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C.A. Fortune · 1 week ago

Finance Onboarding Specialist

Chicago, IL

Contract

Hybrid

Entry Level

$52K/yr - $56K/yr

1+ years exp

C.A. Fortune is a leading consumer brands agency that offers comprehensive solutions to clients. They are seeking a Finance Onboarding Specialist who will play a crucial role in the client onboarding process, collaborating with various departments to ensure a seamless experience for new clients and assisting with financial reconciliation tasks.

AdvertisingFood and Beverage

Responsibilities

Take on commission reconciliations on new accounts as assigned by your supervisor, which includes reviewing backup, aligning backup and contents to client contracts and reconciling the payment in Aptean system for duration of onboarding cycle

Assist in creating and maintaining any client facing financial documents that are delivered to the client in the first 6 months of partnership, or during the onboarding process (3 to 6 months)

Emailing our clients regarding outstanding materials to ensure we are receiving all the required documents needed to onboard the client into the Finance/Commissions Department

Gathering and tracking all paperwork and tasks associated with client onboarding through automated project management software (Monday.com)

Research roadblocks instructed by supervisor during the onboarding process that could pose future issues with our commission team and help to resolve

Assist in other ad hoc tasks or special projects assigned by your supervisor

Qualification

Commission reconciliationExcelBusiness-to-Business communicationProject management softwareMultitaskingCultural awarenessOrganizational skillsTime management skillsVerbal communicationWritten communication