By joining Sedgwick, you'll be part of something truly meaningful.
It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected.
We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance.
Here, there's no limit to what you can achieve.
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Client Finance Analyst
Reporting
Client Finance Manager
Role
The Client Finance team is responsible for the recording and issuing of all Finance transactions relating to Clients that Sedgwick supports.
The team has high level of engagement with both internal and external stakeholder, from the issuing of payments, communication of bank reconciliations and monthly client statements, and responding to any queries in relation to these transactions.
The role requires a candidate to support and work collaboratively with members of the Finance Department in the delivery of a high-calibre service.
Cross training into different areas will be key to the colleague's personal professional development across all areas of Finance and to ensure the business has a robust/resilient finance team in place to provide the service required.
Duties and Responsibilities
Management of Client accounts assigned to include but not limited to:
Creation of new accounts on system and with bank
Producing, recording, and issuing of payments relating to client
Reconciliation and issuing of monthly client statements/bordereau
Daily/Weekly/Monthly Bank Reconciliations
Liaising with internal & external stakeholders in all queries relating to client account
Management of stop payments and out of date cheques
Lodgment of cheques received
Recording all banking transition both inbound and outbound
Management and reconciliation of all fees due to Sedgwick
Management of close process and return of funds to Client
Cross train in non-assigned accounts to provide cover for other team members
Assist in the Debt Management process within the Finance
Posting of journals to the Finance accounting system
Process Foreign currency payments on Client accounts
Timely and efficient resolution of unresolved client funds issues
Engage in Finance Department projects as assigned
Ad hoc duties as assigned by Finance Management Team
Skills and Experience
Leaving certificate Accountancy/Business Related 3rd level Qualification and/or commenced a recognised accountancy technician's course is desirable but not essential.
Insurance qualification APA is desirable but not essential.
Prior Experience within the Insurance industry/Client Portfolio Role desirable but not essential
Strong reconciliation/problem solving skills
Experience with SUN/SAP accounting system preferable but not essential
Experience working within a busy Finance department preferable but not essential
Excellent communication and interpersonal skills, both written and verbal.
Good collaborative skills, able to quickly establish effective internal and external working relationships with key people across different services/functions
Calmness and ability to respond effectively when under pressure e.g.
in an emergency
Ability to meet daily/weekly / monthly deadlines
Ability to work flexibly on own initiative and as part of a team
Sound knowledge of MS Excel
Strong attention to detail and process
Highly numeric
Ability to follow up on unresolved issues in timely and efficient manner
Personal attributes
High levels of motivation and enthusiasm
Willingness to operate flexible hours
A positive attitude, co-operative, willing to comply with company policies and procedures and work constructively with colleagues
Willing to contribute to the overall improvement and success of the business, working practices
Capable of working well in a team environment
Capacity to work independently and demonstrate initiative
Proactive approach
Willing to commit to our core values
Benefits
Bike to Work Scheme
Tax Saver Travel Scheme
Gym Discounted Membership
Montessori Creche Discounted
EAP - Employee Assistance Programme
Health Insurance Scheme
Life Cover
PHI - Permanent Health Insurance
Exams & Professional Membership Fees
Professional and personal development opportunities
Sedgwick is an Equal Opportunity Employer.
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description.
They are not intended to constitute a comprehensive list of functions, duties, or local variances.
Sedgwick retains the discretion to add or to change the duties of the position at any time.
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