Dedicated Financial Operations Professional

1 week ago


Dasmariñas, Calabarzon, Philippines beBeeBusiness Full time $90,000 - $120,000

Apex Fintech Solutions, a leading digital wealth management company, is seeking a skilled Billing Business Analyst

The Billing Business Analyst will play a critical role in ensuring accurate client month end billing and supporting month-end activities. This individual will work within the Billing Operations team and interact with several other Apex teams to ensure timely payments.

About this Role
  • 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.
  • Identify and implement process improvements to streamline operations, improve workflows and controls, minimize risk, reduce manual interventions, and reduce inefficiencies.
Responsibilities
  1. Prepare journal entries and monthly reconciliations for assigned general ledger accounts.
  2. Liaise with operational teams and Client Service teams to resolve any outstanding billing issues.
  3. Actively cross-train to provide back-up coverage for all team members.
Requirements
  • Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent work experience).
  • 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 preferred.
Skills and Qualifications
  • Ability to work with large amounts of information and see the 'bigger picture.'
  • Clear and concise written and verbal communication skills.
  • Strong relationship-building and influencing skills.
  • Strong problem-solving skills.
Benefits

This role offers a competitive compensation package, including healthcare benefits, PTO, 401k match, parental leave, and HSA contribution match. The company also provides a hybrid work schedule and opportunities for professional growth and development.

Work Environment

This job operates in a remote work environment and requires flexibility and adaptability. The ideal candidate is self-motivated and able to work independently with minimal supervision.



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