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Financial Services Analyst
US-NY-New York
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Financial Services Analyst-(NEW0000006A)Description

Be a part of a firm where trusted advice improves lives. As a Financial Services Supervisor at Segal, you will closely with office leadership to ensure that the Company is paid promptly for consulting work delivered to external clients by consultants and client service teams. The incumbent both oversees and participates directly in billing and collection efforts, critical to the business units profitability. The incumbent interacts with a diverse audience to include consultant and executive staff to ensure appropriate billing practices are followed and consistently occur and, to identify, recommend and implement financial processes and standards as needed to improve and maintain a high-quality billing and financial operation.


The Financial Services Supervisor provides direction to Financial Services Administrators and ensures the timely and accurate completion of work assigned to FSLs. The Manager exercises discretion, confidentiality and good judgment in the execution of all responsibilities. The primary financial unit functions that a Manager is accountable for are: producing accurate and timely accruals of revenue for multiple Business Units as assigned; generating invoices and reconciling revenue reports on a monthly basis.

Other key responsibilities include but may not be limited to:

Processing financial applications and procedures such as new business and fee renewals,

Assisting in the annual budgeting process,

Updating invoices,

Adjusting billing estimates and,

Adjusting all client matter information in the SL Dynamics financial system.

Reading and understanding contract language and, exercising judgment in determining how contract information should be integrated into the financial system to ensure that revenue is being accurately accrued and invoices are being prepared in accordance with contract requirements. Providing assistance, when necessary, to all functions in the business units as needed.
Key Requirements:

Undergraduate degree in Finance, Accounting, Mathematics or related field, preferred; familiarity with accounting principles required

4+ years of related work experience preferably within a service-oriented environment; familiarity with broker commission statements and understanding how commissions are paid to include ability to research, analyze and summarize financial information, accounts receivable, broker commission statements and expenses

Proficiency in Microsoft Excel, Outlook, Word and PowerPoint (Office 2016)

Proficiency in Power BI

Key traits include effective communication skills (verbal and writing), proofreading and editing skills, organized and detail-oriented, effective interpersonal and rapport building skills.

Knowledge of D365 a plus

Diversity, Equity & Inclusion at Segal:

We recognize that individuals bring a broad range of experience and abilities that go beyond the technical requirements of a job. If your experience and qualifications are close to what you see described here,we encourage you to apply. Diversity of employment, skills, and life experience, combined with passion, are key to innovation and excellence.We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans, and thosefrom all other backgrounds to applyto our positions. Please let us know if you require accommodation during the interview process andthank you for considering Segal.

About Segal and its Total Rewards Program:

Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

Segals total rewards are part of what makes Segal a special place to work. The current salary range for this position is $62,500 to $75,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k)-profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.

Please Apply

Segal is the right size, the right organization andthe right move for you! Please apply now.

#LI-HybridPrimary Location:US-NY-New YorkWork Locations:Manhattan333 West 34th StreetNew York10001Job:Consulting - Non-Actuarial BenefitsOrganization:New YorkSchedule:RegularRegular EmployeeEmployee Status:Experienced LevelJob Type:Full-timeTravel:NoJob Posting:Jan 26, 2024, 2:01:33 PM


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