Financial Analyst (Life & Disability Trusts)

Financial Analyst - AICPA Life and Disability Insurance Trusts (hybrid in Ft. Washington, PA, or Chicago, IL)

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.

What the day will look like

• 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.

How this opportunity is different

Aon stands out in the industry by offering unparalleled expertise and innovative solutions tailored to the needs of CPAs. The AICPA Member Insurance Programs empower CPAs to effectively manage risk both professionally and personally. This role will assist with delivering the best possible experience to our CPAs and their families by ensuring their policies are billed and receivables are applied with accuracy while also contributing to overall team projects and needs.

Skills and experience that will lead to success

• 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.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well. 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.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities 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, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws: Sample Language for all U.S. Postings

The salary range for this position (intended for U.S. applicants) is $52,000 to $69,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

A summary of all the benefits offered for this position:

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 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, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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