
Senior Financial Operations Specialist
2 days ago
The Billing Business Analyst plays a pivotal role in ensuring accurate client month-end billing, supporting month-end activities, and identifying opportunities to automate and improve manual processes.
Key Responsibilities:- Accurate Settlement Processing: Prepare, validate, and analyze data to ensure timely and accurate results for month-end settlement processing.
- Participate in Firm-Wide Projects
- Elicit, capture, and document business and functional requirements to convert manual billing tasks to automated tasks by collaborating with the Project Management and Engineering teams.
- Process Improvement
- Billing Setup
- Financial Reconciliations
- Audit Support
- Liaise with Operational Teams
- Education: Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent work experience).
- Experience: 2+ years of experience in business analysis or a related field, preferably for a clearing or brokerage firm.
- Technical Skills: Strong proficiency with Microsoft Excel, NetSuite accounting system, SQL, and experience using data visualization tools.
- Regulatory Knowledge: Prior experience in the financial field with a deep understanding of related regulatory and compliance requirements.
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