Financial Services Liaison

3 weeks ago

Toronto, Canada Segal Full time

Description

The Opportunity:

The Financial Services Liaison is responsible for revenue accrual, client billing, reporting new business and fee renewals, maintaining client project information, collections, preparing and distributing financial reports, monitoring time charges, and responding to requests and questions regarding financial information. In addition to providing support to our team in Canada, this position provides support to some East, special practice, and company-wide projects as needed.

The Role:

As part of the team, the incumbent will initiate the billing and collection efforts that are critical to the Region's profitability. The incumbent will have the opportunity to interact with consultants and executive staff to identify billing opportunities as well as initiate and improve financial processes and procedures.

Responsibilities include, but are not limited to: assists the Financial Services Coordinators and consulting staff with client billing, accounts receivable collection, new business reporting and fee renewals and creating client project information in our financial system, report distribution, accounts payable processing, and the collaboration with staff members to make financial information readily available; works well under direction and tight deadlines – demonstrating a strong sense of project ownership and commitment to meeting desired project outcomes within defined deadlines; demonstrates flexibility and the ability to multi-task and set priorities within a fast-paced environment; handles confidential and sensitive client information in an appropriate manner and brings anomalies to the attention of appropriate staff members and manager; manages the billing system: coordinates internal client billing processes to ensure all procedures are executed accordingly. This includes tracking and accounting for all commission revenue payable by our clients. Creates and maintains Excel spreadsheets to track and initiate financial activity is a key responsibility; provides assistance to other business operations as needed; communicates effectively and articulately (both written and verbal).

Qualifications

The Requirements:

The ideal candidate will have: a minimum of 5-7 years of experience in a financial-oriented function, involved in administration of relevant processes; undergraduate degree in Mathematics, Accounting or Finance, preferred; professional service-oriented environment experience is preferred; proficiency in use of Office 365 with an emphasis on Word, Excel, and Outlook; experience with PowerBI is a plus; collaborative and proactive team player; strong attention to detail, proofreading, and editing skills, organized and detail-oriented; takes initiative to focus on accuracy and quality of own work products; effective team player; cooperative and collaborative in all interactions with others; strives for continual self-development; demonstrates ability to apply new learning on the job and evolve to more complex work. Billing system management: coordinate/initiate billing process, ensure delivery to appropriate consultants; effective writing and verbal communication skills.

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