Segal Looking for Accounting Liaison at Chicago, Illinois Full Time

For nearly 80 years, Segal has been providing employee benefits, retirement plan investment advisory and human resources consulting for multiemployer trust funds, corporations and public sector organizations. Segal is an independent, privately and employee-owned firm. Our independence allows us to provide unbiased consulting services for our clients. Headquartered in New York City, Segal has offices throughout the United States and in Canada. We are a smaller organization that provides a more intense and broader exposure for development purposes within a culture that is highly collegial and team-oriented. You will work with colleagues who are smart, professional, talented and…nice people. We offer a competitive pay and benefits package that includes a defined benefit and matching 401(k) retirement plans.

The Financial Services 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. Financial Services Liaison is member of the United Food & Commercial Workers Union, Local 881.

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.
• Demonstrates flexibility and the ability to set priorities and work on multiple projects with a high level of professionalism within a fast-paced environment.
• 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, when necessary, to all functions of the business.

Job Requirements:

Key Requirements:

• Academic:
  Associates degree in accounting or in related field.

• Years of experience:
  0-2 years of relevant work experience. Previous experience with Microsoft Dynamics preferred.

• Work experience:
  Experience in accounts receivable, preferably within a service-oriented environment. Billing system management: coordinating billing processes, ensuring delivery to appropriate end-users.

Skills/Traits
Excellent written and verbal communicator; cooperation, collaboration, and 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); ability to analyze, create and present data in written format; ability over time, to apply learning to incrementally complex problems.

Diversity and Inclusion at Segal:

At Segal, we are committed to a culture of diversity and inclusiveness, as demonstrated through our recruitment, retention and employee development programs. We maintain an environment that respects and builds on the assets and talents of each person, valuing their differences. We also engage in good faith efforts to maintain an environment free from discrimination and harassment in strict compliance with applicable laws, and consider all qualified candidates for employment without regard to their race/ethnicity, national origin, color, religion, gender, sexual orientation, gender identity or expression, age, disability or medical condition, protected veteran or military status, criminal record history, marital status, or status in any group or class protected by applicable federal, state or local law. We also engage in affirmative action to employ and advance in employment qualified women, minorities, disabled individuals and protected veterans. Maintaining a diverse and inclusive workforce is a win/win, and provides Segal with the opportunity to leverage our top talent to provide innovative solutions to our clients.