Client Financial Analyst
We are seeking a detail-oriented and organized individual to join our team as a Client Financial Coordinator at Marsh. This role will be based in Bogotá and is a hybrid position, requiring at least three days a week in the office.
In this role, you will be responsible for delivering a consistent and exceptional client experience regarding all financial aspects of Marsh engagements. Your efforts will contribute to improved client satisfaction and ensure that our organization maintains a healthy financial position while meeting its financial obligations.
We will count on you to:
Proactively track client placements and manage premium billings to ensure all items are invoiced in a timely manner. Ensure appropriate documentation is included for submission of invoice requests to a centralized invoicing team. Address any client or colleague inquiries to ensure invoicing is complete, including corrections as needed. Support proactive credit control with the Client to avoid Notices of Cancellation and Marsh Bad Debt. Resolve client invoicing issues, payment reconciliation discrepancies, and Notices of Cancellation ensuring client teams, Fiduciary Accounting, carriers, and clients are engaged accordingly. Work with Account Owners, Client Teams, clients, and internal functional teams to research and resolve billing discrepancies and unbilled items. Provide solutions for open Revenue Recognition and similar internal revenue reserve items.
What you need to have:
Bachelor’s degree in accounting, finance, business or related fields is preferred. 2+ years of experience in client invoicing or a similar role in insurance or financial services. Must be fluent in English (both written and spoken). Proficiency with accounting principles and terminology.
What makes you stand out:
Proficiency in Microsoft Office: Excel, PowerPoint, and Outlook, with knowledge of Excel formulas and pivot tables. Current Property and Casualty (P&C) General Lines Licensee preferred. Proficiency in relevant financial software and tools.
Why join our team:
We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
If you are a highly motivated individual with a strong work ethic and a keen eye for detail, we encourage you to apply for this position.
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.
Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.