Client Finance Analyst

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  • Management of stop payments and out of date cheques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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