The Accounting Liaison is a vital member of the team who works closely with leadership and consulting staff to ensure that invoices are paid promptly for consulting work delivered to clients. As part of the team, the candidate will be primarily responsible for billing and collection efforts that are critical to the company’s profitability. The employee will have the opportunity to interact with consultants and executive staff to identify billing opportunities as well as initiate and improve financial processes and activities. In addition to invoicing, the Accounting Liaison will be responsible for maintaining, and operating databases and also ensures that data is correctly stored and retrieved. They will also assist team with compliance related activities.

Key Responsibilities:

Primarily responsible for client billing, accounts receivable collection, new business reporting, report distribution, and collaboration with other staff members to make financial information readily available.
Sets up client accounts and billing parameters according to contract details
Manages the administrative details of client accounts such as changes in fees, services provided, mailing address, etc.
Communicates effectively and articulately (both written and verbal) Works well with direction to meet objectives – demonstrating a strong sense of project ownership.
The Liaison will provide assistance with compliance related activities and database maintenance.

Qualifications

Key Requirements:

Bachelor’s degree in accounting or business-related field or 2+ years of relevant work experience

Experience in accounts receivable/billings, preferably within a service-oriented environment.
Previous experience with Microsoft Dynamics a plus

Skills/Traits
Demonstrates flexibility and the ability to set priorities and work on multiple projects with a high level of professionalism within a fast-paced environment.
Excellent written and verbal communicator; proactive team player; organized and detail-oriented; strong technical/analytical and problem-solving skills; attention to details; takes initiative to focus on quality (accuracy is critical in billing)

Diversity, Equity & Inclusion at Segal:
We recognize that individuals bring a broad range of experience, abilities and reward expectations that may fall outside the stated requirements of this job. If your overall experience and qualifications warrant consideration for this or other similar positions, we encourage you to apply. Diversity of employment, skills and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.

About Segal and its Total Rewards Program:
Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

Segal’s total rewards are part of what makes us a special place to work. The current salary range for this position is $54,000 to $65,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k) profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.

Please Apply…

Segal is the right size, the right organization and…the right move for you! Please apply now.

Primary Location: US-NY-New York

Job: Consulting - Investment Services

Organization: Segal Marco Advisors

Schedule: Regular

Regular Employee

Employee Status: Entry Level

Job Type: Full-time

Travel: No

Job Posting: Feb 20, 2025, 2:54:01 PM

The Segal Group, Inc.

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