Financial Analyst (Life & Disability Trusts)- Fort Washington, PA

Aon Corporation • Fort Washington, PA

1d • Hybrid

About The Position

We currently have an exciting career opportunity for a Financial Analyst on our team. We are looking for a motivated self-starter with the drive to succeed and grow. This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Trust department. 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 team and we are passionate about helping our colleagues and clients succeed.

Requirements

• 2-4 years of experience required.
• Accounting and/or Financial Analytics is required (internship or work experience).
• Excellent verbal and written communication skills for interacting with finance colleagues, customer service representatives, upper management and IT partners.
• Ability to prioritize tasks, manage workload, and meet deadlines for SLA’s, financial close and reporting requirements.
• High level of attention and accuracy in processing payments, preparing reports and entering adjustments.
• Aptitude for identifying inefficiencies in billing and receivables processes and recommending enhancements.
• Ability to train and support colleagues to maximize efficiency and engagement.
• High proficiency in Microsoft Excel and the use of formulas including pivot tables and v-lookups.

Responsibilities

• Review, reconcile, and maintain accounts receivable customer and financial ledgers on a daily basis.
• Process and apply contribution payments from policyholders and firm administrators, ensuring timely and accurate posting to policy accounts.
• Investigate and resolve discrepancies or issues related to unapplied cash, credits, or billing.
• Coordinate and manage the monthly billing process for both Trusts ensuring SLA metrics are met.
• Collaborate with customer service, IT and finance teams to address policyholder inquiries and resolve billing or payment disputes.
• Manage the workflow queue to ensure all cash transfers, billing mode changes and reinstatements are processed accurately and timely.
• Support audit requests by providing documentation and explanations for contribution receivables and reconciliations.
• Ensure compliance with industry regulations, company policies, and accounting standards in all accounts receivable activities.
• Identify and recommend opportunities for process improvements in contribution collection, cash application, and reconciliation procedures.
• Provide guidance and training to offshore colleagues on billing, receivables management and all related systems; become the Subject Matter Expert to effectively manage the process from end to end.

Benefits

• a 401(k) savings plan with employer contributions
• an employee stock purchase plan
• consideration for long-term incentive awards at Aon’s 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 assistance
• commuter benefits
• an employee assistance program that includes free counseling sessions
• two “Global Wellbeing Days” each year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed