Financial Project Analyst (Mid-Shift)
Willis Towers Watson
Taguig, Manila
2d ago

Support the delivery of the agreed upon service to the client(s). Provide operational / transactional support including, record keeping, transition processing, and managing other transactional-based services.

For transaction-based positions, work requests are typically not received directly from the client but rather through a predefined system or on a predefined schedule.

Interaction with the client may be limited to receiving data, e-mails or collecting predefined data. Responsible for upholding the Service Level Agreements (SLAs), tracking volumes, auditing transactions, and achieving a high level of client satisfaction.

Works closely with Client Relationship Managers or Operational Managers to resolve issues and identify opportunities for increasing the value of the service to the client(s). The Role

This position will assist the Benefits Outsourcing / Retirement

Project Managers on the financial management of mid-size outsourcing

projects.Clearly communicate with and

support client teams and the financial management of their projects.Understand the drivers of financials and how

project financials translate to LOB / Practice financials.

  • Responsible for managing a portfolio of client billing
  • support on a monthly basis

  • Work with client teams to review client contracts, budgets and
  • billing details

  • ProjectMeister review, update and support for portfolio of
  • clients

  • Review WIP with Project Managers each month
  • Manage revenue distribution appropriately based on the 2018
  • Revenue Recognition Policy

  • Liaison between client teams and local Finance & Global Finance Office teams on billing
  • The Requirements

  • 3+ years experience focusing on financial and billing
  • processes preferably in a professional services environment.

  • Bachelor’s degree in accounting, finance, business or
  • related experience

  • Excellent quantitative and analytical skills
  • Demonstrated time management and project organizational
  • skills.

  • Deadline-oriented; ability to multitask and prioritize
  • request and duties

  • Ability to take initiative and work independently
  • Ability to quickly learn internal accounting and reporting
  • systems

  • Ability to act in accordance with established policies and
  • procedures and to enforce as necessary

  • Excellent written and verbal communication skills
  • Expertise in Microsoft Excel; Proficiency in Microsoft
  • Word

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