Retirement Finance Specialist?/hybrid
Position: Retirement Finance Specialist (hybrid/Dallas, TX)
Do you have a strong finance background? Do you have great math, organizational and Excel skills? We would love to have you join our outstanding team!
This is a hybrid role with the flexibility to work both virtually and from our Dallas, TX 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:
Draft initial contracts using existing templates.
Supervise auto-renewing contracts to ensure planned fee increases are implemented (assist with needed documentation of increases).
Ensure project naming conventions are used (indicate ongoing vs. single year contracts).
Consistent use of departments, products, and activity types (based on provided guidance).
Ensure projects without contracts are connected to a client.
Maintain the project team list (if "enforce teams" option is used).
Build and maintain summary of each client contract (for reference).
Build revenue plan, billing plan, and all other contract attributes ensuring accuracy (using available reporting).
Compare AR terms in contract to invoice set up & confirm invoice contact is correct at set up.
Monitor revenue by contract based on internal thresholds & revenue delayed by unsigned contracts.
Prepare/update any client specific invoice attachments.
How this opportunity is different:
As a Retirement Finance Specialist, you will work closely with Project Managers and other teammates to help organize projects and help our clients receive the best service. Collaborative efforts include:
Meeting with project manager to determine invoicing/project requirements.
Reviewing fee support drafted by Project Manager and confirming revenue submission.
Supervising contract/project end dates and reporting in advance on expiring contracts to the project manager.
Creating and ensuring accuracy of monthly invoices for project managers.
Distributing project numbers to team and updating project status for prior year projects upon completion of work.
Coordinating set up for contracts with multi-practice involvement (ensuring compliance with thresholds for separate project/contract line set up).
Following up with colleagues that need to correct time submissions.
Skills and experience that will lead to success:
Ability to analyze and resolve financial issues.
Strong Excel skills (lookups, pivot tables, intermediate functions).
Strong written and oral communication skills.
Ability to partner and collaborate with colleagues across the globe and within various finance fields.
Appreciation of Sarbanes Oxley requirements.
High-reaching, strong teammate, willing to own responsibilities and take initiative.
Preferred Experience:
Solid understanding of Workday.
Education:
Bachelors degree in Finance and Accounting or up to 3 years equivalent years of proven experience.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $60,000-$63,000 annually. The actual salary will vary based on applicants education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicants geographic location.
How we support our colleagues:
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aons discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance;
optional personal insurance policies, adoption assistance, tuition
Apply Now
Do you have a strong finance background? Do you have great math, organizational and Excel skills? We would love to have you join our outstanding team!
This is a hybrid role with the flexibility to work both virtually and from our Dallas, TX 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:
Draft initial contracts using existing templates.
Supervise auto-renewing contracts to ensure planned fee increases are implemented (assist with needed documentation of increases).
Ensure project naming conventions are used (indicate ongoing vs. single year contracts).
Consistent use of departments, products, and activity types (based on provided guidance).
Ensure projects without contracts are connected to a client.
Maintain the project team list (if "enforce teams" option is used).
Build and maintain summary of each client contract (for reference).
Build revenue plan, billing plan, and all other contract attributes ensuring accuracy (using available reporting).
Compare AR terms in contract to invoice set up & confirm invoice contact is correct at set up.
Monitor revenue by contract based on internal thresholds & revenue delayed by unsigned contracts.
Prepare/update any client specific invoice attachments.
How this opportunity is different:
As a Retirement Finance Specialist, you will work closely with Project Managers and other teammates to help organize projects and help our clients receive the best service. Collaborative efforts include:
Meeting with project manager to determine invoicing/project requirements.
Reviewing fee support drafted by Project Manager and confirming revenue submission.
Supervising contract/project end dates and reporting in advance on expiring contracts to the project manager.
Creating and ensuring accuracy of monthly invoices for project managers.
Distributing project numbers to team and updating project status for prior year projects upon completion of work.
Coordinating set up for contracts with multi-practice involvement (ensuring compliance with thresholds for separate project/contract line set up).
Following up with colleagues that need to correct time submissions.
Skills and experience that will lead to success:
Ability to analyze and resolve financial issues.
Strong Excel skills (lookups, pivot tables, intermediate functions).
Strong written and oral communication skills.
Ability to partner and collaborate with colleagues across the globe and within various finance fields.
Appreciation of Sarbanes Oxley requirements.
High-reaching, strong teammate, willing to own responsibilities and take initiative.
Preferred Experience:
Solid understanding of Workday.
Education:
Bachelors degree in Finance and Accounting or up to 3 years equivalent years of proven experience.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $60,000-$63,000 annually. The actual salary will vary based on applicants education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicants geographic location.
How we support our colleagues:
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aons discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance;
optional personal insurance policies, adoption assistance, tuition
Apply Now