Health Financial Specialist

Aon; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading company in the insurance industry seeks a Health Financial Specialist in Montreal. This hybrid role involves project administration, contract management, and invoicing. Join a collaborative team focused on delivering high-quality results while ensuring compliance. Ideal candidates have strong analytical and communication skills, along with a background in finance or accounting. Aon values diversity and offers a supportive work environment with flexible working options.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Flexible working style solutions

Qualifications

• 2+ years of experience in project administration, contract management, invoicing.
• Experience in a SOX or heavily compliance-regulated environment.

Responsibilities

• Collaborating with consultants and finance team for project setup.
• Applying revenue recognition criteria and reconciling accounts receivable.
• Generating journal entries and month-end analysis.

Skills

Project Administration

Contract Management

Invoicing

Analytical Capabilities

Problem Solving

Communication

Organizational Skills

Team Collaboration

Education

Post-secondary degree or diploma

Tools

Excel

Workday

SAP

Oracle

Job description

Do you thrive in a fast-paced, high-change environment? Do you love to be the point person for your colleagues when they have questions? If you have ever wondered about building a career in the insurance industry, this could be a phenomenal opportunity! The team is collaborative, goal-oriented and fun to work with.

This is a hybrid role with the flexibility to work both virtually and from our Montreal or Vancouver offices.

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

Aon is in the business of better decisions

At Aon, 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.

What the day will look like :

Contract / Project Set Up and Maintenance

• Collaborating closely between the consultants and the offshore finance team to facilitate project and contract setup with a focus on accurate and timely revenue recognition;
• Working with the financial system and the contract set-up team to ensure project / contract set-up requests are completed accurately and promptly, and to speak on the consultants’ behalf for any issues that may arise during the process;
• Following up on expiring contracts three months in advance with the project manager to get new client evidence in place before expiry; and
• Coordinating setup for contracts with multi-practice involvement while ensuring compliance with thresholds for separate project / contract line setup
• Meeting with consultants to determine client invoicing requirements every month;
• Reviewing monthly invoices for consultants and working with the Client Invoice Specialist (CIS) to approve them in the system on behalf of the consultants
• Contributing to reaching the Canadian invoicing targets by working with the consultants to ensure invoices are sent out by month's end while ensuring any special client requirements are met.
• Learning and developing with the team to provide different analyses to help understand business performance

Revenue Recognition and Reconciliation

• Applying the revenue recognition criteria identifying if revenue should be recognized and how much at each month-end based on the client evidence available and qualitative information from the consultants;
• Reconciling end-of-period actuals by policy vs expected results and applying adjustments as required.
• Acting as liaison between consultants and Carriers to resolve and reconcile accounts receivable
• Providing support in the month-end process by generating journal entries, month-end analysis and follow-up with consultants to make sure we meet our number;

How this opportunity is different

Your role as a Health Financial Specialist will help the business recognize our results. You are joining a team of client-focused colleagues who strive to deliver the highest level of output keeping in mind internal control compliance and business management. The dedicated team is united as an inclusive, diverse team and passionate about making each other successful.

Skills and experience that will lead to success

• 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 (i.e. lookups, and pivot tables);
• 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; and
• 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

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, 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 recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

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Financial Specialist • Montreal, Quebec, Canada