Finance Onboarding Specialist
About The Position
Onboarding is a crucial point in the client journey at C.A. Fortune. In many cases, it determines whether a client stays or leaves. For the finance team, our dedicated onboarding specialist is, therefore, a vital part of the onboarding team, working with client success, order entry and other cross-functions to ensure a seamless experience for our clients. We are looking for a dedicated onboarding specialist to join our Finance Onboarding Team. This role will work in collaboration with multiple departments across the organization to help organize and contribute to the financial onboarding process for new clients signing on with our company. The responsibilities of the Onboarding Specialist include, but are not limited to, supporting the Finance Onboarding Supervisor during the onboarding process, reconciling commissions received by clients in the onboarding cycle and assisting with projects and tasks assigned by their supervisor. Location: Hybrid - 3 days in office; Chicago, IL Salary range $52,000 - $56,000 based on experience, qualifications and skills. At C.A. we’re not looking for perfection, just people that want to commit to a us and grow their careers long-term. We are on a mission to build better brands that inspire healthier lifestyles for consumers and their families. If you’re looking for a sign to apply, here it is!
Requirements
- Bachelor’s Degree
- Commission analysis and commission reconciliation experience
- Experience with Business-to-Business written communication
- Intermediate knowledge of Excel
- Good verbal and written communication skills
- Strong organizational and time management skills
- Strong ability to multitask
Nice To Haves
- 1+ years of CPG experience
- Experience in Reconciliation
- Experience with Aptean (also referred to GenWeb or AFS)
- Monday.com
Responsibilities
- Take on commission reconciliations on new accounts as assigned by your supervisor, which includes reviewing backup, aligning backup and contents to client contracts and reconciling the payment in Aptean system for duration of onboarding cycle.
- Assist in creating and maintaining any client facing financial documents that are delivered to the client in the first 6 months of partnership, or during the onboarding process (3 to 6 months).
- Emailing our clients regarding outstanding materials to ensure we are receiving all the required documents needed to onboard the client into the Finance/Commissions Department.
- Gathering and tracking all paperwork and tasks associated with client onboarding through automated project management software (Monday.com).
- Research roadblocks instructed by supervisor during the onboarding process that could pose future issues with our commission team and help to resolve.
- Assist in other ad hoc tasks or special projects assigned by your supervisor.
Benefits
- PTO & Sick Days
- 11 paid company holidays per year
- 2 paid volunteer days per year
- Bonus eligible
- 3 months fully paid parental leave (regardless of gender)
- Medical, dental, and vision
- Paid company life insurance
- 401k with company match
- Summer hours (half day Fridays from Memorial Day thru Labor Day)
- Work from home flexibility
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
11-50 employees
