Senior Financial Analyst

Description:

• Timely and accurate preparation, processing, and financial analysis of client billings
• Interpreting contract language and setting up appropriate billing methodologies
• Creating billing journal entries in both Oracle and Dataphile System.
• Collecting, analyzing and explaining variations in client billing trends; and researching and plaining variances in budget vs. actual client revenue.
• Identifying and implementing improvements to existing Management reports and developing new reports as needed.
• Supporting and implementing billing automation, technology enhancements and efficiency projects related to Billing.
• Support approval and processing of clients initiated transactions and service requests
• Delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations.
• Ad-hoc projects and work as needed.

What We’re Looking For:

• Minimum 1-2 years of experience in financial analysis within the financial services/insurance industry (brokerage experience preferred)
• Completion of a 3-year post-secondary program
• Experience in billing is an asset.
• General working knowledge of accounting required.
• Working towards or completion of CSC is an asset.

The Expertise You Bring:

• Superior customer service focus
• Strong attention to detail and sense of accountability to follow-up on issues
• Excellent written and verbal communication skills
• Willingness to take on challenges with a positive attitude
• Highly motivated attitude and eagerness to learn
• Ability to organize and prioritize work load and work under strict deadlines
• Independent decision making and capacity to influence others
• Intermediate/advanced level of MS Excel
• Ability to address and resolve conflicts confidently
• Overtime may be required during month-end period