Advisor/Financial Shared Service Liaison-OTC (Finance)

The FSSC Liaison-OTC serves as the key point of contact between our business units and the Finance Shared Service Center ("FSSC") for order-to-cash related activities related to high-value accounts. This role leverages analytics, reporting, and visualization tools to monitor and identify risks or opportunities that impact our stakeholders.

Serving as a liaison between internal BU teams and FSSC, this role ensures service excellence by managing service center requests & feedback, analyzing key data points, and delivering clear, actionable insights through frequent, professional communication, tracking identified issues through to proven completion to the satisfaction of both Customers & BU Sales teams.

Proven ability to adopt new technologies quickly, design, track & uphold SLAs, and build lasting stakeholder relationships is essential to success in this role, along with the ability to coordinate FSSC OTC team members, FinSys & IS&T Teams to design and implement process improvement opportunities. This position is based in our Jersey City, NJ global headquarters, which has a flexible hybrid work model. This role requires 3 days per week onsite.

Key Responsibilities:

• Acting as the primary point of contact, answering questions and addressing concerns raised by our customers or internal stakeholders.
• Monitor service levels within FSSC, client satisfaction, and activity to proactively identify data quality issues or opportunities. Recommend corrective actions and ensure data integrity.
• Identifying and addressing any issues or problems that clients may have and working to find and implement solutions in collaboration with the FSSC team.
• Collaborating with cross-functional teams (BU stakeholders, client facing teams, Corporate Finance, etc) to support the new solution and ensure clients receive the best possible service.
• Keeping BU stakeholders and our client facing teams informed of the status or changes in our OTC services within FSSC.
• Develop and maintain complex reports and dashboards using Excel, Power BI, Oracle FDI, Salesforce, and internal systems.
• Escalate operational and technical issues to internal teams to resolve billing, technology, or operational challenges.
• Test product enhancements or features to ensure successful implementation for client programs.
• Keep client fact sheets updated and relevant to reflect changing needs.
• Address and resolve customer escalations promptly.
• Client Liaison Skills
• The skills that are important for this role included the following:
• Strong communication skills: Able to clearly and effectively communicate with clients and internal teams is crucial.
• Interpersonal skills: Able to build and maintain positive relationships with clients and other stakeholders.
• Problem-solving skills: Identify and address any issues or problems that clients may have.
• Adaptability: Work in a fast-paced and dynamic environment and be able to adjust to changing circumstances and clients' needs.
• Time management and organization: Able to manage their time effectively and prioritize tasks.
• Technical skills: Be proficient in using software and tools such as CRM, Oracle ERP, email, and other communication platforms.
• Analytical skills: Be able to analyze data and use it to make informed decisions.

Requirements:

• Bachelor's Degree, preferably in the Accounting, Business, Finance, or related field.
• Minimum 7+ years of experience
• Experience with billing, AR and collection systems within a Cloud based ERP system preferred.
• Ability to plan and prioritize assigned tasks with cross-functional, project management mindset.
• Schedule tasks efficiently, timely response to inquiries and deliver excellent customer service.
• Excellent communication skills (written and verbal); must be comfortable communicating with senior-level business and sales leaders
• Extremely high level of integrity, honesty, and trustworthiness.
• Facilitate a respectful work environment.

#LI-LM03
#LI-Hybrid

About Us
For over 50 years, Verisk has been the leading data analytics and technology partner to the global insurance industry by delivering value to our clients through expertise and scale. We empower communities and businesses to make better decisions on risk, faster.

At Verisk, you'll have the chance to use your voice and build a rewarding career that's as unique as you are, with work flexibility and the support, coaching, and training you need to succeed.

For the eighth consecutive year, Verisk is proudly recognized as a Great Place to Work® for outstanding workplace culture in the US, fourth consecutive year in the UK, Spain, and India, and second consecutive year in Poland. We value learning, caring and results and make inclusivity and diversity a top priority. In addition to our Great Place to Work® Certification, we've been recognized by The Wall Street Journal as one of the Best-Managed Companies and by Forbes as a World's Best Employer and Best Employer for Women, testaments to the value we place on workplace culture.

We're 7,000 people strong. We relentlessly and ethically pursue innovation. And we are looking for people like you to help us translate big data into big ideas. Join us and create an exceptional experience for yourself and a better tomorrow for future generations.

Verisk Businesses

Underwriting Solutions - provides underwriting and rating solutions for auto and property, general liability, and excess and surplus to assess and price risk with speed and precision

Claims Solutions - supports end-to-end claims handling with analytic and automation tools that streamline workflow, improve claims management, and support better customer experiences

Property Estimating Solutions - offers property estimation software and tools for professionals in estimating all phases of building and repair to make day-to-day workflows the most efficient

Extreme Event Solutions - provides risk modeling solutions to help individuals, businesses, and society become more resilient to extreme events.

Specialty Business Solutions - provides an integrated suite of software for full end-to-end management of insurance and reinsurance business, helping companies manage their businesses through efficiency, flexibility, and data governance

Marketing Solutions - delivers data and insights to improve the reach, timing,relevance, and compliance of every consumer engagement

Life Insurance Solutions - offers end-to-end, data insight-driven core capabilities for carriers, distribution, and direct customers across the entire policy lifecycle of life and annuities for both individual and group.

Verisk Maplecroft - provides intelligence on sustainability, resilience, and ESG, helping people, business, and societies become stronger

Verisk Analytics is an equal opportunity employer.

All members of the Verisk Analytics family of companies are equal opportunity employers. We consider all qualified applicants for employment without regard to race, religion, color, national origin, citizenship, sex, gender identity and/or expression, sexual orientation, veteran's status, age or disability. Verisk's minimum hiring age is 18 except in countries with a higher age limit subject to applicable law.

https://www.verisk.com/company/careers/

Unsolicited resumes sent to Verisk, including unsolicited resumes sent to a Verisk business mailing address, fax machine or email address, or directly to Verisk employees, will be considered Verisk property. Verisk will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.

Verisk Employee Privacy Notice