Heather Robertson

Heather Robertson Email and Phone Number

Sr. Finance Analyst @ Aon
Philadelphia, PA, US
Heather Robertson's Location
Philadelphia, Pennsylvania, United States, United States
Heather Robertson's Contact Details

Heather Robertson work email

Heather Robertson personal email

n/a
About Heather Robertson

Experienced financial analyst and manager with a demonstrated history of working in the human resources and financial industries. Skilled in Microsoft Word & Excel, Workday Finance and PeopleSoft 9.0. Strong administrative professional with a Bachelor of Fine Arts (BFA) focused in Graphic Design from Arcadia University.

Heather Robertson's Current Company Details
Aon

Aon

View
Sr. Finance Analyst
Philadelphia, PA, US
Website:
2041.com
Employees:
11
Heather Robertson Work Experience Details
  • Aon
    Sr. Finance Analyst
    Aon
    Philadelphia, Pa, Us
  • Aon
    Portfolio Advisor Finance Manager
    Aon Apr 2022 - Present
    London, Gb
    Manage team of finance advisors for the Talent division of Aon Consulting. Our team manages all billing, collections and revenue recognition while assisting over 100 account managers with client relations. In addition I assist with independence financials, forecasting and tracking revenue across teams and regions, analyze and prepare financial reports in regards to revenue and utilization.
  • Aon
    Sr. Finance Analyst
    Aon Apr 2019 - Apr 2022
    London, Gb
    Manage all aspects of revenue recognition for Equity Services, a department in Aon Reward Solutions. Set up and proofread contracts, reconcile revenue and time entry, manage invoice creation and oversee collections. Assist with forecasting and track revenue for our Manila and UK teams with relation to the greater US team. Analyze and prepare financial reports at month end for the Equity and Governance teams. Track projects of current clients, team revenue goals and internal tracking for both.
  • Aon
    Finance Assistant
    Aon Jan 2016 - Apr 2019
    London, Gb
    Assist staff in three offices with all aspects of billing using PeopleSoft 9.0: including accounts receivable, time reports, and contract setup. Monthly reconciliation of revenue vs. billing for group. Liaison between offshore team and team members re: invoices/collections. Research revenue transfers between multiple departments.
  • Braithwaite Communications
    Office Services Coordinator
    Braithwaite Communications Nov 2012 - Oct 2015
    Philadelphia, Pa, Us
    Office manager extraordinaire & billing expert. Manage office operations (supplies, equipment, space expansion). Accounts receivable/payable and collections. Time collection and progress/expense reports using Advantage software. Training new employees on office resources and applications. Initial contact for recruitment. Help oversee interns and social media. Admin for office Hootsuite/Facebook/LinkedIn/Google Analytics. Go to person for any/all questions pertaining to the office and human resources.
  • Fisherzucker Llc
    Executive Assistant
    Fisherzucker Llc Jul 2010 - Nov 2012
    Philadelphia, Pa, Us
    Assistant to managing partner of firm as well as 10 lawyers. Liaison between firm and payroll, accounting, 401(k), maintenance and all insurance companies. Human resources/office manager. Accounts receivable/payable and collections. Assisted clients and companies with their accounts. Handled all moneys received. Basic paralegal work e.g. proofreading, revising and filing. Entered time sheets for attorneys in Tabs3 accounting software.
  • National City Mortgage
    Marketing Coordinator
    National City Mortgage Jan 2007 - Jun 2010
    Pittsburgh, Pennsylvania, Us
    Created and executed marketing plans for all branch loan officers. Designed and wrote marketing materials targeted at clients and realtors. Assisted Branch Manager with loan documentation. Maintain clientele database for the entire office. Trained Loan Officers on company software. Completed necessary post closing follow ups for entire office. Created presentations/seminars as needed. Covered receptionist duties as needed.

Heather Robertson Skills

Facebook Social Media Adobe Creative Suite Powerpoint Social Networking Microsoft Word Event Planning Blogging Research Microsoft Excel Adobe Acrobat Outlook Microsoft Outlook Microsoft Office Photoshop Photography Wordpress Human Resources Office Management Executive Support Accounts Payable Accounts Receivable A/r Collections Collections Management Employee Training Employee Relations Recruiting Tabs3 Advantage Software Peoplesoft Peoplesoft Financial Sharepoint Google Analytics Hootsuite Viewpoint Tableau Human Resources Information Systems Revenue Recognition Revenue Analysis Contract Management Financial Analysis Financial Reporting Variance Analysis Account Reconciliation P&l Analysis Workday

Heather Robertson Education Details

  • Arcadia University
    Arcadia University
    Graphic Design

Frequently Asked Questions about Heather Robertson

What company does Heather Robertson work for?

Heather Robertson works for Aon

What is Heather Robertson's role at the current company?

Heather Robertson's current role is Sr. Finance Analyst.

What is Heather Robertson's email address?

Heather Robertson's email address is he****@****itt.com

What schools did Heather Robertson attend?

Heather Robertson attended Arcadia University.

What skills is Heather Robertson known for?

Heather Robertson has skills like Facebook, Social Media, Adobe Creative Suite, Powerpoint, Social Networking, Microsoft Word, Event Planning, Blogging, Research, Microsoft Excel, Adobe Acrobat, Outlook.

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