
Financial Operations Specialist
7 days ago
We are seeking a highly skilled Billing Financial Analyst to join our team. In this role, you will be responsible for handling client month-end billing tasks and serving as a key liaison between Product Management, Engineering, and the Billing Operations team.
The successful candidate 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.
Key Responsibilities- Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
- Actively participate in firm-wide 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.
- 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.
In addition to these responsibilities, you will also assist with quarterly and annual audit requests as needed.
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 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.
A strong understanding of financial regulations and compliance requirements is also highly desirable.
BenefitsWe offer a comprehensive benefits package that includes:
- Competitive salary and bonus structure.
- Generous PTO policy.
- 401(k) matching program.
- Health insurance options.
We are a leading provider of financial services and solutions. Our company is committed to delivering exceptional value to our clients through our expertise and innovative approach to finance.
Our team is passionate about making a difference in the world of finance and we believe that our employees are our greatest asset.
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