ensure claims are processed accurately, efficiently, and in compliance with funding agreements and organizational policies.

Job Related Core Competencies

  • Excellent communication skills both verbal and written
  • Highly organized with the ability to manage multiple priorities and meet strict deadlines
  • Detail-oriented with a high level of accuracy and accountability
  • Capacity to work in a self-directed manner, establish priorities and adhere to strict deadlines
  • Ability to work well independently and in a team setting
  • Demonstrates competence, thoroughness and efficiency of work regardless of volume
  • Demonstrates sound judgment, initiative, and timely decision-making

Job Responsibilities

  • Administer and process all financial claims, including reviewing documentation, requesting additional information, resolving discrepancies, and recording claims in the project tracking files
  • Assist in the preparation of reporting to government funding agencies
  • Ensure all year end files and records are documented/filed accordingly
  • Manage forecast tracking and communicate with claimants regarding actual-to-budget fund usage
  • Review and verify project budgets, signed agreements, and amendments
  • Prepare claims-related spreadsheets, correspondence, and internal documentation
  • Serve as a primary point of contact for claimants regarding claims status and requirements
  • Support with internal and external audit preparation
  • Maintain accurate, audit-ready files and records in accordance with retention policies
  • Contribute to process improvements and complete other operational tasks as required

Job Requirements

  • Minimum bachelor's degree/diploma in business administration or related field required
  • 2+ years of experience in government and/or expense claims processing, finance, accounting, or grants administration preferred
  • Strong attention to detail and ability to take on high volumes of detailed work
  • Experience with Sage300 or Intacct financial systems is considered to be an asset
  • Strong proficiency with databases/CRM systems and Microsoft Excel and Word
  • Solid understanding of financial reconciliation and documentation practices
  • Ability to handle confidential information with discretion
  • Willingness and ability to travel within the province