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Financial Specialist


This is a Contract position in Montreal, QC posted June 8, 2024.


Have you always wanted to be a part of an industry-leading team? Do you want to apply your experience in finance to help empower results for our clients by delivering innovative and effective solutions? This could be the role you've been looking for.


This is a hybrid role with the flexibility to work both virtually and from our Montreal office.


Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over the sponsorship of an employment visa or work permit.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

The Financial Specialist supports our Finance Administration group, in Montreal, QC. You will be primarily responsible for providing administration, financial invoicing, and billing management support to various consultants within our Retirement business.

Contract/Project Set Up and Maintenance:

  • Review client agreements to ensure internal/external audit requirements are met and key financial terms are included;
  • Working with the legacy system Workday to set up projects and contracts with a focus on accurate and timely revenue recognition
  • Monitor contract/project end dates to forecast and reduce the impact on revenue flow;
  • Follow up on expiring contracts three months in advance with the project manager to get new client evidence in place before expiry;
  • Monitor auto-renewing contracts to ensure planned fee increases are implemented (assist with needed documentation of increases); and
  • Coordinate set up for contracts with multi-practice involvement (ensure compliance with thresholds for separate project/contract line set up).

Revenue Recognition and Reconciliation

  • Apply the revenue recognition criteria to reconcile if revenue should be recognized and how much at various month/quarter ends based on the client evidence available and qualitative information from the consultants;
  • Submit volume revenue on behalf of the consultants, before month-end, to ensure complete recognition before books close;
  • Monitor and report revenue variances based on established thresholds to the financial planning and analysis (FP&A) team; and any revenue recognition placed on hold because of unsigned client contracts to the consultants

Invoice Management

  • Monthly meetings with consultants to determine client invoicing requirements; review monthly invoices for consultants and finalize approvals in the system
  • Prepare/update any client-specific invoice attachments;
  • Assist Account Executive in research of forwarded/advanced amounts for quarterly validation;
  • Contribute to reaching the Canadian invoicing targets by ensuring invoices are sent out by month's end and meeting any special client requirements.

Accounts Receivable Management

  • Monitor client Accounts Receivables (AR) and complete any ad hoc requests for the Account Executive; answer client queries on AR balances;
  • Assist the AR team in the application of payments where required; and work with collectors to ensure appropriate client contact is done per the consultant's wishes and client evidence.

How this opportunity is different

Your role as a Wealth Financial Specialist will help the business recognize our results. You are joining a team of client-focused colleagues who strive to deliver the highest level of output keeping in mind internal control compliance and business management. The dedicated team is united as an inclusive, diverse team and passionate about making each other successful.

Skills and experience that will lead to success

  • 1-3 years of experience in project administration, contract management, invoicing/accounts receivables; working for a public company and/or service or consulting industry is preferred;
  • Strong MS Office knowledge; intermediate to advanced Excel skills (i.e. lookups, and pivot tables);
  • Experience working in a SOX environment is a plus; working knowledge and familiarity with accounting software systems (Workday; SAP, Oracle), Workday preferred;
  • Strong written and oral communication skills in both English and French;
  • Proven analytical capabilities and problem-solving skills; organizational skills and strong attention to detail;
  • Experience in running multiple priorities, and projects simultaneously, and an ability to meet timelines;
  • Self-motivated individual and directed with the ability to exercise independent judgment;
  • Can-do approach, proactive and dynamic individual who thrives in a fast-paced team environment and is readily adaptable to changing organizational requirements and willing to own responsibilities and take initiative;
  • Excellent interpersonal skills, ability to partner and collaborate as a team member with global colleagues, within various finance fields.
  • Bachelor’s degree, or equivalent experience, in Finance, Accounting, or a related field
  • Aspiration to professional development including the PMP, CPA

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work… and we are all for it. We call this Smart Working!


Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.


Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.


Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.


We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email