Aon · 2 weeks ago
Financial Analyst (Life & Disability Trusts) Ft. Washington, PA or Chicago, IL
Fort Washington, PA
Full-time
Hybrid
Entry, Mid Level
$52K/yr - $69K/yr
2+ years expAon is in the business of better decisions, and they are seeking a Financial Analyst to support their Affinity Insurance Services group in the AICPA Insurance Trust department. The role involves managing accounts receivable, processing contributions, resolving discrepancies, and ensuring compliance with regulations while identifying opportunities for process improvements.
ConsultingProfessional ServicesRisk Management
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
Qualification
Required
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
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
Company
Aon
Aon is a global provider of risk management, insurance and reinsurance brokerage, human resources solutions, and outsourcing services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.94BKey Investors
Citibank NABerkshire Hathaway
2023-10-24Post Ipo Debt· $1B
2021-05-17Post Ipo Equity· $942.6M
1987-01-01IPO
Leadership Team
Alejandro Galizia
CEO Latin America, AON
Andy Marcell
Global CEO, Risk Capital & Reinsurance Solutions
Recent News
2026-01-24
2026-01-22
Life Insurance International
2026-01-17
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