Retirement Business Operations Specialist

Profile

Aon Is Looking for a Retirement Business Operations Specialist As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Wealth Solutions practice business group.  The location for this role is Lincolnshire, IL, Chicago, IL or Atlanta, GA. Your Impact as a Retirement Business Operations Specialist Job Responsibilities:Monitor contract/project end datesFollow up on expiring contracts in advance with project managerDraft initial contract based on prior year scope and any overall increases/changes to terms (using existing templates)Monitor auto-renewing contracts to ensure planned fee increases are implemented (assist with needed documentation of increases)Meet with project manager to determine invoicing/project requirementsComplete project request prior contract expiresEnsure project naming conventions are used (indicate ongoing vs. single year contracts)Consistent use of departments, products, and activity types (based on provided guidance)Ensure projects without contracts are connected to a clientMaintain the project team list (if \enforce teams\ option is utilized)Distribute project numbers to teamUpdate project status for prior year projects upon completion of work (ensure time is not recorded after completion)Create and maintain summary of each client contract (for reference)Complete contract requests within WorkdayCoordinate set up for contracts with multi-practice involvement (ensure compliance with thresholds for separate project/contract line set up)Ensure all projects are connected to the correct contractCreate revenue plan, billing plan, and all other contract attributes ensuring accuracy (using available reporting)Compare AR terms in contract to invoice set upConfirm invoice contact is correct at set upFollow up with colleagues that need to correct time submissionsReview fee support drafted by Project Manager and confirm revenue submissionEnsure updates to revenue and billing plans are made, as neededMonitor revenue by contract based on internal thresholdsMonitor revenue delayed by unsigned contractsCreate monthly invoices for project managers, ensuring accuracy before sending to project manager for approvalPrepare/update any client specific invoice attachmentsHandle client specific issues (such as purchase orders, etc.)  You Bring Knowledge and Expertise Required Experience:Ability to analyze and resolve financial issuesStrong Excel skills (lookups, pivot tables, intermediate functions)Strong written and oral communication skillsAbility to partner and collaborate with colleagues across the globe and within various finance disciplinesAppreciation of Sarbanes Oxley requirementsAmbitious, strong team player, willing to own responsibilities and take initiative Preferred Experience:Working knowledge of Workday Education:Bachelor’s degree in Bachelor’s degree in Finance and Accounting or up to 3 years equivalent years of industry experience. We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.  Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.    About AonAon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. By applying for a position with Aon, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Aon's employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test.  You will be notified during the hiring process which checks are required by the position. United States: Aon provides equal employment opportunities (EEO) 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, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer.Canada:  Aon is committed to a diverse workforce as an Employment Equity employer (Women, People with Disabilities, Aboriginal Peoples, and Visible Minorities). DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.    2506424,qualifications:UNAVAILABLE,responsibilities:Aon Is Looking for a Retirement Business Operations Specialist As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Wealth Solutions practice business group.  The location for this role is Lincolnshire, IL, Chicago, IL or Atlanta, GA. Your Impact as a Retirement Business Operations Specialist Job Responsibilities:Monitor contract/project end datesFollow up on expiring contracts in advance with project managerDraft initial contract based on prior year scope and any overall increases/changes to terms (using existing templates)Monitor auto-renewing contracts to ensure planned fee increases are implemented (assist with needed documentation of increases)Meet with project manager to determine invoicing/project requirementsComplete project request prior contract expiresEnsure project naming conventions are used (indicate ongoing vs. single year contracts)Consistent use of departments, products, and activity types (based on provided guidance)Ensure projects without contracts are connected to a clientMaintain the project team list (if \enforce teams\ option is utilized)Distribute project numbers to teamUpdate project status for prior year projects upon completion of work (ensure time is not recorded after completion)Create and maintain summary of each client contract (for reference)Complete contract requests within WorkdayCoordinate set up for contracts with multi-practice involvement (ensure compliance with thresholds for separate project/contract line set up)Ensure all projects are connected to the correct contractCreate revenue plan, billing plan, and all other contract attributes ensuring accuracy (using available reporting)Compare AR terms in contract to invoice set upConfirm invoice contact is correct at set upFollow up with colleagues that need to correct time submissionsReview fee support drafted by Project Manager and confirm revenue submissionEnsure updates to revenue and billing plans are made, as neededMonitor revenue by contract based on internal thresholdsMonitor revenue delayed by unsigned contractsCreate monthly invoices for project managers, ensuring accuracy before sending to project manager for approvalPrepare/update any client specific invoice attachmentsHandle client specific issues (such as purchase orders, etc.)  You Bring Knowledge and Expertise Required Experience:Ability to analyze and resolve financial issuesStrong Excel skills (lookups, pivot tables, intermediate functions)Strong written and oral communication skillsAbility to partner and collaborate with colleagues across the globe and within various finance disciplinesAppreciation of Sarbanes Oxley requirementsAmbitious, strong team player, willing to own responsibilities and take initiative Preferred Experience:Working knowledge of Workday Education:Bachelor’s degree in Bachelor’s degree in Finance and Accounting or up to 3 years equivalent years of industry experience. We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.  Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.    About AonAon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. By applying for a position with Aon, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Aon's employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test.  You will be notified during the hiring process which checks are required by the position. United States: Aon provides equal employment opportunities (EEO) 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, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer.Canada:  Aon is committed to a diverse workforce as an Employment Equity employer (Women, People with Disabilities, Aboriginal Peoples, and Visible Minorities). DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.   ,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2022-03-24T18:25:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2023-03-24T18:26:23.000Z,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:https://jobs.aon.com,logo:https://assets.jibecdn.com/prod/aon/0.0.44/assets/brands/https://aon.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=1134557&hashed=154379},jobLocation:[{@type:Place,address:{@type:PostalAddress,addressLocality:Lincolnshire,addressRegion:Illinois,streetAddress:4 Overlook Point,postalCode:60069-4302,addressCountry:United States}},{@type:Place,address:{@type:PostalAddress,addressLocality:Atlanta,addressRegion:Georgia,streetAddress:3550 Lenox Road,postalCode:30326,addressCountry:United States}},{@type:Place,address:{@type:PostalAddress,addressLocality:Chicago,addressRegion:Illinois,streetAddress:200 E Randolph,postalCode:60601,addressCountry:United States}}]}

Company info

Aon PLC.
Website : http://www.aon.com