Finance Onboarding Specialist
C.A. Fortune is a leading consumer brands agency committed to delivering comprehensive solutions to clients. They are seeking a Finance Onboarding Specialist to support the onboarding process for new clients, ensuring a seamless experience by collaborating with various departments and managing commission reconciliations.
Responsibilities
- Take on commission reconciliations on new accounts as assigned by your supervisor, which includes reviewing backup, aligning backup and contents to client contracts and reconciling the payment in Aptean system for duration of onboarding cycle
- Assist in creating and maintaining any client facing financial documents that are delivered to the client in the first 6 months of partnership, or during the onboarding process (3 to 6 months)
- Emailing our clients regarding outstanding materials to ensure we are receiving all the required documents needed to onboard the client into the Finance/Commissions Department
- Gathering and tracking all paperwork and tasks associated with client onboarding through automated project management software (Monday.com)
- Research roadblocks instructed by supervisor during the onboarding process that could pose future issues with our commission team and help to resolve
- Assist in other ad hoc tasks or special projects assigned by your supervisor
Skills
- Bachelor's Degree
- Commission analysis and commission reconciliation experience
- Experience with Business-to-Business written communication
- Intermediate knowledge of Excel
- Good verbal and written communication skills
- Strong organizational and time management skills
- Strong ability to multitask
- 1+ years of CPG experience
- Experience in Reconciliation
- Experience with Aptean (also referred to GenWeb or AFS)
- Monday.com
Benefits
- PTO & Sick Days
- 11 paid company holidays per year
- 2 paid volunteer days per year
- Bonus eligible
- 3 months fully paid parental leave (regardless of gender)
- Medical, dental, and vision
- Paid company life insurance
- 401k with company match
- Summer hours (half day Fridays from Memorial Day thru Labor Day)
- Work from home flexibility
Company Overview