Revenue Compliance Specialist

1 Month ago • All levels

Job Summary

Job Description

The Revenue Compliance Specialist will be part of the Fiduciary Operations team, reviewing contracts against Client Service Agreements to ensure compliance. They will prepare or analyze accounting reports to reconcile revenue, ensuring adherence to corporate policies, tax regulations, and accounting standards. This role also involves developing and implementing internal accounting policies, guiding less experienced staff, and providing training to colleagues. The specialist is expected to meet productivity and accuracy metrics. This is a hybrid role requiring at least three days a week in the office.
Must have:
  • Performs contract reviews ensuring compliance with agreements.
  • Strong communication skills to collaborate with remote teams.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Critical attention to detail to ensure accurate information delivery.
  • Proficient in Microsoft Office products including Excel, Word, and PowerPoint.
  • Associate's degree or equivalent professional experience.
Good to have:
  • Bachelor’s degree in accounting, finance, or related field.
  • Experience in contract or document review.
  • Familiarity with Oracle platforms.

Job Details

Company:

Marsh

Description:

We are looking for a candidate to become part of our Fiduciary Operations team located in either our Austin (preferred) or Urbandale office. This is a hybrid role that has a requirement of working at least three days a week in the office.

This position offers a chance to build a career with one of the top global insurance brokerage and risk management firms during a dynamic period of growth and change.

We will count on you to:

  • Performs contract reviews by comparing the revenue included within the transaction request to the terms of the Client Service Agreement (CSA) to ensure compliance.  

  • May prepare or analyze administrative system accounting reports and/or consolidated statements in an effort to reconcile the revenue for client records. Findings may be presented to client teams and/or senior managers.  

  • Ensure compliance with corporate policies, carrier agreements, SOX procedures, SSAE16 procedures, tax regulations, local GAAP and US GAAP, and local statutory regulations (as applicable) regarding financial matters.  

  • Assist in the development, implementation, and documentation of internal accounting policies, transitions to and from teams both onshore and offshore. May also include procedures and process improvements for revenue review and invoicing functions.  

  • Verifies work of and provides guidance to less experienced levels of accountants and/or offshore staff.  

  • Position may provide functional advice or training to colleagues and client teams.  

  • Meet individual productivity, accuracy, and timeliness metrics.

What you need to have:

  • Associate's degree or equivalent professional experience

  • Strong communication skills for effective collaboration with remote client teams

  • Ability to manage multiple priorities in a fast-paced, ever-changing environment

  • Critical attention to detail to ensure accurate information delivery

  • Resourceful and adept at conducting research for additional information

  • Proficient in Microsoft Office products, including Excel, Word, and PowerPoint

What makes you stand out:

  • Bachelor’s degree in accounting, finance, or a related business field

  • Experience in contract or document review

  • Familiarity with Oracle platforms

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.

  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

#LI-JG3

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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