Financial Coordinator

Marsh McLennan; Irvine (CA); Hybrid; USD 56,000 - 112,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K savings plan

Employee assistance programs

Job summary

Mercer seeks a Financial Coordinator to manage end-to-end client invoicing, monitor accounts receivable, and ensure accurate cash application to invoices. This role drives timely delivery and payment to reduce DRO while improving client satisfaction.

You will onboard clients with accurate setup, renewals, and coding validation, maintain internal billing records, coordinate with account teams and AP, and foster relationships to speed up collections. Hybrid US-based role with a competitive package.

Qualifications

• Up to 2 years proven experience in client invoicing or a similar role.
• Ability to execute invoicing instructions precisely.
• Strong understanding of financial processes and billing principles.
• Proficiency in using billing systems and Mercer tools to complete tasks.
• Excellent attention to detail and ability to organize across several client accounts.

Responsibilities

• Manage end-to-end billing process to include distributing billing reports to client teams, preparing client invoices, processing planned and unplanned investments, reconciling charges vs. project budgets.

Skills

Billing systems

Financial processes

Attention to detail

Analytical skills

Communication skills

Relationship building

Tools

Mercer tools

Billing software

Job description

Company:

Mercer

Description:

Financial Coordinator Role

Mercer has an exciting opportunityfor a Financial Coordinator position.

What can you expect?

• The Financial Coordinator roleis responsible for managing the end-to-end client invoicing process including monitoring the collection of outstandingAccountsReceivable (AR)and the application of cash to correct invoices.

• This rolewill drive consistency, accuracy,timelydeliveryand payment of client invoices with the goal of decreasing Days Receivable Outstanding DRO while improving client satisfaction.

What is in it for you?

• We are the global leader in health and benefits. We deliver innovative solutions that address the health and wellness needs of our clients and their employees.

• Work for a global company that embraces cultural diversity.

• Excellent growth/advancementopportunity.

We will count on you to:

• Manage end-to-end billingprocessto include distributing billing reports to client teams, preparing client invoices, processing planned and unplanned investments, resolving remaining Work in Progress (WIP).

• Be proficient in client onboarding ensuringaccurateset-up,renewaland validation of billing/project codes. Liaise with stakeholders to ensure proper documentation is attached to eachcodeand planned investments are set up at the onset of a project.

• Maintain internal database tracking monthly charges, client invoices, third-party or vendor invoices, project budgets,investmentsand reconciliation of charges vs. project budget.

• Ensuretimelycollection of outstanding invoices, coordinate effort between account teams and client teams to process invoices by due dates to improve DRO and minimize fee adjustments. Research issues, missingdataand request updates as needed.

• Identifyand develop relationships with internal client contact and external client Accounts Payable (AP) contacts tofacilitatemore effective collections andtimelypayment of invoices.

What you need to have:

• Up to 2yearsproven experience in client invoicing or a similar role.

• Accurately and effectivelyexecute oninvoicinginstructions fromclient teams.

• Strong understanding of financial processesandbilling principles.

• Proficiencyin using billing systems and other Mercer tools and resources to complete tasks.

• Excellent attention to detail and ability to organize across several client accounts.

What makes you stand out?

• Strong analytical and problem-solving skills.

• Excellent verbal and written communication and interpersonal skills to collaborate and build relationships with internal and external stakeholders.

• Ability to prioritize tasks, meet deadlines, and work in a fast-paced environment.

• Strong discipline and time managementskillsto ensuretimelyandaccurateinvoicing of clients.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

The applicable base salary range for this role is $56,200 to $112,300.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.