Financial Operations Specialist

2 weeks ago

Angeles City, Central Luzon, Philippines beBeeBusiness Full time $80,000 - $100,000
About the Role

The Billing Business Analyst will work within the team responsible for handling client month end billing tasks.

This role interacts with several other teams, including Accounting, Treasury, Client Service, Operations, Compliance, and Technology. The Billing Business Analyst must be a critical thinker, analytical, energetic, and possess a strong attention to detail.

Responsibilities include:

  • 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 new systems.
  • Elicit, capture, and document business and functional requirements to enable manual tasks to be converted to automated tasks.
  • 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 setup of new clients based on specified terms detailed in signed contracts, and ensure proper rate setup.
  • Prepare journal entries and monthly reconciliations for assigned general ledger accounts and proactively communicate daily status and escalate issues as needed.
  • Assist with quarterly and annual audit requests as needed.
  • Liaise with operational and Client Service teams to resolve any outstanding issues and ensure accuracy and timely payments.
Requirements
  • 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 financial institution.
  • Strong proficiency with Microsoft Excel, accounting systems, SQL, and experience using data visualization tools preferred.
  • Prior experience in the financial field with a deep understanding of related regulatory requirements is a plus.
Key Skills
  • Ability to work with large amounts of information and see the 'bigger picture'
  • Clear and concise written and verbal communication skills, proficient in articulating complex ideas.
  • Strong relationship-building and influencing skills, with the ability to work collaboratively with teams across the business as well as independently.
  • Strong problem-solving skills, with a creative and pragmatic approach to overcoming challenges.
  • The ability to work with numerous and conflicting deadlines and perform tasks with speed and accuracy.

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