duty focused professional - Aurora - beBeeClientRelationships

    beBeeClientRelationships
    beBeeClientRelationships Aurora

    1 hour ago

    Job title: Financial Consultant II

    Description

    Job Description

    We are seeking a highly skilled Financial Consultant II to join our team.



    • The Financial Consultant will be responsible for providing financial support to multiple National Accounts clients.

    • This includes developing and completing customer financial reports, identifying reporting needs, data and trend analysis, and effectively communicating results to meet client needs.

    • The consultant will also be responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure accurate timely billing. Additionally, they will prepare year-end financial accounting ERISA reporting for clients validate monthly revenue projections data integrity monitor key financial parameters of internal management reporting identify discrepancies trends results that impact Customer Unit financial objectives participate in client meetings prepares materials as needed participates in client account audits actively engages strategic planning process focuses on identifying efficiency gains customer or internal processes.  

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