
Chief Billing Operations Specialist
1 week ago
We are seeking a skilled Billing Business Analyst to play a critical role in ensuring accurate client month end billing, supporting month-end activities, and identifying opportunities to automate and improve manual processes.
- Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
- Actively participate in firmwide and departmental projects and initiatives, including implementation of the new billing system.
- 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.
- 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) is required.
- Two 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) is preferred.
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Chief Financial Operations Specialist
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Medical Billing Specialist
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