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Financial Analyst
Financial Analyst-March 2024
Virtual
Mar 28, 2026
About Financial Analyst

  Aon Is Looking For A Financial Analyst

  This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Trust/AICPA Group Insurance Trust team within Financial Professionals. This position is based out of the Fort Washington, PA office and can have an in office, hybrid or 100% remote schedule.

  Duties & Responsibilities

  Responsible for the preparation of the monthly premium reports for the carrier and the client.

  Preparation of monthly journal entries to support the financial statements for both Trusts.

  Review and approve weekly return of premium proposals and coordinate the payment proposals with the Trustee.

  Monthly monitoring of the Accounts Receivables for both Trusts and coordinating the necessary adjusting entries to resolve any policy level balance issues.

  Business decision support.

  Ad hoc reporting and analysis utilizing in house systems and databases.

  Analyze, enhance, and automate current processes; identify and remediate gaps.

  Document/update policies and procedures.

  Identify trends and work with leadership to develop action plans.

  Project support, including development input and user acceptance testing.

  Other responsibilities and enterprise duties as assigned.

  Required Skills

  Proven proficiency in excel spreadsheets, databases and/or financial software.

  Ability to work with large datasets.

  Basic understanding of accounting concepts.

  Demonstrated skills and abilities to be goal oriented and solve complex issues.

  Possess excellent organizational and verbal communication skills.

  Strong multi-tasker

  Out of the box thinker, who can work independently with minimal supervision.

  Education

  Bachelor’s Degree

  How we support our colleagues

  In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

  Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

  Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.

  We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected] . Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

  The salary range for this position is $55,000 to $65,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

  We Offer You

  Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

  #LI-AM4

  2535869

  Aon Is Looking For A Financial Analyst

  This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Trust/AICPA Group Insurance Trust team within Financial Professionals. This position is based out of the Fort Washington, PA office and can have an in office, hybrid or 100% remote schedule.

  Duties & Responsibilities

  Responsible for the preparation of the monthly premium reports for the carrier and the client.

  Preparation of monthly journal entries to support the financial statements for both Trusts.

  Review and approve weekly return of premium proposals and coordinate the payment proposals with the Trustee.

  Monthly monitoring of the Accounts Receivables for both Trusts and coordinating the necessary adjusting entries to resolve any policy level balance issues.

  Business decision support.

  Ad hoc reporting and analysis utilizing in house systems and databases.

  Analyze, enhance, and automate current processes; identify and remediate gaps.

  Document/update policies and procedures.

  Identify trends and work with leadership to develop action plans.

  Project support, including development input and user acceptance testing.

  Other responsibilities and enterprise duties as assigned.

  Required Skills

  Proven proficiency in excel spreadsheets, databases and/or financial software.

  Ability to work with large datasets.

  Basic understanding of accounting concepts.

  Demonstrated skills and abilities to be goal oriented and solve complex issues.

  Possess excellent organizational and verbal communication skills.

  Strong multi-tasker

  Out of the box thinker, who can work independently with minimal supervision.

  Education

  Bachelor’s Degree

  How we support our colleagues

  In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

  Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

  Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.

  We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected] . Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

  The salary range for this position is $55,000 to $65,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

  We Offer You

  Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

  #LI-AM4

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