
Transformational Billing Expert
7 days ago
Billing Business Analyst Role Overview
This role is responsible for handling client month-end billing tasks and serving as a key liaison between Product Management, Engineering, and the Billing Operations team.
The Billing Business Analyst will play a critical role in ensuring accurate client month-end billing, supporting month-end activities, and identifying opportunities to automate and improve manual processes.
Responsibilities:- Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
- 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 comprehensive benefits package including competitive salary, health insurance, 401(k) matching, and generous paid time off. We also provide our employees with a paid subscription to the Calm app and offer external learning and tuition reimbursement benefits.
We're committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via our accommodation form.
About UsWe're a leading fintech company dedicated to unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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