Aon is looking for a Bilingual Client Invoicing Specialist (CIS) - Montreal Order to Cash team.
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our finance business group at Aon Montreal.
The Client Invoicing Specialist is the pivotal link between Aon’s business operations and Aon’s financial policies. The CIS is charged with providing exceptional customer service and financial administration while supporting established financial policies. This role will be aligned with a specific client portfolio. The primary focus of this role is to support the client level revenue and invoicing processes. The person in this role will be responsible for following established policies, processes and procedures and applying specific knowledge and experience to gather, analyze and communicate client information and financial results.
Serve as the primary resource for questions & concerns related to financial policies, and procedures.
Grow and maintain knowledge of client specific contract terms & services.
Timely submission of monthly revenue and invoicing.
Timely submission of client contract requests
Regularly consult with client team members to resolve data conflicts.
Review, identify and resolve ad-hoc queries.
Client Account Management
Function as the primary point of contact relating to the OTC revenue processes
Function as the primary point of contact relating to the OTC invoicing processes
Analyze and report on client level project information.
Provide client support to Aon’s financial and business managers.
Participate in order to cash (OTC) specific project teams
Understand Aon client agreements and apply understanding to the revenue processes.
Work with appropriate business partners to ensure the accuracy and integrity of client source data.
Review calculations for revenue uploads and revenue plan creation in accordance with policy.
Contract level revenue plan setup
Coordination of Workflow tasks and accountability with business partners to process a completed client invoice
Review and validate invoice before submitting for approval
Contract level Bill plan setup.
Work with Aon’s CST team in order to set up client specific contracts in Workday.
Review & analyze client contracts in order to determine accuracy of set up.
Perform contract amendments as requested by the business
2-4 years of related functional experience
Strong knowledge of Excel and the Windows environment
Prior experience working with tight deadlines
Demonstrated responsibility for accuracy and timeliness of work performed
Demonstrated initiative, teamwork and organizational skills
Knowledge of Workday platform is an asset
Required Behavioral Competencies
Strong Communication Skills
Great Customer Service & Delivery
Strong work ethic
Ability to be Flexible & Adaptable to change
Demonstrated ability to work independently and effectively within a matrix style organization
Demonstrated ability to work within a team environment
Demonstrated ability to prioritize and multi-task
Demonstrated ability to deliver high quality, accurate work within tight deadlines
Demonstrated ability to work in a changing and developing environment, and to build the role
Demonstrated ability to understand and follow standard policies, processes and procedures
DEC / certificate in finance, accounting, or other related business field OR
University Bachelor’s degree in accounting, finance or other related fields
We offer you
A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
Our Colleague Experience:
From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.
Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
By applying for a position with Aon, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Aon's employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check regarding criminal offence in connection with the position offered, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.
Aon is committed to a diverse workforce as an Employment Equity employer (Women, People with Disabilities, Aboriginal Peoples, and Visible Minorities).
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.