
Senior Billing Financial Analyst
24 hours ago
Join our company as a Billing Business Analyst and become an integral part of our fast-paced team
This role is perfect for individuals who enjoy working with numbers, have excellent communication skills, and are passionate about delivering high-quality results.
About the RoleThe Billing Business Analyst will be responsible for handling client month-end billing tasks, ensuring accurate and timely payments. This individual will also serve as a key liaison between Product Management, Engineering, and the Billing Operations team.
The ideal candidate will possess strong analytical skills, attention to detail, and the ability to work well under pressure. They will be responsible for preparing, validating, and analyzing data to ensure timely and accurate results.
This is a challenging yet rewarding role that requires a critical thinker, analytical, energetic, and possess a strong attention to detail.
Key Responsibilities- Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
- Actively participate in firm-wide and departmental projects and initiatives, including implementation of new billing systems.
- Elicit, capture, and document business and functional requirements to enable manual billing tasks to be converted to automated tasks by collaborating with the Project Management and Engineering teams.
- Identify and implement process improvements, suggesting changes to streamline operations, improve workflows and controls, minimize risk, reduce manual interventions, and reduce inefficiencies where needed.
- Complete billing set-up of new clients based on specified terms detailed in signed contracts, and ensure proper billing rate setup.
- Prepare journal entries and monthly reconciliations for assigned general ledger accounts and proactively communicate daily status and escalate issues as needed.
- Liaise with other operational teams as well as Client Service teams to resolve any outstanding billing issues and ensure accuracy and timely payments.
- Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent work experience) required.
- 2+ years of experience in business analysis or a related field, preferably for a clearing or brokerage firm.
- Strong proficiency with Microsoft Excel, NetSuite accounting system, SQL, and experience using data visualization tools (e.g., Power BI, Looker) preferred.
- Prior experience in the financial field with a deep understanding of related regulatory and compliance requirements is a plus.
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
Our company values innovation, collaboration, and excellence, and we are committed to creating a diverse and inclusive work environment.
Apply now to join our dynamic team and take your career to the next level
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