Financial Services Liaison

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

Job summary

An established industry player is seeking a Financial Services Liaison to enhance revenue processes and client billing. This role involves collaborating with consultants to optimize financial operations and ensure timely billing and collections. The ideal candidate will thrive in a fast-paced environment, demonstrating strong organizational skills and attention to detail. With a commitment to diversity and inclusion, this forward-thinking firm offers a supportive workplace where your contributions will make a significant impact. Join a team that values innovation and excellence in financial services.

Benefits

Defined Benefit Pension Plan

Extended Health Benefits

Dental Benefits

Life Insurance

Disability Insurance

Employee Assistance Program

Wellness Benefit Reimbursements

Professional Credential Reimbursement

Comprehensive Paid Time Off

Qualifications

• Minimum 3 years in a financial-oriented role with strong administrative skills.
• Proficiency in Office 365, especially Word, Excel, and Outlook.

Responsibilities

• Assist with client billing, accounts receivable, and financial reporting.
• Manage billing systems and maintain client project information.

Skills

Financial Reporting

Client Billing

Accounts Receivable

Excel Spreadsheets

Communication Skills

Multi-tasking

Attention to Detail

Education

Undergraduate Degree in Mathematics

Undergraduate Degree in Accounting

Undergraduate Degree in Finance

Tools

Office 365

PowerBI

Job 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:

1. 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.
2. Report distribution, accounts payable processing, and collaboration with staff members to make financial information readily available.
3. Work well under direction and tight deadlines – demonstrating a strong sense of project ownership and commitment to meeting desired project outcomes within defined deadlines.
4. Demonstrate flexibility and the ability to multi-task and set priorities within a fast-paced environment.
5. Handle confidential and sensitive client information in an appropriate manner and bring anomalies to the attention of appropriate staff members and manager.
6. Manage the billing system: coordinate internal client billing processes to ensure all procedures are executed accordingly.
7. Create and maintain Excel spreadsheets to track and initiate financial activity.
8. Provide assistance to other business operations as needed.
9. Communicate effectively and articulately (both written and verbal).

The Requirements:

The ideal candidate will have:

1. A minimum of 3 years of experience in a financial-oriented function, involved in administration of relevant processes.
2. An undergraduate degree in Mathematics, Accounting or Finance, preferred.
3. Professional service-oriented environment experience is preferred.
4. Proficiency in use of Office 365 with an emphasis on Word, Excel, and Outlook.
5. Experience with PowerBI is a plus.
6. Collaborative and proactive team player with strong attention to detail, proofreading, and editing skills.
7. Organized and detail-oriented; takes initiative to focus on accuracy and quality of own work products.
8. Effective team player; cooperative and collaborative in all interactions with others.
9. Strives for continual self-development; demonstrates ability to apply new learning on the job and evolve to more complex work.

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.