Job Description

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Job Title : Project Financial Specialist - Retirement Consulting Practice.

This is a hybrid role with the flexibility to work both virtually and from our office.

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:

• Review client agreements before they go to the client to ensure internal/external audit requirements are met and key financial terms are included;
• Working with the legacy system Workday to set up projects and contracts with a focus on accurate and timely revenue recognition
• Monitor contract/project end dates to forecast and reduce impact on revenue flow;
• Follow up on expiring contracts three months in advance with project manager to get new client evidence in place before expiry;
• Monitor auto-renewing contracts to ensure planned fee increases are implemented (assist with needed documentation of increases); and
• Coordinate set up for contracts with multi-practice involvement (ensure compliance with thresholds for separate project/contract line set up).

Revenue Recognition and Reconciliation

• Apply the revenue recognition criteria to reconcile if revenue should be recognized and how much at various month/quarter ends based on the client evidence available and qualitative information from the consultants;
• Submit volume revenue prior to month end deadlines on behalf of the consultants to ensure full and complete recognition before books close;
• Monitor and report revenue variances based on established thresholds to the financial planning and analysis (FP&A) team; and
• Monitor and report to the consultants any revenue recognition placed on hold because of unsigned client contracts.

Invoice Management

• Meet with consultants to determine client invoicing requirements on a monthly basis;
• Prepare/update any client specific invoice attachments;
• Assist Account Executive in research of forwarded/advanced amounts for quarterly validation;
• Review monthly invoices for consultants and approve in the system on behalf of the consultants
• Contribute to reaching the Canadian invoicing targets by working with consultants to ensure invoices are sent out by month end while ensuring any special client requirements are met.

Accounts Receivable Management

• Monitor client Accounts Receivables (AR) and complete any ad hoc requests for the Account Executive; answer client queries on AR balances;
• Assist AR team in application of payments where required; and
• Work with collectors to ensure appropriate client contact is done in accordance with consultants wishes and client evidence.

How this opportunity is different

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting the Aon Retirement Consulting Practice, in Western Canada (Saskatoon - Calgary - Winnipeg - Vancouver - Regina).

Skills and experience that will lead to success

• Minimum of 1-3 years of experience in project administration, contract management, invoicing/accounts receivables;
• It is preferred to have previous experience working for a public company and/or service or consulting industry;
• Experience working in a SOX environment;
• Strong MS Office skills set; Intermediate to Advance Excel skills (i.e. lookups, and pivot tables) ;
• Working knowledge and familiarity of accounting software systems (PeopleSoft, SAP, Oracle), PeopleSoft is preferred;
• Strong written and oral communication skills;
• Proven analytical capabilities and problem solving skills;
• Superior organizational skills, strong attention to details;
• Must have experience in managing multiple priorities, and projects simultaneously, and an ability to meet deadlines;
• Self-motivated individual and directed with the ability to exercise independent judgment;
• Can-do attitude, proactive and dynamic individual who thrives in a fast-paced team environment 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 colleagues across the globe, within various finance disciplines.

Education:

• Bachelor's degree is required, with preferred emphasis in Finance, Accounting, or related discipline, or equivalent years of industry experience

• Aspiration to professional development including the PMP, CPA .

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!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

NB. Dependant on regional requirements, please include specific benefits where applicable and relevant accommodation criteria and enhanced equal opportunities statement.

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