Senior Billing Operations Specialist

2 days ago


Caloocan City, National Capital Region, Philippines beBeeBusiness Full time $92,247 - $118,990
About the Role

The Billing Business Analyst will work within the billing operations team and play a critical role in ensuring clients are accurately charged per their contract. This individual must be a critical thinker, analytical, energetic, and possess a strong attention to detail.

This role interacts with several teams including accounting, treasury, client service, operations, compliance, and technology. The Billing Business Analyst must assist with requirements gathering for new billing features and enhancements, working closely with product management and engineering teams.

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 the implementation of new billing systems.
  • Elicit, capture, and document business and functional requirements to enable manual billing tasks to be converted to automated tasks by collaborating with 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.
  • Assist with quarterly and annual audit requests as needed.
  • Liaise with operational and client service teams to resolve any outstanding billing issues and ensure accuracy and timely payments.
  • Actively cross-train to provide back-up coverage for all team members.
Required Skills and Qualifications

This position requires a bachelor's degree in business, finance, accounting, or a related field (or equivalent work experience). The ideal candidate will have 2+ years of experience in business analysis or a related field, preferably for a clearing or brokerage firm.

A strong proficiency in Microsoft Excel, NetSuite accounting system, SQL, and experience using data visualization tools (e.g., Power BI, Looker) is preferred. Prior experience in the financial field with a deep understanding of related regulatory and compliance requirements is also a plus.

The successful candidate will possess:

  • 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.
  • Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with query languages like SQL are advantageous.


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