
Dedicated Financial Operations Professional
1 week ago
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.
- Prepare journal entries and monthly reconciliations for assigned general ledger accounts.
- Liaise with operational teams and Client Service teams to resolve any outstanding billing issues.
- Actively cross-train to provide back-up coverage for all team members.
- 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.
- 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.
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 EnvironmentThis 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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