Financial Services Liaison

The Segal Group, Inc; Toronto; On-site; CAD 60,000 - 75,000; Full time

Job summary

A leading North American consulting firm seeks a Financial Services Liaison to manage billing, collections, and financial reporting. The role involves collaboration with consultants and executive staff to optimize financial processes. Ideal candidates will have significant experience in financial functions and strong communication skills, contributing to the firm's profitability and client satisfaction.

Benefits

Comprehensive benefits package

Defined benefit pension plan

Paid time off including sabbaticals

Tuition reimbursement

Qualifications

• Minimum 3 years of experience in a financial-oriented function.
• Experience in a professional service-oriented environment preferred.
• Strong attention to detail and effective communication skills.

Responsibilities

• Initiate billing and collection efforts critical to profitability.
• Assist with client billing, accounts receivable collection, and reporting.
• Manage the billing system and ensure all procedures are executed.

Skills

Attention to detail

Communication skills

Collaboration

Proficiency in Office 365

Initiative

Tools

PowerBI

Job description

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 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.
• Creates and maintains Excel spreadsheets to track and initiate financial activity.
• Provides assistance to other business operations as needed.
• Communicates effectively and articulately (both written and verbal).

The Requirements :

The ideal candidate will have :

• A minimum of 3 years of experience in a financial-oriented function, involved in administration of relevant processes.
• 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.

Diversity, Equity & Inclusion at Segal :

We recognize that individuals bring a broad range of experience and abilities that go beyond the technical requirements of a job. If your experience and qualifications are close to what you see described here, we encourage you to apply. Diversity of employment, skills, and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans, and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.

About Segal and its Total Rewards Program :

Segal is a privately owned , leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

Segal’s total rewards are part of what makes Segal a special place to work. The current salary range for this position is $60,000 CAD to $75,000 CAD plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, extended health benefits, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave, study days and sabbaticals.

Please Apply :

Segal is the right size, the right organization and…the right move for you! Please apply now.