Aon Is Looking For a Finance Specialist
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Retirement & Investment Consulting business in Waltham, MA
Monitor contract/project end dates
Follow up on expiring contracts in advance with project manager
Draft initial contract based on prior year scope and any overall increases/changes to terms (using existing templates)
Monitor auto-renewing contracts to ensure planned fee increases are implemented (assist with needed documentation of increases)
Meet with project manager to determine invoicing/project requirements
Complete project request form 2 weeks before prior contract expires
Ensure projects without contracts are connected to a client
Maintain the project team list (if "enforce teams" option is utilized)
Distribute project numbers to team
Update project status for prior year projects upon completion of work (ensure time is not recorded after completion)
Create and maintain summary of each client contract (for reference)
Complete contract request forms and track processing
Coordinate set up for contracts with multi-practice involvement (ensure compliance with thresholds for separate project/contract line set up)
Ensure all projects are connected to the correct contract
Review revenue plan, billing plan, and all other contract attributes after completion by Client Financial Analysts (CFA) to ensure accuracy (using available reporting)
Compare AR terms in contract to invoice set up
Confirm invoice contact is correct at set up
Follow up with colleagues that need to correct time submissions
Review fee support drafted by Project Manager and confirm revenue submission
Ensure updates to revenue and billing plans are made, as needed
Monitor revenue by contract based on internal thresholds
Monitor revenue delayed by unsigned contracts
Review monthly invoices for project managers
Prepare/update any client specific invoice attachments
Work with CFA to ensure invoice accuracy before sending to project manager for final approval
Handle client specific issues (such as purchase orders, etc.)
Demonstrated proficiency in using computer systems and programs
Ability to read and interpret complex documents
General math skills
Ability to work independently
Attention to detail
We offer you
A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
Our Colleague Experience
From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.
Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
By applying for a position with Aon, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Aon's employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.
Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.